Capital Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
26,726
+3,049
| +13% | +$884K | 0.63% | 32 |
|
|
2025
Q1 | $5.81M | Buy |
23,677
+534
| +2% | +$131K | 0.52% | 44 |
|
|
2024
Q4 | $5.55M | Buy |
23,143
+493
| +2% | +$118K | 0.53% | 42 |
|
|
2024
Q3 | $4.78M | Sell |
22,650
-213
| -0.9% | -$44.9K | 0.45% | 55 |
|
|
2024
Q2 | $4.62M | Buy |
22,863
+382
| +2% | +$77.3K | 0.48% | 46 |
|
|
2024
Q1 | $4.5M | Sell |
22,481
-740
| -3% | -$148K | 0.48% | 41 |
|
|
2023
Q4 | $3.95M | Sell |
23,221
-1,174
| -5% | -$200K | 0.37% | 47 |
|
|
2023
Q3 | $3.54M | Sell |
24,395
-1,559
| -6% | -$226K | 0.35% | 47 |
|
|
2023
Q2 | $3.77M | Sell |
25,954
-713
| -3% | -$104K | 0.37% | 40 |
|
|
2023
Q1 | $3.47M | Sell |
26,667
-6,990
| -21% | -$911K | 0.41% | 48 |
|
|
2022
Q4 | $4.51M | Sell |
33,657
-2,312
| -6% | -$310K | 0.54% | 36 |
|
|
2022
Q3 | $3.76M | Buy |
35,969
+2,341
| +7% | +$245K | 0.49% | 38 |
|
|
2022
Q2 | $3.79M | Buy |
33,628
+1,684
| +5% | +$190K | 0.46% | 42 |
|
|
2022
Q1 | $4.36M | Buy |
31,944
+3,849
| +14% | +$525K | 0.47% | 35 |
|
|
2021
Q4 | $4.45M | Buy |
28,095
+795
| +3% | +$126K | 0.53% | 36 |
|
|
2021
Q3 | $4.47M | Buy |
27,300
+2,071
| +8% | +$339K | 0.56% | 29 |
|
|
2021
Q2 | $3.92M | Buy |
25,229
+213
| +0.9% | +$33.1K | 0.49% | 43 |
|
|
2021
Q1 | $3.81M | Sell |
25,016
-634
| -2% | -$96.5K | 0.54% | 37 |
|
|
2020
Q4 | $3.26M | Buy |
25,650
+2,683
| +12% | +$341K | 0.48% | 45 |
|
|
2020
Q3 | $2.21M | Sell |
22,967
-2,912
| -11% | -$280K | 0.42% | 57 |
|
|
2020
Q2 | $2.43M | Buy |
25,879
+2,430
| +10% | +$229K | 0.49% | 51 |
|
|
2020
Q1 | $2.11M | Buy |
23,449
+12,760
| +119% | +$1.15M | 0.52% | 42 |
|
|
2019
Q4 | $1.49M | Buy |
10,689
+1,758
| +20% | +$245K | 0.4% | 52 |
|
|
2019
Q3 | $1.05M | Sell |
8,931
-856
| -9% | -$101K | 0.29% | 69 |
|
|
2019
Q2 | $1.12M | Buy |
9,787
+5,756
| +143% | +$658K | 0.34% | 61 |
|
|
2019
Q1 | $408K | Buy |
4,031
+249
| +7% | +$25.2K | 0.15% | 132 |
|
|
2018
Q4 | $369K | Sell |
3,782
-50
| -1% | -$4.88K | 0.16% | 124 |
|
|
2018
Q3 | $432K | Sell |
3,832
-60
| -2% | -$6.76K | 0.2% | 124 |
|
|
2018
Q2 | $406K | Buy |
3,892
+142
| +4% | +$14.8K | 0.2% | 131 |
|
|
2018
Q1 | $412K | Buy |
3,750
+997
| +36% | +$110K | 0.23% | 108 |
|
|
2017
Q4 | $294K | Buy |
2,753
+75
| +3% | +$8.01K | 0.17% | 142 |
|
|
2017
Q3 | $256K | Sell |
2,678
-168
| -6% | -$16.1K | 0.16% | 146 |
|
|
2017
Q2 | $260K | Buy |
2,846
+110
| +4% | +$10K | 0.17% | 130 |
|
|
2017
Q1 | $240K | Sell |
2,736
-1,178
| -30% | -$103K | 0.18% | 120 |
|
|
2016
Q4 | $338K | Buy |
+3,914
| New | +$338K | 0.29% | 87 |
|