Cassia 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 | $1.59M | Buy |
5,487
+10
| +0.2% | +$2.9K | 0.96% | 17 |
|
|
2025
Q1 | $1.34M | Buy |
5,477
+89
| +2% | +$21.8K | 0.84% | 18 |
|
|
2024
Q4 | $1.29M | Buy |
5,388
+935
| +21% | +$224K | 0.82% | 17 |
|
|
2024
Q3 | $939K | Sell |
4,453
-335
| -7% | -$70.6K | 0.62% | 20 |
|
|
2024
Q2 | $968K | Buy |
4,788
+110
| +2% | +$22.2K | 0.64% | 21 |
|
|
2024
Q1 | $937K | Buy |
4,678
+609
| +15% | +$122K | 0.62% | 20 |
|
|
2023
Q4 | $692K | Buy |
4,069
+183
| +5% | +$31.1K | 0.57% | 20 |
|
|
2023
Q3 | $564K | Buy |
3,886
+76
| +2% | +$11K | 0.46% | 23 |
|
|
2023
Q2 | $554K | Buy |
+3,810
| New | +$554K | 0.44% | 23 |
|
|
2022
Q4 | – | Sell |
-2,041
| Closed | -$213K | – | 79 |
|
|
2022
Q3 | $213K | Buy |
2,041
+51
| +3% | +$5.32K | 0.2% | 44 |
|
|
2022
Q2 | $224K | Buy |
1,990
+105
| +6% | +$11.8K | 0.22% | 46 |
|
|
2022
Q1 | $257K | Buy |
1,885
+45
| +2% | +$6.14K | 0.21% | 47 |
|
|
2021
Q4 | $291K | Sell |
1,840
-12,495
| -87% | -$1.98M | 0.2% | 48 |
|
|
2021
Q3 | $2.35M | Buy |
14,335
+12,886
| +889% | +$2.11M | 1.61% | 16 |
|
|
2021
Q2 | $225K | Buy |
+1,449
| New | +$225K | 0.17% | 36 |
|