CCG
Ceeto Capital Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
15,613
-423
| -3% | -$123K | 1.57% | 9 |
|
|
2025
Q1 | $3.93M | Buy |
16,036
+4
| +0% | +$981 | 1.49% | 10 |
|
|
2024
Q4 | $3.84M | Sell |
16,032
-1,244
| -7% | -$298K | 1.41% | 10 |
|
|
2024
Q3 | $3.64M | Sell |
17,276
-1,993
| -10% | -$420K | 1.36% | 11 |
|
|
2024
Q2 | $3.9M | Buy |
19,269
+6
| +0% | +$1.21K | 1.51% | 9 |
|
|
2024
Q1 | $3.86M | Buy |
19,263
+107
| +0.6% | +$21.4K | 1.58% | 9 |
|
|
2023
Q4 | $3.26M | Buy |
19,156
+8
| +0% | +$1.36K | 1.4% | 9 |
|
|
2023
Q3 | $2.78M | Buy |
19,148
+507
| +3% | +$73.5K | 1.34% | 9 |
|
|
2023
Q2 | $2.71M | Buy |
18,641
+158
| +0.9% | +$23K | 1.24% | 8 |
|
|
2023
Q1 | $2.41M | Buy |
18,483
+242
| +1% | +$31.5K | 1.2% | 10 |
|
|
2022
Q4 | $2.45M | Buy |
18,241
+92
| +0.5% | +$12.3K | 1.34% | 9 |
|
|
2022
Q3 | $1.9M | Buy |
18,149
+9
| +0% | +$941 | 1.09% | 15 |
|
|
2022
Q2 | $2.04M | Buy |
18,140
+8
| +0% | +$901 | 1.12% | 16 |
|
|
2022
Q1 | $2.47M | Buy |
18,132
+107
| +0.6% | +$14.6K | 1.13% | 13 |
|
|
2021
Q4 | $2.85M | Buy |
18,025
+6
| +0% | +$950 | 1.19% | 11 |
|
|
2021
Q3 | $2.95M | Sell |
18,019
-2,494
| -12% | -$408K | 1.38% | 9 |
|
|
2021
Q2 | $3.19M | Buy |
20,513
+6
| +0% | +$933 | 1.44% | 8 |
|
|
2021
Q1 | $3.12M | Buy |
20,507
+107
| +0.5% | +$16.3K | 1.52% | 10 |
|
|
2020
Q4 | $2.59M | Buy |
20,400
+741
| +4% | +$94.2K | 1.31% | 11 |
|
|
2020
Q3 | $1.89M | Buy |
19,659
+250
| +1% | +$24.1K | 1.06% | 21 |
|
|
2020
Q2 | $1.83M | Buy |
19,409
+1,000
| +5% | +$94.1K | 1.18% | 16 |
|
|
2020
Q1 | $1.66M | Buy |
18,409
+1,909
| +12% | +$172K | 1.33% | 16 |
|
|
2019
Q4 | $2.3M | Hold |
16,500
| – | – | 1.51% | 11 |
|
|
2019
Q3 | $1.94M | Hold |
16,500
| – | – | 1.4% | 13 |
|
|
2019
Q2 | $1.85M | Hold |
16,500
| – | – | 1.36% | 15 |
|
|
2019
Q1 | $1.67M | Hold |
16,500
| – | – | 1.23% | 18 |
|
|
2018
Q4 | $1.61M | Hold |
16,500
| – | – | 1.33% | 18 |
|
|
2018
Q3 | $1.86M | Hold |
16,500
| – | – | 1.28% | 12 |
|
|
2018
Q2 | $1.72M | Hold |
16,500
| – | – | 1.29% | 13 |
|
|
2018
Q1 | $1.81M | Buy |
16,500
+1,000
| +6% | +$110K | 1.38% | 12 |
|
|
2017
Q4 | $1.66M | Hold |
15,500
| – | – | 1.18% | 18 |
|
|
2017
Q3 | $1.48M | Buy |
+15,500
| New | +$1.48M | 1.11% | 20 |
|