Centerpoint Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,178
+32
| +0.6% | +$9.28K | 0.51% | 26 |
|
|
2025
Q1 | $1.26M | Hold |
5,146
| – | – | 0.47% | 26 |
|
|
2024
Q4 | $1.23M | Sell |
5,146
-423
| -8% | -$101K | 0.43% | 29 |
|
|
2024
Q3 | $1.17M | Sell |
5,569
-1,012
| -15% | -$213K | 0.41% | 30 |
|
|
2024
Q2 | $1.33M | Sell |
6,581
-37
| -0.6% | -$7.48K | 0.48% | 26 |
|
|
2024
Q1 | $1.33M | Buy |
6,618
+403
| +6% | +$80.7K | 0.5% | 27 |
|
|
2023
Q4 | $1.06M | Buy |
6,215
+215
| +4% | +$36.6K | 0.42% | 30 |
|
|
2023
Q3 | $870K | Buy |
6,000
+1
| +0% | +$145 | 0.37% | 35 |
|
|
2023
Q2 | $872K | Sell |
5,999
-13
| -0.2% | -$1.89K | 0.35% | 38 |
|
|
2023
Q1 | $783K | Buy |
6,012
+123
| +2% | +$16K | 0.34% | 41 |
|
|
2022
Q4 | $790K | Buy |
5,889
+188
| +3% | +$25.2K | 0.37% | 34 |
|
|
2022
Q3 | $596K | Buy |
5,701
+720
| +14% | +$75.3K | 0.32% | 37 |
|
|
2022
Q2 | $561K | Buy |
4,981
+20
| +0.4% | +$2.25K | 0.29% | 41 |
|
|
2022
Q1 | $676K | Sell |
4,961
-46
| -0.9% | -$6.27K | 0.31% | 36 |
|
|
2021
Q4 | $793K | Buy |
5,007
+1,183
| +31% | +$187K | 0.35% | 35 |
|
|
2021
Q3 | $626K | Buy |
3,824
+40
| +1% | +$6.55K | 0.3% | 38 |
|
|
2021
Q2 | $589K | Buy |
3,784
+2,713
| +253% | +$422K | 0.28% | 41 |
|
|
2021
Q1 | $163K | Hold |
1,071
| – | – | 0.1% | 64 |
|
|
2020
Q4 | $136K | Hold |
1,071
| – | – | 0.09% | 68 |
|
|
2020
Q3 | $103K | Sell |
1,071
-17
| -2% | -$1.64K | 0.08% | 68 |
|
|
2020
Q2 | $102K | Buy |
1,088
+55
| +5% | +$5.16K | 0.08% | 67 |
|
|
2020
Q1 | $93K | Buy |
1,033
+160
| +18% | +$14.4K | 0.09% | 56 |
|
|
2019
Q4 | $122K | Hold |
873
| – | – | 0.09% | 60 |
|
|
2019
Q3 | $103K | Hold |
873
| – | – | 0.08% | 65 |
|
|
2019
Q2 | $98K | Hold |
873
| – | – | 0.08% | 66 |
|
|
2019
Q1 | $88K | Hold |
873
| – | – | 0.07% | 67 |
|
|
2018
Q4 | $85K | Hold |
873
| – | – | 0.08% | 71 |
|
|
2018
Q3 | $99K | Hold |
873
| – | – | 0.08% | 71 |
|
|
2018
Q2 | $91K | Buy |
873
+50
| +6% | +$5.21K | 0.08% | 68 |
|
|
2018
Q1 | $91K | Hold |
823
| – | – | 0.08% | 71 |
|
|
2017
Q4 | $88K | Buy |
+823
| New | +$88K | 0.08% | 55 |
|