Capital Management Associates Inc’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 | $1.19M | Buy |
4,120
+174
| +4% | +$50.4K | 0.38% | 40 |
|
|
2025
Q1 | $968K | Buy |
3,946
+379
| +11% | +$93K | 0.22% | 55 |
|
|
2024
Q4 | $855K | Buy |
3,567
+5
| +0.1% | +$1.2K | 0.32% | 43 |
|
|
2024
Q3 | $751K | Buy |
3,562
+104
| +3% | +$21.9K | 0.31% | 46 |
|
|
2024
Q2 | $699K | Sell |
3,458
-197
| -5% | -$39.8K | 0.42% | 36 |
|
|
2024
Q1 | $732K | Buy |
3,655
+1,508
| +70% | +$302K | 0.54% | 30 |
|
|
2023
Q4 | $365K | Buy |
+2,147
| New | +$365K | 0.22% | 56 |
|