CI
Cavalier Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Sell |
33,748
-667
| -2% | -$193K | 2.96% | 10 |
|
|
2025
Q1 | $8.44M | Buy |
34,415
+29,717
| +633% | +$7.29M | 2.87% | 11 |
|
|
2024
Q4 | $1.13M | Buy |
4,698
+192
| +4% | +$46K | 0.38% | 44 |
|
|
2024
Q3 | $950K | Buy |
4,506
+276
| +7% | +$58.2K | 0.29% | 63 |
|
|
2024
Q2 | $856K | Buy |
4,230
+124
| +3% | +$25.1K | 0.26% | 61 |
|
|
2024
Q1 | $822K | Buy |
4,106
+224
| +6% | +$44.9K | 0.3% | 62 |
|
|
2023
Q4 | $660K | Buy |
3,882
+79
| +2% | +$13.4K | 0.24% | 73 |
|
|
2023
Q3 | $552K | Buy |
3,803
+140
| +4% | +$20.3K | 0.22% | 76 |
|
|
2023
Q2 | $533K | Buy |
3,663
+220
| +6% | +$32K | 0.19% | 86 |
|
|
2023
Q1 | $449K | Buy |
3,443
+184
| +6% | +$24K | 0.18% | 54 |
|
|
2022
Q4 | $437K | Sell |
3,259
-160
| -5% | -$21.5K | 0.16% | 93 |
|
|
2022
Q3 | $357K | Sell |
3,419
-284
| -8% | -$29.7K | 0.13% | 95 |
|
|
2022
Q2 | $417K | Buy |
3,703
+24
| +0.7% | +$2.7K | 0.15% | 95 |
|
|
2022
Q1 | $502K | Buy |
3,679
+219
| +6% | +$29.9K | 0.13% | 99 |
|
|
2021
Q4 | $548K | Buy |
+3,460
| New | +$548K | 0.14% | 94 |
|
|
2018
Q2 | – | Sell |
-643
| Closed | -$71K | – | 178 |
|
|
2018
Q1 | $71K | Buy |
+643
| New | +$71K | 0.03% | 163 |
|