CFA
Capstone Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
55,209
+233
| +0.4% | +$67.5K | 0.93% | 17 |
|
|
2025
Q1 | $13.5M | Buy |
54,976
+19
| +0% | +$4.66K | 0.85% | 17 |
|
|
2024
Q4 | $13.2M | Buy |
54,957
+729
| +1% | +$175K | 0.81% | 18 |
|
|
2024
Q3 | $11.4M | Buy |
54,228
+1,035
| +2% | +$218K | 0.7% | 18 |
|
|
2024
Q2 | $10.8M | Buy |
53,193
+234
| +0.4% | +$47.3K | 0.71% | 18 |
|
|
2024
Q1 | $10.6M | Buy |
52,959
+100
| +0.2% | +$20K | 0.71% | 17 |
|
|
2023
Q4 | $8.99M | Sell |
52,859
-2,317
| -4% | -$394K | 0.64% | 18 |
|
|
2023
Q3 | $8M | Buy |
55,176
+191
| +0.3% | +$27.7K | 0.63% | 20 |
|
|
2023
Q2 | $8M | Buy |
54,985
+563
| +1% | +$81.9K | 0.6% | 20 |
|
|
2023
Q1 | $7.09M | Buy |
54,422
+277
| +0.5% | +$36.1K | 0.56% | 21 |
|
|
2022
Q4 | $7.26M | Buy |
54,145
+300
| +0.6% | +$40.2K | 0.61% | 21 |
|
|
2022
Q3 | $5.63M | Buy |
53,845
+738
| +1% | +$77.1K | 0.52% | 21 |
|
|
2022
Q2 | $5.98M | Buy |
53,107
+310
| +0.6% | +$34.9K | 0.51% | 25 |
|
|
2022
Q1 | $7.2M | Buy |
52,797
+93
| +0.2% | +$12.7K | 0.52% | 24 |
|
|
2021
Q4 | $8.35M | Buy |
52,704
+841
| +2% | +$133K | 0.6% | 20 |
|
|
2021
Q3 | $8.49M | Buy |
51,863
+405
| +0.8% | +$66.3K | 0.67% | 20 |
|
|
2021
Q2 | $8M | Buy |
51,458
+876
| +2% | +$136K | 0.63% | 19 |
|
|
2021
Q1 | $7.7M | Buy |
50,582
+323
| +0.6% | +$49.2K | 0.68% | 19 |
|
|
2020
Q4 | $6.39M | Sell |
50,259
-243
| -0.5% | -$30.9K | 0.61% | 19 |
|
|
2020
Q3 | $4.86M | Buy |
50,502
+1
| +0% | +$96 | 0.51% | 20 |
|
|
2020
Q2 | $4.75M | Sell |
50,501
-260
| -0.5% | -$24.5K | 0.54% | 20 |
|
|
2020
Q1 | $4.57M | Sell |
50,761
-855
| -2% | -$77K | 0.6% | 19 |
|
|
2019
Q4 | $7.2M | Buy |
51,616
+93
| +0.2% | +$13K | 1.01% | 13 |
|
|
2019
Q3 | $6.06M | Sell |
51,523
-2,215
| -4% | -$261K | 0.93% | 13 |
|
|
2019
Q2 | $6.01M | Buy |
53,738
+404
| +0.8% | +$45.2K | 0.97% | 13 |
|
|
2019
Q1 | $5.4M | Buy |
53,334
+605
| +1% | +$61.2K | 0.92% | 14 |
|
|
2018
Q4 | $5.15M | Sell |
52,729
-4,864
| -8% | -$475K | 1.03% | 17 |
|
|
2018
Q3 | $6.5M | Buy |
57,593
+5
| +0% | +$564 | 1.61% | 11 |
|
|
2018
Q2 | $6M | Buy |
57,588
+4
| +0% | +$417 | 1.8% | 12 |
|
|
2018
Q1 | $6.33M | Sell |
57,584
-661
| -1% | -$72.7K | 2.09% | 11 |
|
|
2017
Q4 | $6.23M | Sell |
58,245
-1,378
| -2% | -$147K | 2.32% | 11 |
|
|
2017
Q3 | $5.7M | Sell |
59,623
-55
| -0.1% | -$5.25K | 2.53% | 7 |
|
|
2017
Q2 | $5.46M | Buy |
59,678
+927
| +2% | +$84.7K | 2.64% | 7 |
|
|
2017
Q1 | $5.16M | Buy |
58,751
+500
| +0.9% | +$43.9K | 2.62% | 8 |
|
|
2016
Q4 | $5.03M | Buy |
58,251
+34
| +0.1% | +$2.93K | 2.29% | 10 |
|
|
2016
Q3 | $3.88M | Buy |
58,217
+1
| +0% | +$67 | 2.06% | 8 |
|
|
2016
Q2 | $3.62M | Sell |
58,216
-1,361
| -2% | -$84.6K | 1.95% | 8 |
|
|
2016
Q1 | $3.53M | Sell |
59,577
-1,353
| -2% | -$80.1K | 1.4% | 12 |
|
|
2015
Q4 | $4.02M | Sell |
60,930
-999
| -2% | -$66K | 1.43% | 12 |
|
|
2015
Q3 | $3.78M | Sell |
61,929
-10
| -0% | -$610 | 1.67% | 11 |
|
|
2015
Q2 | $4.2M | Sell |
61,939
-1,727
| -3% | -$117K | 1.64% | 10 |
|
|
2015
Q1 | $3.86M | Buy |
63,666
+594
| +0.9% | +$36K | 1.48% | 10 |
|
|
2014
Q4 | $3.95M | Sell |
63,072
-1,086
| -2% | -$68K | 1.23% | 14 |
|
|
2014
Q3 | $3.87M | Buy |
64,158
+99
| +0.2% | +$5.96K | 2.35% | 7 |
|
|
2014
Q2 | $3.69M | Sell |
64,059
-850
| -1% | -$49K | 2.57% | 6 |
|
|
2014
Q1 | $3.94M | Sell |
64,909
-1,630
| -2% | -$99K | 2.41% | 7 |
|
|
2013
Q4 | $3.89M | Buy |
+66,539
| New | +$3.89M | 2.51% | 6 |
|