Carmel Capital Management’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
Q2 | $17.8M | Sell |
|
|||||
|
2025
Q1 | $15.1M | Sell |
|
|||||
|
2024
Q4 | $14.7M | Sell |
|
|||||
|
2024
Q3 | $13M | Sell |
|
|||||
|
2024
Q2 | $12.6M | Buy |
|
|||||
|
2024
Q1 | $12.5M | Buy |
|
|||||
|
2023
Q4 | $10.5M | Buy |
|
|||||
|
2023
Q3 | $8.98M | Sell |
|
|||||
|
2023
Q2 | $9.07M | Buy |
|
|||||
|
2023
Q1 | $8.05M | Buy |
|
|||||
|
2022
Q4 | $8.26M | Buy |
|
|||||
|
2022
Q3 | $6.37M | Buy |
|
|||||
|
2022
Q2 | $6.62M | Buy |
|
|||||
|
2022
Q1 | $7.78M | Buy |
|
|||||
|
2021
Q4 | $8.96M | Buy |
|