Capital Market Strategies’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 Q2	$339K	Buy	1,170 +77	+7%	+$19.6K	0.24%	85
2025 Q1	$268K	Sell	1,093 -1,127	-51%	-$287K	0.18%	108
2024 Q4	$532K	Buy	2,220 +57	+3%	+$13.3K	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%	+$116K	0.27%	74
2024 Q1	$312K	Buy	1,557 +61	+4%	+$11K	0.24%	96
2023 Q4	$254K	Buy	1,496 +1	+0.1%	+$152	0.22%	114
2023 Q3	$213K	Sell	1,495 -153	-9%	-$22.9K	0.21%	123
2023 Q2	$240K	Buy	+1,648	New	+$227K	0.22%	119
2023 Q1	–	Sell	-1,520	Closed	-$204K	–	87
2022 Q4	$204K	Buy	+1,520	New	+$193K	0.22%	129
2022 Q1	–	Sell	-1,307	Closed	-$207K	–	162
2021 Q4	$207K	Buy	+1,307	New	+$215K	0.17%	140