Capital Square’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 | $1.91M | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $746K | Buy |
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|
2020
Q2 | $656K | Buy |
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|
2020
Q1 | $628K | Buy |
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|
2019
Q4 | $939K | Buy |
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