CA
Carson Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
9,933
-50
| -0.5% | -$14.5K | 1.83% | 14 |
|
|
2025
Q1 | $2.45M | Sell |
9,983
-67
| -0.7% | -$16.4K | 1.65% | 14 |
|
|
2024
Q4 | $2.41M | Sell |
10,050
-660
| -6% | -$158K | 1.68% | 15 |
|
|
2024
Q3 | $2.26M | Sell |
10,710
-252
| -2% | -$53.1K | 1.42% | 16 |
|
|
2024
Q2 | $2.22M | Sell |
10,962
-376
| -3% | -$76.1K | 1.56% | 15 |
|
|
2024
Q1 | $2.27M | Buy |
11,338
+52
| +0.5% | +$10.4K | 1.6% | 15 |
|
|
2023
Q4 | $1.92M | Sell |
11,286
-85
| -0.7% | -$14.5K | 1.49% | 15 |
|
|
2023
Q3 | $1.65M | Buy |
11,371
+1,290
| +13% | +$187K | 1.45% | 13 |
|
|
2023
Q2 | $1.47M | Sell |
10,081
-80
| -0.8% | -$11.6K | 1.24% | 20 |
|
|
2023
Q1 | $1.32M | Sell |
10,161
-531
| -5% | -$69.2K | 1.18% | 21 |
|
|
2022
Q4 | $1.43M | Sell |
10,692
-52
| -0.5% | -$6.97K | 1.38% | 19 |
|
|
2022
Q3 | $1.12M | Buy |
10,744
+1,733
| +19% | +$181K | 1.24% | 19 |
|
|
2022
Q2 | $1.02M | Buy |
9,011
+896
| +11% | +$101K | 1.13% | 22 |
|
|
2022
Q1 | $1.11M | Sell |
8,115
-96
| -1% | -$13.1K | 1.1% | 24 |
|
|
2021
Q4 | $1.3M | Buy |
+8,211
| New | +$1.3M | 1.32% | 19 |
|