Capital Market Strategies’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 | $339K | Buy |
1,170
+77
| +7% | +$22.3K | 0.24% | 85 |
|
|
2025
Q1 | $268K | Sell |
1,093
-1,127
| -51% | -$276K | 0.18% | 108 |
|
|
2024
Q4 | $532K | Buy |
2,220
+57
| +3% | +$13.7K | 0.31% | 67 |
|
|
2024
Q3 | $456K | Buy |
2,163
+13
| +0.6% | +$2.74K | 0.27% | 76 |
|
|
2024
Q2 | $435K | Buy |
2,150
+593
| +38% | +$120K | 0.27% | 74 |
|
|
2024
Q1 | $312K | Buy |
1,557
+61
| +4% | +$12.2K | 0.24% | 96 |
|
|
2023
Q4 | $254K | Buy |
1,496
+1
| +0.1% | +$170 | 0.22% | 114 |
|
|
2023
Q3 | $213K | Sell |
1,495
-153
| -9% | -$21.8K | 0.21% | 123 |
|
|
2023
Q2 | $240K | Buy |
+1,648
| New | +$240K | 0.22% | 119 |
|
|
2023
Q1 | – | Sell |
-1,520
| Closed | -$204K | – | 87 |
|
|
2022
Q4 | $204K | Buy |
+1,520
| New | +$204K | 0.22% | 129 |
|
|
2022
Q1 | – | Sell |
-1,307
| Closed | -$207K | – | 162 |
|
|
2021
Q4 | $207K | Buy |
+1,307
| New | +$207K | 0.17% | 140 |
|