Capital Investment Services of America’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 | $218K | Sell |
751
-76
| -9% | -$22K | 0.02% | 82 |
|
|
2025
Q1 | $203K | Buy |
+827
| New | +$203K | 0.02% | 77 |
|
|
2022
Q2 | – | Sell |
-1,501
| Closed | -$238K | – | 78 |
|
|
2022
Q1 | $238K | Hold |
1,501
| – | – | 0.02% | 75 |
|
|
2021
Q4 | $238K | Hold |
1,501
| – | – | 0.02% | 75 |
|
|
2021
Q3 | $246K | Hold |
1,501
| – | – | 0.02% | 72 |
|
|
2021
Q2 | $233K | Hold |
1,501
| – | – | 0.02% | 78 |
|
|
2021
Q1 | $228K | Buy |
+1,501
| New | +$228K | 0.02% | 77 |
|