Cavalier Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Sell |
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|
2025
Q1 | $8.44M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $950K | Buy |
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|
2024
Q2 | $856K | Buy |
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|
2024
Q1 | $822K | Buy |
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|
2023
Q4 | $660K | Buy |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $71K | Buy |
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