CFAM
Center For Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,270
-55
| -1% | -$13.2K | 0.63% | 39 |
|
|
2025
Q1 | $1.06M | Sell |
4,325
-14
| -0.3% | -$3.43K | 0.65% | 38 |
|
|
2024
Q4 | $1.04M | Buy |
4,339
+9
| +0.2% | +$2.16K | 0.67% | 37 |
|
|
2024
Q3 | $913K | Buy |
4,330
+33
| +0.8% | +$6.96K | 0.55% | 44 |
|
|
2024
Q2 | $869K | Buy |
+4,297
| New | +$869K | 0.57% | 40 |
|
|
2023
Q1 | – | Sell |
-4,437
| Closed | -$595K | – | 112 |
|
|
2022
Q4 | $595K | Buy |
4,437
+1,004
| +29% | +$135K | 0.55% | 48 |
|
|
2022
Q3 | $359K | Buy |
+3,433
| New | +$359K | 0.36% | 71 |
|