Cedar Mountain Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Hold |
218
| – | – | 0.01% | 82 |
|
|
2025
Q1 | $53.4K | Buy |
218
+1
| +0.5% | +$245 | 0.01% | 90 |
|
|
2024
Q4 | $52.1K | Sell |
217
-34
| -14% | -$8.16K | 0.01% | 85 |
|
|
2024
Q3 | $52.9K | Sell |
251
-17
| -6% | -$3.58K | 0.01% | 80 |
|
|
2024
Q2 | $54.1K | Sell |
268
-45
| -14% | -$9.09K | 0.01% | 71 |
|
|
2024
Q1 | $62.7K | Sell |
313
-34
| -10% | -$6.82K | 0.02% | 64 |
|
|
2023
Q4 | $59K | Buy |
347
+1
| +0.3% | +$170 | 0.02% | 65 |
|
|
2023
Q3 | $50.2K | Sell |
346
-63
| -15% | -$9.15K | 0.01% | 66 |
|
|
2023
Q2 | $59.5K | Buy |
409
+18
| +5% | +$2.62K | 0.02% | 67 |
|
|
2023
Q1 | $50.9K | Buy |
391
+1
| +0.3% | +$130 | 0.02% | 74 |
|
|
2022
Q4 | $52.3K | Hold |
390
| – | – | 0.02% | 67 |
|
|
2022
Q3 | $41K | Buy |
390
+1
| +0.3% | +$105 | 0.01% | 75 |
|
|
2022
Q2 | $44K | Hold |
389
| – | – | 0.02% | 77 |
|
|
2022
Q1 | $53K | Buy |
389
+1
| +0.3% | +$136 | 0.02% | 75 |
|
|
2021
Q4 | $61K | Hold |
388
| – | – | 0.02% | 68 |
|
|
2021
Q3 | $64K | Buy |
388
+63
| +19% | +$10.4K | 0.02% | 65 |
|
|
2021
Q2 | $51K | Buy |
325
+1
| +0.3% | +$157 | 0.02% | 69 |
|
|
2021
Q1 | $49K | Sell |
324
-20
| -6% | -$3.03K | 0.02% | 72 |
|
|
2020
Q4 | $44K | Hold |
344
| – | – | 0.02% | 73 |
|
|
2020
Q3 | $33K | Buy |
344
+9
| +3% | +$863 | 0.01% | 82 |
|
|
2020
Q2 | $32K | Buy |
335
+55
| +20% | +$5.25K | 0.01% | 81 |
|
|
2020
Q1 | $25K | Sell |
280
-185
| -40% | -$16.5K | 0.01% | 79 |
|
|
2019
Q4 | $65K | Buy |
+465
| New | +$65K | 0.03% | 56 |
|