CA
CapWealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
2,937
+38
| +1% | +$11K | 0.08% | 64 |
|
|
2025
Q1 | $711K | Buy |
2,899
+6
| +0.2% | +$1.47K | 0.08% | 66 |
|
|
2024
Q4 | $693K | Buy |
2,893
+24
| +0.8% | +$5.75K | 0.08% | 65 |
|
|
2024
Q3 | $605K | Buy |
2,869
+567
| +25% | +$120K | 0.07% | 68 |
|
|
2024
Q2 | $466K | Buy |
2,302
+50
| +2% | +$10.1K | 0.06% | 65 |
|
|
2024
Q1 | $451K | Hold |
2,252
| – | – | 0.05% | 68 |
|
|
2023
Q4 | $383K | Sell |
2,252
-4,063
| -64% | -$691K | 0.05% | 72 |
|
|
2023
Q3 | $916K | Sell |
6,315
-80
| -1% | -$11.6K | 0.12% | 65 |
|
|
2023
Q2 | $930K | Sell |
6,395
-318
| -5% | -$46.3K | 0.11% | 64 |
|
|
2023
Q1 | $875K | Buy |
6,713
+128
| +2% | +$16.7K | 0.11% | 67 |
|
|
2022
Q4 | $883K | Buy |
6,585
+225
| +4% | +$30.2K | 0.1% | 71 |
|
|
2022
Q3 | $665K | Sell |
6,360
-359
| -5% | -$37.5K | 0.09% | 75 |
|
|
2022
Q2 | $757K | Sell |
6,719
-2,048
| -23% | -$231K | 0.09% | 77 |
|
|
2022
Q1 | $1.2M | Sell |
8,767
-60
| -0.7% | -$8.18K | 0.12% | 75 |
|
|
2021
Q4 | $1.4M | Sell |
8,827
-1
| -0% | -$158 | 0.14% | 72 |
|
|
2021
Q3 | $1.45M | Sell |
8,828
-1,437
| -14% | -$235K | 0.16% | 67 |
|
|
2021
Q2 | $1.6M | Buy |
10,265
+60
| +0.6% | +$9.34K | 0.17% | 61 |
|
|
2021
Q1 | $1.55M | Sell |
10,205
-69,155
| -87% | -$10.5M | 0.18% | 62 |
|
|
2020
Q4 | $10.1M | Buy |
79,360
+1,962
| +3% | +$249K | 1.2% | 37 |
|
|
2020
Q3 | $7.45M | Buy |
77,398
+2,392
| +3% | +$230K | 1% | 41 |
|
|
2020
Q2 | $7.06M | Buy |
75,006
+6,301
| +9% | +$593K | 1% | 37 |
|
|
2020
Q1 | $6.19M | Sell |
68,705
-1,592
| -2% | -$143K | 1.09% | 36 |
|
|
2019
Q4 | $9.8M | Buy |
70,297
+275
| +0.4% | +$38.3K | 1.23% | 32 |
|
|
2019
Q3 | $8.24M | Buy |
70,022
+4,233
| +6% | +$498K | 1.1% | 35 |
|
|
2019
Q2 | $7.36M | Buy |
65,789
+3,483
| +6% | +$389K | 1.05% | 34 |
|
|
2019
Q1 | $6.31M | Buy |
62,306
+2,197
| +4% | +$222K | 0.97% | 37 |
|
|
2018
Q4 | $5.87M | Buy |
60,109
+5,705
| +10% | +$557K | 1.03% | 36 |
|
|
2018
Q3 | $6.14M | Buy |
54,404
+893
| +2% | +$101K | 1.01% | 39 |
|
|
2018
Q2 | $5.58M | Buy |
53,511
+2,061
| +4% | +$215K | 1% | 41 |
|
|
2018
Q1 | $5.66M | Sell |
51,450
-310
| -0.6% | -$34.1K | 1.09% | 37 |
|
|
2017
Q4 | $5.54M | Buy |
51,760
+863
| +2% | +$92.3K | 1% | 39 |
|
|
2017
Q3 | $4.86M | Buy |
50,897
+726
| +1% | +$69.3K | 0.93% | 40 |
|
|
2017
Q2 | $4.59M | Buy |
50,171
+6,667
| +15% | +$609K | 0.92% | 39 |
|
|
2017
Q1 | $3.82M | Sell |
43,504
-202
| -0.5% | -$17.7K | 0.78% | 42 |
|
|
2016
Q4 | $3.77M | Sell |
43,706
-148
| -0.3% | -$12.8K | 0.82% | 43 |
|
|
2016
Q3 | $2.92M | Buy |
43,854
+5,122
| +13% | +$341K | 0.7% | 39 |
|
|
2016
Q2 | $2.41M | Sell |
38,732
-689
| -2% | -$42.8K | 0.59% | 46 |
|
|
2016
Q1 | $2.33M | Buy |
39,421
+590
| +2% | +$34.9K | 0.59% | 47 |
|
|
2015
Q4 | $2.56M | Sell |
38,831
-549
| -1% | -$36.3K | 0.62% | 50 |
|
|
2015
Q3 | $2.4M | Sell |
39,380
-6,906
| -15% | -$421K | 0.6% | 49 |
|
|
2015
Q2 | $3.14M | Sell |
46,286
-2,033
| -4% | -$138K | 0.74% | 44 |
|
|
2015
Q1 | $2.93M | Sell |
48,319
-864
| -2% | -$52.3K | 0.69% | 48 |
|
|
2014
Q4 | $3.08M | Sell |
49,183
-807
| -2% | -$50.5K | 0.72% | 44 |
|
|
2014
Q3 | $3.01M | Sell |
49,990
-1,866
| -4% | -$112K | 0.68% | 47 |
|
|
2014
Q2 | $2.99M | Sell |
51,856
-9,653
| -16% | -$556K | 0.68% | 48 |
|
|
2014
Q1 | $3.73M | Sell |
61,509
-631
| -1% | -$38.3K | 1% | 42 |
|
|
2013
Q4 | $3.63M | Sell |
62,140
-6,478
| -9% | -$379K | 0.92% | 45 |
|
|
2013
Q3 | $3.55M | Sell |
68,618
-63
| -0.1% | -$3.26K | 0.99% | 41 |
|
|
2013
Q2 | $3.63M | Buy |
+68,681
| New | +$3.63M | 1.06% | 39 |
|