CGPCS
Capital Group Private Client Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213M | Sell |
734,341
-5,113
| -0.7% | -$1.48M | 1.84% | 13 |
|
|
2025
Q1 | $181M | Buy |
739,454
+29,852
| +4% | +$7.32M | 1.77% | 13 |
|
|
2024
Q4 | $170M | Sell |
709,602
-34,281
| -5% | -$8.22M | 1.56% | 12 |
|
|
2024
Q3 | $157M | Sell |
743,883
-26,307
| -3% | -$5.55M | 1.49% | 12 |
|
|
2024
Q2 | $156M | Sell |
770,190
-41,834
| -5% | -$8.46M | 1.56% | 12 |
|
|
2024
Q1 | $163M | Sell |
812,024
-217,485
| -21% | -$43.6M | 1.66% | 11 |
|
|
2023
Q4 | $175M | Sell |
1,029,509
-55,015
| -5% | -$9.36M | 1.81% | 10 |
|
|
2023
Q3 | $157M | Sell |
1,084,524
-14,375
| -1% | -$2.08M | 1.92% | 11 |
|
|
2023
Q2 | $160M | Sell |
1,098,899
-1,916
| -0.2% | -$279K | 1.88% | 11 |
|
|
2023
Q1 | $143M | Buy |
1,100,815
+4,764
| +0.4% | +$621K | 1.78% | 10 |
|
|
2022
Q4 | $147M | Sell |
1,096,051
-9,465
| -0.9% | -$1.27M | 1.86% | 11 |
|
|
2022
Q3 | $116M | Sell |
1,105,516
-8,870
| -0.8% | -$927K | 1.62% | 14 |
|
|
2022
Q2 | $125M | Sell |
1,114,386
-13,564
| -1% | -$1.53M | 1.62% | 15 |
|
|
2022
Q1 | $154M | Buy |
1,127,950
+10,444
| +0.9% | +$1.42M | 1.68% | 12 |
|
|
2021
Q4 | $177M | Sell |
1,117,506
-27,401
| -2% | -$4.34M | 1.89% | 8 |
|
|
2021
Q3 | $187M | Buy |
+1,144,907
| New | +$187M | 2.17% | 8 |
|