Cedar Brook Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,213
| Closed | -$245K | – | 17 |
|
|
2024
Q2 | $245K | Sell |
1,213
-16,422
| -93% | -$3.32M | 1.85% | 19 |
|
|
2024
Q1 | $3.53M | Buy |
17,635
+18
| +0.1% | +$3.61K | 0.7% | 33 |
|
|
2023
Q4 | $3M | Buy |
17,617
+630
| +4% | +$107K | 0.67% | 34 |
|
|
2023
Q3 | $2.46M | Sell |
16,987
-875
| -5% | -$127K | 0.64% | 36 |
|
|
2023
Q2 | $2.6M | Buy |
17,862
+20
| +0.1% | +$2.91K | 0.62% | 36 |
|
|
2023
Q1 | $2.33M | Buy |
17,842
+448
| +3% | +$58.4K | 0.6% | 37 |
|
|
2022
Q4 | $2.33M | Buy |
17,394
+444
| +3% | +$59.5K | 0.66% | 33 |
|
|
2022
Q3 | $1.77M | Buy |
16,950
+745
| +5% | +$77.9K | 0.57% | 39 |
|
|
2022
Q2 | $1.83M | Buy |
16,205
+580
| +4% | +$65.3K | 0.57% | 39 |
|
|
2022
Q1 | $2.13M | Sell |
15,625
-293
| -2% | -$39.9K | 0.55% | 41 |
|
|
2021
Q4 | $2.52M | Buy |
15,918
+133
| +0.8% | +$21.1K | 0.65% | 35 |
|
|
2021
Q3 | $2.58M | Buy |
15,785
+460
| +3% | +$75.3K | 0.78% | 26 |
|
|
2021
Q2 | $2.38M | Sell |
15,325
-118
| -0.8% | -$18.4K | 0.69% | 29 |
|
|
2021
Q1 | $2.35M | Sell |
15,443
-720
| -4% | -$110K | 0.81% | 23 |
|
|
2020
Q4 | $2.05M | Sell |
16,163
-234
| -1% | -$29.7K | 0.73% | 30 |
|
|
2020
Q3 | $1.58M | Buy |
16,397
+4,505
| +38% | +$434K | 0.62% | 34 |
|
|
2020
Q2 | $1.12M | Buy |
11,892
+365
| +3% | +$34.3K | 0.5% | 52 |
|
|
2020
Q1 | $1.04M | Buy |
11,527
+61
| +0.5% | +$5.49K | 0.58% | 46 |
|
|
2019
Q4 | $1.6M | Sell |
11,466
-641
| -5% | -$89.3K | 0.68% | 34 |
|
|
2019
Q3 | $1.43M | Sell |
12,107
-147
| -1% | -$17.3K | 0.63% | 35 |
|
|
2019
Q2 | $1.37M | Buy |
12,254
+266
| +2% | +$29.7K | 0.63% | 35 |
|
|
2019
Q1 | $1.21M | Buy |
11,988
+2,193
| +22% | +$222K | 0.59% | 45 |
|
|
2018
Q4 | $956K | Buy |
+9,795
| New | +$956K | 0.58% | 48 |
|