Cary Street Partners Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.5M | Sell |
30,812
-489
| -2% | -$103K | 0.86% | 28 |
|
|
2024
Q2 | $6.33M | Buy |
31,301
+438
| +1% | +$88.6K | 0.93% | 28 |
|
|
2024
Q1 | $6.18M | Sell |
30,863
-1,219
| -4% | -$244K | 0.96% | 23 |
|
|
2023
Q4 | $5.46M | Sell |
32,082
-1,404
| -4% | -$239K | 0.94% | 28 |
|
|
2023
Q3 | $4.86M | Sell |
33,486
-386
| -1% | -$56K | 0.91% | 27 |
|
|
2023
Q2 | $4.93M | Buy |
33,872
+51
| +0.2% | +$7.42K | 0.92% | 28 |
|
|
2023
Q1 | $4.41M | Sell |
33,821
-306
| -0.9% | -$39.9K | 0.83% | 30 |
|
|
2022
Q4 | $4.58M | Buy |
34,127
+1,486
| +5% | +$199K | 0.93% | 26 |
|
|
2022
Q3 | $3.41M | Buy |
32,641
+1,113
| +4% | +$116K | 0.82% | 32 |
|
|
2022
Q2 | $3.55M | Buy |
31,528
+7,874
| +33% | +$887K | 0.83% | 31 |
|
|
2022
Q1 | $3.22M | Buy |
23,654
+1,181
| +5% | +$161K | 0.64% | 43 |
|
|
2021
Q4 | $3.56M | Sell |
22,473
-1,854
| -8% | -$294K | 0.76% | 41 |
|
|
2021
Q3 | $3.98M | Sell |
24,327
-268
| -1% | -$43.9K | 1.41% | 27 |
|
|
2021
Q2 | $3.83M | Sell |
24,595
-133,248
| -84% | -$20.7M | 0.91% | 40 |
|
|
2021
Q1 | $4.28M | Buy |
157,843
+20,577
| +15% | +$558K | 1.05% | 30 |
|
|
2020
Q4 | $3.59M | Buy |
+137,266
| New | +$3.59M | 1.06% | 33 |
|