CICC
Capital Investment Counsel (Colorado)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
36,066
-1,084
| -3% | -$314K | 1.62% | 17 |
|
|
2025
Q1 | $9.11M | Sell |
37,150
-853
| -2% | -$209K | 1.51% | 18 |
|
|
2024
Q4 | $9.11M | Buy |
38,003
+586
| +2% | +$140K | 1.52% | 19 |
|
|
2024
Q3 | $7.89M | Buy |
37,417
+657
| +2% | +$139K | 1.37% | 23 |
|
|
2024
Q2 | $7.43M | Buy |
36,760
+1,170
| +3% | +$237K | 1.46% | 21 |
|
|
2024
Q1 | $7.13M | Buy |
35,590
+15,439
| +77% | +$3.09M | 1.53% | 22 |
|
|
2023
Q4 | $3.43M | Buy |
+20,151
| New | +$3.43M | 1.29% | 29 |
|