Cardinal Strategic Wealth Guidance’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 | $1.19M | Sell |
4,115
-15
| -0.4% | -$4.35K | 0.34% | 23 |
|
|
2025
Q1 | $1.01M | Sell |
4,130
-1,694
| -29% | -$416K | 0.32% | 24 |
|
|
2024
Q4 | $1.4M | Buy |
5,824
+1,500
| +35% | +$360K | 0.44% | 23 |
|
|
2024
Q3 | $912K | Hold |
4,324
| – | – | 0.3% | 27 |
|
|
2024
Q2 | $875K | Buy |
4,324
+217
| +5% | +$43.9K | 0.32% | 25 |
|
|
2024
Q1 | $823K | Sell |
4,107
-512
| -11% | -$103K | 0.31% | 27 |
|
|
2023
Q4 | $786K | Sell |
4,619
-30
| -0.6% | -$5.11K | 0.31% | 30 |
|
|
2023
Q3 | $674K | Hold |
4,649
| – | – | 0.31% | 32 |
|
|
2023
Q2 | $673K | Sell |
4,649
-9
| -0.2% | -$1.3K | 0.3% | 33 |
|
|
2023
Q1 | $605K | Sell |
4,658
-355
| -7% | -$46.1K | 0.28% | 35 |
|
|
2022
Q4 | $671K | Sell |
5,013
-110
| -2% | -$14.7K | 0.32% | 41 |
|
|
2022
Q3 | $538K | Sell |
5,123
-462
| -8% | -$48.5K | 0.29% | 38 |
|
|
2022
Q2 | $633K | Sell |
5,585
-75
| -1% | -$8.5K | 0.32% | 38 |
|
|
2022
Q1 | $778K | Sell |
5,660
-350
| -6% | -$48.1K | 0.36% | 35 |
|
|
2021
Q4 | $952K | Sell |
6,010
-12
| -0.2% | -$1.9K | 0.44% | 35 |
|
|
2021
Q3 | $986K | Sell |
6,022
-129
| -2% | -$21.1K | 0.52% | 30 |
|
|
2021
Q2 | $955K | Sell |
6,151
-165
| -3% | -$25.6K | 0.5% | 31 |
|
|
2021
Q1 | $965K | Sell |
6,316
-31
| -0.5% | -$4.74K | 0.57% | 30 |
|
|
2020
Q4 | $804K | Sell |
6,347
-9
| -0.1% | -$1.14K | 0.48% | 25 |
|
|
2020
Q3 | $610K | Sell |
6,356
-275
| -4% | -$26.4K | 0.43% | 31 |
|
|
2020
Q2 | $622K | Buy |
6,631
+400
| +6% | +$37.5K | 0.46% | 27 |
|
|
2020
Q1 | $566K | Sell |
6,231
-349
| -5% | -$31.7K | 0.52% | 27 |
|
|
2019
Q4 | $916K | Buy |
+6,580
| New | +$916K | 0.79% | 23 |
|