Caprock Group’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
Q3 | $27.5M | Buy |
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|
2025
Q1 | $21.3M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $16.2M | Buy |
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|
2024
Q2 | $15.4M | Buy |
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|
2024
Q1 | $7.6M | Buy |
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|
2023
Q4 | $6.31M | Buy |
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|
2023
Q3 | $4.69M | Buy |
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|
2023
Q2 | $4.69M | Sell |
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|
2023
Q1 | $4.61M | Buy |
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|
2022
Q4 | $4.23M | Sell |
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|
2022
Q3 | $3.41M | Buy |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $4.09M | Buy |
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|
2021
Q4 | $4.5M | Sell |
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|
2021
Q3 | $5.09M | Sell |
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|
2021
Q2 | $5.26M | Sell |
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|
2021
Q1 | $5.58M | Sell |
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|
2020
Q4 | $4.81M | Buy |
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|
2020
Q3 | $3.23M | Buy |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $3.75M | Buy |
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|
2019
Q3 | $3.11M | Sell |
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|
2019
Q2 | $2.99M | Sell |
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|
2019
Q1 | $2.71M | Buy |
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|
2018
Q4 | $2.54M | Buy |
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|
2018
Q3 | $2.86M | Sell |
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|
2018
Q2 | $2.71M | Sell |
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|
2018
Q1 | $2.87M | Buy |
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|
2017
Q4 | $2.93M | Buy |
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|
2017
Q3 | $2.47M | Buy |
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|
2017
Q2 | $2.31M | Buy |
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|
2017
Q1 | $1.65M | Sell |
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|
2016
Q4 | $1.82M | Sell |
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|
2016
Q3 | $2.02M | Buy |
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|
2016
Q2 | $1.27M | Sell |
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|
2016
Q1 | $1.3M | Buy |
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