Capital Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.5M | Buy |
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|
2025
Q1 | $55M | Buy |
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|
2024
Q4 | $52.3M | Buy |
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|
2024
Q3 | $45.9M | Buy |
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|
2024
Q2 | $43.7M | Buy |
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|
2024
Q1 | $42.7M | Buy |
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|
2023
Q4 | $35.4M | Buy |
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|
2023
Q3 | $29.9M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $26.1M | Buy |
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|
2022
Q4 | $26.7M | Buy |
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|
2022
Q3 | $20.2M | Buy |
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|
2022
Q2 | $20.4M | Buy |
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|
2022
Q1 | $23.2M | Buy |
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|
2021
Q4 | $25M | Buy |
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|
2021
Q3 | $24.5M | Buy |
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|
2021
Q2 | $22.2M | Buy |
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|
2021
Q1 | $20.7M | Buy |
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|
2020
Q4 | $16.6M | Buy |
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|
2020
Q3 | $12.2M | Buy |
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|
2020
Q2 | $9.94M | Buy |
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|
2020
Q1 | $8.49M | Buy |
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|
2019
Q4 | $13M | Buy |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q2 | $9.27M | Buy |
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|
2019
Q1 | $7.19M | Buy |
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|
2018
Q4 | $6.92M | Buy |
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|
2018
Q3 | $7.81M | Sell |
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|
2018
Q2 | $7.22M | Buy |
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|
2018
Q1 | $7.33M | Buy |
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|
2017
Q4 | $7.13M | Buy |
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|
2017
Q3 | $6.36M | Sell |
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|
2017
Q2 | $6.57M | Buy |
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|
2017
Q1 | $6.24M | Sell |
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|
2016
Q4 | $6.17M | Buy |
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|
2016
Q3 | $4.71M | Buy |
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|
2016
Q2 | $4.24M | Buy |
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|
2016
Q1 | $3.92M | Buy |
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|
2015
Q4 | $3.98M | Buy |
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|
2015
Q3 | $3.4M | Sell |
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|
2015
Q2 | $3.78M | Buy |
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|
2015
Q1 | $3.3M | Buy |
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|
2014
Q4 | $3.39M | Buy |
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|
2014
Q3 | $3.23M | Sell |
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|
2014
Q2 | $3.13M | Buy |
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|
2014
Q1 | $3.21M | Buy |
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|
2013
Q4 | $3.07M | Buy |
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