CI
CAZ Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,600
| Closed | -$1.58M | – | 29 |
|
|
2024
Q4 | $1.58M | Hold |
6,600
| – | – | 2.27% | 6 |
|
|
2024
Q3 | $1.39M | Hold |
6,600
| – | – | 0.84% | 8 |
|
|
2024
Q2 | $1.34M | Hold |
6,600
| – | – | 0.47% | 8 |
|
|
2024
Q1 | $1.32M | Hold |
6,600
| – | – | 2.4% | 8 |
|
|
2023
Q4 | $1.12M | Hold |
6,600
| – | – | 1.5% | 11 |
|
|
2023
Q3 | $957K | Hold |
6,600
| – | – | 1.74% | 10 |
|
|
2023
Q2 | $960K | Hold |
6,600
| – | – | 1.14% | 11 |
|
|
2023
Q1 | $860K | Sell |
6,600
-2,500
| -27% | -$326K | 1.74% | 11 |
|
|
2022
Q4 | $1.22M | Hold |
9,100
| – | – | 2.19% | 9 |
|
|
2022
Q3 | $951K | Hold |
9,100
| – | – | 3.99% | 8 |
|
|
2022
Q2 | $1.03M | Buy |
9,100
+1,600
| +21% | +$180K | 3.14% | 9 |
|
|
2022
Q1 | $1.02M | Hold |
7,500
| – | – | 0.58% | 13 |
|
|
2021
Q4 | $1.19M | Sell |
7,500
-1,200
| -14% | -$190K | 0.68% | 6 |
|
|
2021
Q3 | $1.42M | Hold |
8,700
| – | – | 0.51% | 7 |
|
|
2021
Q2 | $1.35M | Sell |
8,700
-3,000
| -26% | -$467K | 0.44% | 7 |
|
|
2021
Q1 | $1.78M | Sell |
11,700
-3,300
| -22% | -$502K | 0.79% | 7 |
|
|
2020
Q4 | $1.91M | Hold |
15,000
| – | – | 0.8% | 8 |
|
|
2020
Q3 | $1.44M | Hold |
15,000
| – | – | 1.88% | 8 |
|
|
2020
Q2 | $1.41M | Buy |
15,000
+7,818
| +109% | +$735K | 1.32% | 16 |
|
|
2020
Q1 | $647K | Buy |
+7,182
| New | +$647K | 1.66% | 8 |
|