Caprock Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.3M | Buy |
86,780
+6,977
| +9% | +$1.71M | 0.65% | 26 |
|
|
2024
Q4 | $19.1M | Buy |
79,803
+2,937
| +4% | +$704K | 0.63% | 26 |
|
|
2024
Q3 | $16.2M | Buy |
76,866
+889
| +1% | +$187K | 0.59% | 26 |
|
|
2024
Q2 | $15.4M | Buy |
75,977
+38,047
| +100% | +$7.7M | 0.62% | 24 |
|
|
2024
Q1 | $7.6M | Buy |
37,930
+855
| +2% | +$171K | 0.44% | 36 |
|
|
2023
Q4 | $6.31M | Buy |
37,075
+4,770
| +15% | +$811K | 0.4% | 40 |
|
|
2023
Q3 | $4.69M | Buy |
32,305
+61
| +0.2% | +$8.85K | 0.35% | 48 |
|
|
2023
Q2 | $4.69M | Sell |
32,244
-3,128
| -9% | -$455K | 0.34% | 47 |
|
|
2023
Q1 | $4.61M | Buy |
35,372
+3,833
| +12% | +$499K | 0.36% | 47 |
|
|
2022
Q4 | $4.23M | Sell |
31,539
-1,076
| -3% | -$144K | 0.39% | 39 |
|
|
2022
Q3 | $3.41M | Buy |
32,615
+969
| +3% | +$101K | 0.33% | 46 |
|
|
2022
Q2 | $3.56M | Buy |
31,646
+1,678
| +6% | +$189K | 0.35% | 44 |
|
|
2022
Q1 | $4.09M | Buy |
29,968
+1,563
| +6% | +$213K | 0.38% | 43 |
|
|
2021
Q4 | $4.5M | Sell |
28,405
-2,691
| -9% | -$426K | 0.37% | 42 |
|
|
2021
Q3 | $5.09M | Sell |
31,096
-2,707
| -8% | -$443K | 0.45% | 37 |
|
|
2021
Q2 | $5.26M | Sell |
33,803
-2,816
| -8% | -$438K | 0.48% | 36 |
|
|
2021
Q1 | $5.58M | Sell |
36,619
-1,277
| -3% | -$194K | 0.61% | 28 |
|
|
2020
Q4 | $4.81M | Buy |
37,896
+4,329
| +13% | +$550K | 0.55% | 33 |
|
|
2020
Q3 | $3.23M | Buy |
33,567
+1,038
| +3% | +$99.9K | 0.44% | 41 |
|
|
2020
Q2 | $3.06M | Buy |
32,529
+6,179
| +23% | +$581K | 0.46% | 40 |
|
|
2020
Q1 | $2.37M | Sell |
26,350
-544
| -2% | -$49K | 0.45% | 40 |
|
|
2019
Q4 | $3.75M | Buy |
26,894
+463
| +2% | +$64.5K | 0.67% | 32 |
|
|
2019
Q3 | $3.11M | Sell |
26,431
-302
| -1% | -$35.5K | 0.61% | 36 |
|
|
2019
Q2 | $2.99M | Sell |
26,733
-39
| -0.1% | -$4.36K | 0.58% | 38 |
|
|
2019
Q1 | $2.71M | Buy |
26,772
+720
| +3% | +$72.9K | 0.53% | 37 |
|
|
2018
Q4 | $2.54M | Buy |
26,052
+710
| +3% | +$69.3K | 0.59% | 33 |
|
|
2018
Q3 | $2.86M | Sell |
25,342
-673
| -3% | -$76K | 0.58% | 29 |
|
|
2018
Q2 | $2.71M | Sell |
26,015
-79
| -0.3% | -$8.23K | 0.57% | 27 |
|
|
2018
Q1 | $2.87M | Buy |
26,094
+199
| +0.8% | +$21.9K | 0.61% | 26 |
|
|
2017
Q4 | $2.93M | Buy |
25,895
+35
| +0.1% | +$3.96K | 0.57% | 31 |
|
|
2017
Q3 | $2.47M | Buy |
25,860
+640
| +3% | +$61.1K | 0.51% | 36 |
|
|
2017
Q2 | $2.31M | Buy |
25,220
+6,460
| +34% | +$590K | 0.51% | 35 |
|
|
2017
Q1 | $1.65M | Sell |
18,760
-2,375
| -11% | -$209K | 0.39% | 47 |
|
|
2016
Q4 | $1.82M | Sell |
21,135
-9,192
| -30% | -$793K | 0.46% | 41 |
|
|
2016
Q3 | $2.02M | Buy |
30,327
+9,832
| +48% | +$655K | 0.46% | 46 |
|
|
2016
Q2 | $1.27M | Sell |
20,495
-1,471
| -7% | -$91.4K | 0.31% | 82 |
|
|
2016
Q1 | $1.3M | Buy |
+21,966
| New | +$1.3M | 0.31% | 70 |
|