CAZ 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
Q1 | – | Sell |
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|
2024
Q4 | $1.58M | Hold |
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|
2024
Q3 | $1.39M | Hold |
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|
2024
Q2 | $1.33M | Hold |
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|
2024
Q1 | $1.32M | Hold |
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|
2023
Q4 | $1.12M | Hold |
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|
2023
Q3 | $957K | Hold |
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|
2023
Q2 | $960K | Hold |
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|
2023
Q1 | $860K | Sell |
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|
2022
Q4 | $1.22M | Hold |
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|
2022
Q3 | $951K | Hold |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.42M | Hold |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.91M | Hold |
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|
2020
Q3 | $1.44M | Hold |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $647K | Buy |
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