Capital Square’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 | $1.91M | Sell |
6,646
-653
| -9% | -$187K | 1.02% | 24 |
|
|
2025
Q1 | $1.79M | Sell |
7,299
-55
| -0.7% | -$13.5K | 1.05% | 22 |
|
|
2024
Q4 | $1.95M | Buy |
7,354
+436
| +6% | +$115K | 1.11% | 21 |
|
|
2024
Q3 | $1.46M | Sell |
6,918
-1,057
| -13% | -$223K | 0.89% | 32 |
|
|
2024
Q2 | $1.68M | Sell |
7,975
-79
| -1% | -$16.6K | 1.09% | 25 |
|
|
2024
Q1 | $1.61M | Sell |
8,054
-123
| -2% | -$24.6K | 1.14% | 25 |
|
|
2023
Q4 | $1.39M | Buy |
8,177
+104
| +1% | +$17.7K | 1.57% | 23 |
|
|
2023
Q3 | $1.18M | Sell |
8,073
-2,344
| -23% | -$342K | 1.59% | 23 |
|
|
2023
Q2 | $1.52M | Sell |
10,417
-49
| -0.5% | -$7.13K | 1.4% | 20 |
|
|
2023
Q1 | $1.33M | Sell |
10,466
-2,232
| -18% | -$285K | 1.23% | 26 |
|
|
2022
Q4 | $1.7M | Sell |
12,698
-403
| -3% | -$54K | 1.54% | 15 |
|
|
2022
Q3 | $1.37M | Buy |
13,101
+2,492
| +23% | +$260K | 1.24% | 23 |
|
|
2022
Q2 | $1.19M | Sell |
10,609
-199
| -2% | -$22.4K | 0.99% | 31 |
|
|
2022
Q1 | $1.47M | Buy |
10,808
+646
| +6% | +$88K | 1.05% | 25 |
|
|
2021
Q4 | $1.66M | Sell |
10,162
-33
| -0.3% | -$5.4K | 1.15% | 25 |
|
|
2021
Q3 | $1.7M | Sell |
10,195
-49
| -0.5% | -$8.19K | 1.21% | 23 |
|
|
2021
Q2 | $1.57M | Buy |
10,244
+1,208
| +13% | +$185K | 1.16% | 25 |
|
|
2021
Q1 | $1.41M | Sell |
9,036
-442
| -5% | -$69.1K | 1.05% | 29 |
|
|
2020
Q4 | $1.2M | Buy |
9,478
+1,720
| +22% | +$218K | 1.01% | 27 |
|
|
2020
Q3 | $746K | Buy |
7,758
+780
| +11% | +$75K | 0.77% | 40 |
|
|
2020
Q2 | $656K | Buy |
6,978
+6
| +0.1% | +$564 | 0.7% | 44 |
|
|
2020
Q1 | $628K | Buy |
6,972
+235
| +3% | +$21.2K | 0.73% | 36 |
|
|
2019
Q4 | $939K | Buy |
+6,737
| New | +$939K | 0.9% | 31 |
|