Capital Management Associates (New York)’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 | $2.68M | Hold |
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|
2025
Q2 | $2.46M | Hold |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $2.65M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $724K | Sell |
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|
2023
Q2 | $746K | Hold |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $888K | Buy |
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|
2022
Q2 | $957K | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.08M | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $835K | Buy |
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|
2020
Q3 | $436K | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.19M | Hold |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $969K | Hold |
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|
2018
Q4 | $935K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $409K | Buy |
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|
2015
Q3 | $366K | Buy |
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|
2015
Q2 | $386K | Buy |
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