CCM
Carmel Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
61,272
-100
| -0.2% | -$29K | 5.99% | 3 |
|
|
2025
Q1 | $15.1M | Sell |
61,372
-75
| -0.1% | -$18.4K | 6.11% | 3 |
|
|
2024
Q4 | $14.7M | Sell |
61,447
-210
| -0.3% | -$50.3K | 5.56% | 3 |
|
|
2024
Q3 | $13M | Sell |
61,657
-836
| -1% | -$176K | 4.88% | 7 |
|
|
2024
Q2 | $12.6M | Buy |
62,493
+60
| +0.1% | +$12.1K | 4.92% | 7 |
|
|
2024
Q1 | $12.5M | Buy |
62,433
+425
| +0.7% | +$85.1K | 5.14% | 6 |
|
|
2023
Q4 | $10.5M | Buy |
62,008
+55
| +0.1% | +$9.36K | 5.06% | 6 |
|
|
2023
Q3 | $8.98M | Sell |
61,953
-400
| -0.6% | -$58K | 5.09% | 6 |
|
|
2023
Q2 | $9.07M | Buy |
62,353
+600
| +1% | +$87.3K | 4.71% | 6 |
|
|
2023
Q1 | $8.05M | Buy |
61,753
+180
| +0.3% | +$23.5K | 4.6% | 7 |
|
|
2022
Q4 | $8.26M | Buy |
61,573
+650
| +1% | +$87.2K | 5.09% | 6 |
|
|
2022
Q3 | $6.37M | Buy |
60,923
+2,105
| +4% | +$220K | 4.16% | 9 |
|
|
2022
Q2 | $6.62M | Buy |
58,818
+1,750
| +3% | +$197K | 4.1% | 9 |
|
|
2022
Q1 | $7.78M | Buy |
57,068
+500
| +0.9% | +$68.2K | 4.05% | 8 |
|
|
2021
Q4 | $8.96M | Buy |
+56,568
| New | +$8.96M | 4.4% | 9 |
|