CIA
Capital Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.5M | Buy |
229,308
+5,220
| +2% | +$1.51M | 1.19% | 19 |
|
|
2025
Q1 | $55M | Buy |
224,088
+5,820
| +3% | +$1.43M | 1.08% | 23 |
|
|
2024
Q4 | $52.3M | Buy |
218,268
+407
| +0.2% | +$97.6K | 1.07% | 23 |
|
|
2024
Q3 | $45.9M | Buy |
217,861
+1,848
| +0.9% | +$390K | 0.95% | 30 |
|
|
2024
Q2 | $43.7M | Buy |
216,013
+2,747
| +1% | +$556K | 0.99% | 25 |
|
|
2024
Q1 | $42.7M | Buy |
213,266
+4,925
| +2% | +$986K | 1% | 25 |
|
|
2023
Q4 | $35.4M | Buy |
208,341
+2,293
| +1% | +$390K | 0.89% | 29 |
|
|
2023
Q3 | $29.9M | Buy |
+206,048
| New | +$29.9M | 0.83% | 33 |
|
|
2023
Q2 | – | Sell |
-200,021
| Closed | -$26.1M | – | 577 |
|
|
2023
Q1 | $26.1M | Buy |
200,021
+1,221
| +0.6% | +$159K | 0.77% | 37 |
|
|
2022
Q4 | $26.7M | Buy |
198,800
+5,124
| +3% | +$687K | 0.81% | 33 |
|
|
2022
Q3 | $20.2M | Buy |
193,676
+12,149
| +7% | +$1.27M | 0.69% | 40 |
|
|
2022
Q2 | $20.4M | Buy |
181,527
+11,185
| +7% | +$1.26M | 0.68% | 40 |
|
|
2022
Q1 | $23.2M | Buy |
170,342
+12,718
| +8% | +$1.73M | 0.71% | 38 |
|
|
2021
Q4 | $25M | Buy |
157,624
+7,660
| +5% | +$1.21M | 0.76% | 32 |
|
|
2021
Q3 | $24.5M | Buy |
149,964
+7,442
| +5% | +$1.22M | 0.83% | 28 |
|
|
2021
Q2 | $22.2M | Buy |
142,522
+6,601
| +5% | +$1.03M | 0.76% | 35 |
|
|
2021
Q1 | $20.7M | Buy |
135,921
+5,582
| +4% | +$850K | 0.78% | 35 |
|
|
2020
Q4 | $16.6M | Buy |
130,339
+3,623
| +3% | +$460K | 0.69% | 38 |
|
|
2020
Q3 | $12.2M | Buy |
126,716
+21,001
| +20% | +$2.02M | 0.58% | 45 |
|
|
2020
Q2 | $9.94M | Buy |
105,715
+11,366
| +12% | +$1.07M | 0.52% | 49 |
|
|
2020
Q1 | $8.49M | Buy |
94,349
+1,013
| +1% | +$91.2K | 0.54% | 45 |
|
|
2019
Q4 | $13M | Buy |
93,336
+525
| +0.6% | +$73.2K | 0.63% | 40 |
|
|
2019
Q3 | $10.9M | Buy |
92,811
+9,882
| +12% | +$1.16M | 0.57% | 41 |
|
|
2019
Q2 | $9.27M | Buy |
82,929
+11,871
| +17% | +$1.33M | 0.51% | 50 |
|
|
2019
Q1 | $7.19M | Buy |
71,058
+172
| +0.2% | +$17.4K | 0.42% | 56 |
|
|
2018
Q4 | $6.92M | Buy |
70,886
+1,663
| +2% | +$162K | 0.46% | 52 |
|
|
2018
Q3 | $7.81M | Sell |
69,223
-88
| -0.1% | -$9.93K | 0.46% | 53 |
|
|
2018
Q2 | $7.22M | Buy |
69,311
+2,617
| +4% | +$273K | 0.45% | 53 |
|
|
2018
Q1 | $7.33M | Buy |
66,694
+66
| +0.1% | +$7.26K | 0.48% | 52 |
|
|
2017
Q4 | $7.13M | Buy |
66,628
+59
| +0.1% | +$6.31K | 0.46% | 50 |
|
|
2017
Q3 | $6.36M | Sell |
66,569
-5,358
| -7% | -$512K | 0.44% | 52 |
|
|
2017
Q2 | $6.57M | Buy |
71,927
+937
| +1% | +$85.6K | 0.47% | 52 |
|
|
2017
Q1 | $6.24M | Sell |
70,990
-555
| -0.8% | -$48.8K | 0.47% | 50 |
|
|
2016
Q4 | $6.17M | Buy |
71,545
+811
| +1% | +$70K | 0.52% | 46 |
|
|
2016
Q3 | $4.71M | Buy |
70,734
+2,551
| +4% | +$170K | 0.41% | 59 |
|
|
2016
Q2 | $4.24M | Buy |
68,183
+2,040
| +3% | +$127K | 0.4% | 56 |
|
|
2016
Q1 | $3.92M | Buy |
66,143
+5,787
| +10% | +$343K | 0.39% | 60 |
|
|
2015
Q4 | $3.99M | Buy |
60,356
+4,671
| +8% | +$308K | 0.41% | 56 |
|
|
2015
Q3 | $3.4M | Sell |
55,685
-71
| -0.1% | -$4.33K | 0.38% | 58 |
|
|
2015
Q2 | $3.78M | Buy |
55,756
+1,351
| +2% | +$91.5K | 0.41% | 55 |
|
|
2015
Q1 | $3.3M | Buy |
54,405
+291
| +0.5% | +$17.6K | 0.35% | 72 |
|
|
2014
Q4 | $3.39M | Buy |
54,114
+442
| +0.8% | +$27.7K | 0.37% | 70 |
|
|
2014
Q3 | $3.23M | Sell |
53,672
-578
| -1% | -$34.8K | 0.37% | 71 |
|
|
2014
Q2 | $3.13M | Buy |
54,250
+1,441
| +3% | +$83K | 0.36% | 75 |
|
|
2014
Q1 | $3.21M | Buy |
52,809
+362
| +0.7% | +$22K | 0.4% | 70 |
|
|
2013
Q4 | $3.07M | Buy |
+52,447
| New | +$3.07M | 0.41% | 67 |
|