Central Valley 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 | $5.84M | Sell |
20,132
-340
| -2% | -$98.6K | 1.99% | 15 |
|
|
2025
Q1 | $5.02M | Sell |
20,472
-2,683
| -12% | -$658K | 1.9% | 15 |
|
|
2024
Q4 | $5.55M | Buy |
23,155
+53
| +0.2% | +$12.7K | 2.52% | 9 |
|
|
2024
Q3 | $4.87M | Buy |
23,102
+151
| +0.7% | +$31.8K | 2.75% | 7 |
|
|
2024
Q2 | $4.54M | Buy |
22,951
+260
| +1% | +$51.5K | 1.94% | 11 |
|
|
2024
Q1 | $4.55M | Sell |
22,691
-320
| -1% | -$64.1K | 2.35% | 10 |
|
|
2023
Q4 | $3.91M | Buy |
+23,011
| New | +$3.91M | 2.3% | 9 |
|