CIA
CCM Investment Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
74,943
+512
| +0.7% | +$148K | 2.34% | 14 |
|
|
2025
Q1 | $18.3M | Sell |
74,431
-10,824
| -13% | -$2.66M | 2.24% | 14 |
|
|
2024
Q4 | $20.4M | Sell |
85,255
-1,582
| -2% | -$379K | 2.26% | 14 |
|
|
2024
Q3 | $18.3M | Sell |
86,837
-3,576
| -4% | -$754K | 2.04% | 15 |
|
|
2024
Q2 | $18.3M | Sell |
90,413
-306
| -0.3% | -$61.9K | 2.15% | 12 |
|
|
2024
Q1 | $18.2M | Sell |
90,719
-5,377
| -6% | -$1.08M | 2.17% | 13 |
|
|
2023
Q4 | $16.3M | Buy |
96,096
+3,242
| +3% | +$551K | 2.01% | 14 |
|
|
2023
Q3 | $13.5M | Buy |
92,854
+407
| +0.4% | +$59K | 1.86% | 21 |
|
|
2023
Q2 | $13.4M | Sell |
92,447
-1,721
| -2% | -$250K | 1.81% | 22 |
|
|
2023
Q1 | $12.3M | Sell |
94,168
-6,120
| -6% | -$798K | 1.74% | 25 |
|
|
2022
Q4 | $13.4M | Sell |
100,288
-3,587
| -3% | -$481K | 2.14% | 15 |
|
|
2022
Q3 | $10.9M | Buy |
103,875
+2,317
| +2% | +$242K | 1.85% | 30 |
|
|
2022
Q2 | $11.4M | Buy |
101,558
+2,645
| +3% | +$298K | 1.84% | 26 |
|
|
2022
Q1 | $13.5M | Sell |
98,913
-412
| -0.4% | -$56.2K | 1.84% | 21 |
|
|
2021
Q4 | $15.7M | Buy |
99,325
+7,234
| +8% | +$1.15M | 1.91% | 20 |
|
|
2021
Q3 | $15.1M | Sell |
92,091
-218
| -0.2% | -$35.7K | 1.96% | 14 |
|
|
2021
Q2 | $14.4M | Sell |
92,309
-661
| -0.7% | -$103K | 1.84% | 21 |
|
|
2021
Q1 | $14.2M | Sell |
92,970
-1,519
| -2% | -$231K | 1.91% | 15 |
|
|
2020
Q4 | $12M | Sell |
94,489
-5,771
| -6% | -$733K | 1.74% | 24 |
|
|
2020
Q3 | $9.65M | Sell |
100,260
-6,361
| -6% | -$612K | 1.57% | 37 |
|
|
2020
Q2 | $10M | Sell |
106,621
-861
| -0.8% | -$81K | 1.71% | 31 |
|
|
2020
Q1 | $9.68M | Sell |
107,482
-1,435
| -1% | -$129K | 1.93% | 26 |
|
|
2019
Q4 | $15.2M | Sell |
108,917
-1,950
| -2% | -$272K | 2.36% | 8 |
|
|
2019
Q3 | $13M | Sell |
110,867
-800
| -0.7% | -$94.2K | 2.14% | 13 |
|
|
2019
Q2 | $12.5M | Sell |
111,667
-3,874
| -3% | -$433K | 2.1% | 15 |
|
|
2019
Q1 | $11.7M | Buy |
115,541
+1,984
| +2% | +$201K | 1.96% | 23 |
|
|
2018
Q4 | $11.1M | Buy |
113,557
+15,476
| +16% | +$1.51M | 2.21% | 16 |
|
|
2018
Q3 | $11.1M | Sell |
98,081
-3,552
| -3% | -$401K | 2.04% | 17 |
|
|
2018
Q2 | $10.6M | Buy |
101,633
+1,022
| +1% | +$106K | 2.02% | 18 |
|
|
2018
Q1 | $11.1M | Sell |
100,611
-326
| -0.3% | -$35.9K | 2.16% | 12 |
|
|
2017
Q4 | $10.8M | Sell |
100,937
-6,316
| -6% | -$675K | 2.08% | 18 |
|
|
2017
Q3 | $10.2M | Sell |
107,253
-2,578
| -2% | -$246K | 1.97% | 20 |
|
|
2017
Q2 | $10M | Buy |
109,831
+9,602
| +10% | +$878K | 1.96% | 18 |
|
|
2017
Q1 | $8.8M | Buy |
100,229
+10,117
| +11% | +$889K | 1.76% | 21 |
|
|
2016
Q4 | $7.78M | Buy |
90,112
+34,317
| +62% | +$2.96M | 1.64% | 33 |
|
|
2016
Q3 | $3.72M | Buy |
+55,795
| New | +$3.72M | 0.78% | 51 |
|
|
2016
Q1 | – | Sell |
-4,335
| Closed | -$286K | – | 108 |
|
|
2015
Q4 | $286K | Sell |
4,335
-685
| -14% | -$45.2K | 0.03% | 91 |
|
|
2015
Q3 | $306K | Sell |
5,020
-4,550
| -48% | -$277K | 0.03% | 92 |
|
|
2015
Q2 | $648K | Sell |
9,570
-300
| -3% | -$20.3K | 0.06% | 88 |
|
|
2015
Q1 | $597K | Sell |
9,870
-7,438
| -43% | -$450K | 0.06% | 90 |
|
|
2014
Q4 | $1.08M | Sell |
17,308
-9,320
| -35% | -$583K | 0.1% | 73 |
|
|
2014
Q3 | $1.6M | Sell |
26,628
-23,553
| -47% | -$1.42M | 0.14% | 67 |
|
|
2014
Q2 | $2.89M | Sell |
50,181
-279,540
| -85% | -$16.1M | 0.26% | 61 |
|
|
2014
Q1 | $20M | Sell |
329,721
-20,475
| -6% | -$1.24M | 1.99% | 22 |
|
|
2013
Q4 | $20.5M | Buy |
350,196
+4,356
| +1% | +$255K | 1.91% | 20 |
|
|
2013
Q3 | $17.9M | Buy |
345,840
+35,894
| +12% | +$1.86M | 1.78% | 20 |
|
|
2013
Q2 | $16.4M | Buy |
+309,946
| New | +$16.4M | 1.68% | 23 |
|