CIP
Capital Insight Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Sell |
31,422
-1,328
| -4% | -$385K | 1.58% | 17 |
|
|
2025
Q1 | $8.03M | Sell |
32,750
-535
| -2% | -$131K | 1.4% | 17 |
|
|
2024
Q4 | $7.98M | Sell |
33,285
-651
| -2% | -$156K | 1.38% | 19 |
|
|
2024
Q3 | $7.16M | Sell |
33,936
-37
| -0.1% | -$7.8K | 1.25% | 21 |
|
|
2024
Q2 | $6.87M | Sell |
33,973
-2,012
| -6% | -$407K | 1.3% | 18 |
|
|
2024
Q1 | $7.21M | Sell |
35,985
-383
| -1% | -$76.7K | 1.35% | 17 |
|
|
2023
Q4 | $6.19M | Buy |
36,368
+531
| +1% | +$90.3K | 1.27% | 16 |
|
|
2023
Q3 | $5.2M | Buy |
35,837
+1,565
| +5% | +$227K | 1.18% | 18 |
|
|
2023
Q2 | $4.98M | Sell |
34,272
-726
| -2% | -$106K | 1.12% | 18 |
|
|
2023
Q1 | $4.56M | Sell |
34,998
-249
| -0.7% | -$32.4K | 1.07% | 21 |
|
|
2022
Q4 | $4.73M | Buy |
35,247
+2,168
| +7% | +$291K | 1.23% | 17 |
|
|
2022
Q3 | $3.46M | Buy |
33,079
+547
| +2% | +$57.2K | 0.93% | 30 |
|
|
2022
Q2 | $3.66M | Buy |
32,532
+1,175
| +4% | +$132K | 0.86% | 36 |
|
|
2022
Q1 | $4.28M | Buy |
31,357
+311
| +1% | +$42.4K | 0.87% | 33 |
|
|
2021
Q4 | $4.92M | Buy |
31,046
+425
| +1% | +$67.3K | 1% | 28 |
|
|
2021
Q3 | $5.01M | Buy |
30,621
+542
| +2% | +$88.7K | 1.09% | 23 |
|
|
2021
Q2 | $4.68M | Buy |
30,079
+37
| +0.1% | +$5.75K | 1.06% | 24 |
|
|
2021
Q1 | $4.57M | Sell |
30,042
-51
| -0.2% | -$7.76K | 1.11% | 23 |
|
|
2020
Q4 | $3.82M | Buy |
30,093
+83
| +0.3% | +$10.5K | 0.96% | 30 |
|
|
2020
Q3 | $2.89M | Buy |
30,010
+258
| +0.9% | +$24.8K | 0.81% | 38 |
|
|
2020
Q2 | $2.8M | Buy |
29,752
+1,159
| +4% | +$109K | 0.88% | 30 |
|
|
2020
Q1 | $2.57M | Buy |
28,593
+11,048
| +63% | +$995K | 1.36% | 17 |
|
|
2019
Q4 | $2.45M | Sell |
17,545
-142
| -0.8% | -$19.8K | 1.12% | 27 |
|
|
2019
Q3 | $2.08M | Sell |
17,687
-190
| -1% | -$22.4K | 1.82% | 21 |
|
|
2019
Q2 | $2M | Buy |
17,877
+229
| +1% | +$25.6K | 1.74% | 22 |
|
|
2019
Q1 | $1.79M | Buy |
17,648
+9,951
| +129% | +$1.01M | 1.61% | 24 |
|
|
2018
Q4 | $751K | Buy |
7,697
+894
| +13% | +$87.2K | 0.78% | 51 |
|
|
2018
Q3 | $768K | Hold |
6,803
| – | – | 0.68% | 58 |
|
|
2018
Q2 | $709K | Buy |
6,803
+477
| +8% | +$49.7K | 0.58% | 58 |
|
|
2018
Q1 | $696K | Buy |
6,326
+555
| +10% | +$61.1K | 0.57% | 58 |
|
|
2017
Q4 | $617K | Sell |
5,771
-225
| -4% | -$24.1K | 0.48% | 62 |
|
|
2017
Q3 | $573K | Buy |
5,996
+1,954
| +48% | +$187K | 0.48% | 61 |
|
|
2017
Q2 | $369K | Sell |
4,042
-1,698
| -30% | -$155K | 0.33% | 63 |
|
|
2017
Q1 | $504K | Sell |
5,740
-72
| -1% | -$6.32K | 0.46% | 59 |
|
|
2016
Q4 | $502K | Buy |
5,812
+600
| +12% | +$51.8K | 0.5% | 57 |
|
|
2016
Q3 | $347K | Sell |
5,212
-2,663
| -34% | -$177K | 0.33% | 59 |
|
|
2016
Q2 | $489K | Buy |
7,875
+17
| +0.2% | +$1.06K | 0.46% | 47 |
|
|
2016
Q1 | $465K | Buy |
7,858
+1,850
| +31% | +$109K | 0.47% | 46 |
|
|
2015
Q4 | $397K | Sell |
6,008
-636
| -10% | -$42K | 0.4% | 47 |
|
|
2015
Q3 | $405K | Sell |
6,644
-291
| -4% | -$17.7K | 0.38% | 45 |
|
|
2015
Q2 | $470K | Buy |
+6,935
| New | +$470K | 0.4% | 48 |
|