CCG
Catalina Capital Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
2,470
-926
| -27% | -$268K | 0.47% | 48 |
|
|
2025
Q1 | $833K | Sell |
3,396
-10,564
| -76% | -$2.59M | 0.54% | 42 |
|
|
2024
Q4 | $3.35M | Buy |
13,960
+537
| +4% | +$129K | 1.1% | 17 |
|
|
2024
Q3 | $2.83M | Buy |
13,423
+1,677
| +14% | +$354K | 0.95% | 22 |
|
|
2024
Q2 | $2.38M | Buy |
11,746
+2,330
| +25% | +$471K | 0.89% | 23 |
|
|
2024
Q1 | $1.89M | Buy |
9,416
+5,692
| +153% | +$1.14M | 0.78% | 24 |
|
|
2023
Q4 | $633K | Buy |
+3,724
| New | +$633K | 0.42% | 40 |
|