Capital Investment Advisory Services’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
Q3 | $8.46M | Buy |
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|
2025
Q2 | $7.75M | Buy |
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|
2025
Q1 | $5.81M | Buy |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | $4.78M | Sell |
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|
2024
Q2 | $4.62M | Buy |
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|
2024
Q1 | $4.5M | Sell |
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|
2023
Q4 | $3.95M | Sell |
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|
2023
Q3 | $3.54M | Sell |
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|
2023
Q2 | $3.77M | Sell |
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|
2023
Q1 | $3.47M | Sell |
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|
2022
Q4 | $4.51M | Sell |
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|
2022
Q3 | $3.76M | Buy |
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|
2022
Q2 | $3.79M | Buy |
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|
2022
Q1 | $4.36M | Buy |
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|
2021
Q4 | $4.45M | Buy |
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|
2021
Q3 | $4.47M | Buy |
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|
2021
Q2 | $3.92M | Buy |
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|
2021
Q1 | $3.81M | Sell |
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|
2020
Q4 | $3.26M | Buy |
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|
2020
Q3 | $2.21M | Sell |
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|
2020
Q2 | $2.43M | Buy |
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|
2020
Q1 | $2.11M | Buy |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $408K | Buy |
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|
2018
Q4 | $369K | Sell |
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|
2018
Q3 | $432K | Sell |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $256K | Sell |
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|
2017
Q2 | $260K | Buy |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $338K | Buy |
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