Carmel Capital Partners’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 | $1.22M | Buy |
4,210
+648
| +18% | +$188K | 0.43% | 58 |
|
|
2025
Q1 | $874K | Buy |
3,562
+16
| +0.5% | +$3.93K | 0.34% | 63 |
|
|
2024
Q4 | $850K | Buy |
3,546
+12
| +0.3% | +$2.88K | 0.34% | 61 |
|
|
2024
Q3 | $745K | Buy |
3,534
+118
| +3% | +$24.9K | 0.29% | 70 |
|
|
2024
Q2 | $691K | Buy |
3,416
+83
| +2% | +$16.8K | 0.29% | 68 |
|
|
2024
Q1 | $668K | Buy |
3,333
+845
| +34% | +$169K | 0.28% | 70 |
|
|
2023
Q4 | $423K | Sell |
2,488
-804
| -24% | -$137K | 0.22% | 80 |
|
|
2023
Q3 | $477K | Buy |
3,292
+858
| +35% | +$124K | 0.21% | 78 |
|
|
2023
Q2 | $354K | Buy |
2,434
+67
| +3% | +$9.74K | 0.18% | 86 |
|
|
2023
Q1 | $308K | Buy |
2,367
+205
| +9% | +$26.7K | 0.18% | 93 |
|
|
2022
Q4 | $290K | Buy |
2,162
+231
| +12% | +$31K | 0.2% | 100 |
|
|
2022
Q3 | $202K | Buy |
+1,931
| New | +$202K | 0.2% | 110 |
|