CPA
Capital Performance Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
9,702
+463
| +5% | +$134K | 0.55% | 31 |
|
|
2025
Q1 | $2.27M | Buy |
9,239
+6,242
| +208% | +$1.53M | 0.5% | 33 |
|
|
2024
Q4 | $718K | Buy |
2,997
+399
| +15% | +$95.7K | 0.23% | 44 |
|
|
2024
Q3 | $548K | Buy |
2,598
+650
| +33% | +$137K | 0.17% | 45 |
|
|
2024
Q2 | $394K | Buy |
1,948
+31
| +2% | +$6.27K | 0.15% | 55 |
|
|
2024
Q1 | $384K | Buy |
1,917
+170
| +10% | +$34.1K | 0.15% | 54 |
|
|
2023
Q4 | $297K | Buy |
1,747
+42
| +2% | +$7.14K | 0.13% | 50 |
|
|
2023
Q3 | $247K | Buy |
1,705
+66
| +4% | +$9.57K | 0.13% | 47 |
|
|
2023
Q2 | $238K | Sell |
1,639
-50
| -3% | -$7.27K | 0.12% | 48 |
|
|
2023
Q1 | $220K | Buy |
1,689
+100
| +6% | +$13K | 0.12% | 48 |
|
|
2022
Q4 | $213K | Buy |
+1,589
| New | +$213K | 0.12% | 42 |
|
|
2022
Q2 | – | Sell |
-1,586
| Closed | -$216K | – | 56 |
|
|
2022
Q1 | $216K | Sell |
1,586
-60
| -4% | -$8.17K | 0.12% | 47 |
|
|
2021
Q4 | $239K | Buy |
+1,646
| New | +$239K | 0.14% | 42 |
|