Certified Advisory Corp’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 | $5.19M | Sell |
17,889
-3,740
| -17% | -$1.08M | 0.54% | 56 |
|
|
2025
Q1 | $5.31M | Sell |
21,629
-1,035
| -5% | -$254K | 0.6% | 50 |
|
|
2024
Q4 | $5.43M | Sell |
22,664
-348
| -2% | -$83.4K | 0.59% | 54 |
|
|
2024
Q3 | $4.85M | Buy |
23,012
+234
| +1% | +$49.3K | 0.54% | 59 |
|
|
2024
Q2 | $4.61M | Buy |
22,778
+261
| +1% | +$52.8K | 0.58% | 55 |
|
|
2024
Q1 | $4.51M | Sell |
22,517
-195
| -0.9% | -$39.1K | 0.63% | 52 |
|
|
2023
Q4 | $3.86M | Sell |
22,712
-32,313
| -59% | -$5.5M | 0.59% | 58 |
|
|
2023
Q3 | $3.48M | Buy |
55,025
+33,257
| +153% | +$2.1M | 0.64% | 50 |
|
|
2023
Q2 | $3.17M | Buy |
21,768
+1,533
| +8% | +$223K | 0.58% | 53 |
|
|
2023
Q1 | $2.64M | Buy |
20,235
+47
| +0.2% | +$6.13K | 0.47% | 66 |
|
|
2022
Q4 | $2.71M | Sell |
20,188
-96
| -0.5% | -$12.9K | 0.54% | 56 |
|
|
2022
Q3 | $2.12M | Buy |
20,284
+573
| +3% | +$59.9K | 0.48% | 56 |
|
|
2022
Q2 | $2.22M | Buy |
19,711
+113
| +0.6% | +$12.7K | 0.49% | 57 |
|
|
2022
Q1 | $2.67M | Buy |
19,598
+1,092
| +6% | +$149K | 0.57% | 50 |
|
|
2021
Q4 | $2.93M | Buy |
18,506
+180
| +1% | +$28.5K | 0.65% | 46 |
|
|
2021
Q3 | $3M | Sell |
18,326
-97
| -0.5% | -$15.9K | 0.73% | 39 |
|
|
2021
Q2 | $2.87M | Buy |
18,423
+913
| +5% | +$142K | 0.72% | 39 |
|
|
2021
Q1 | $2.67M | Buy |
+17,510
| New | +$2.67M | 0.69% | 39 |
|
|
2020
Q2 | $1.64M | Buy |
17,477
+2,948
| +20% | +$277K | 0.54% | 48 |
|
|
2020
Q1 | $1.31M | Buy |
14,529
+2,254
| +18% | +$203K | 0.52% | 44 |
|
|
2019
Q4 | $1.71M | Buy |
12,275
+1,067
| +10% | +$149K | 0.55% | 40 |
|
|
2019
Q3 | $1.32M | Sell |
11,208
-433
| -4% | -$51K | 0.46% | 54 |
|
|
2019
Q2 | $1.3M | Buy |
11,641
+17
| +0.1% | +$1.9K | 0.48% | 51 |
|
|
2019
Q1 | $1.18M | Buy |
11,624
+1,020
| +10% | +$103K | 0.49% | 49 |
|
|
2018
Q4 | $1.04M | Sell |
10,604
-1,134
| -10% | -$111K | 0.54% | 47 |
|
|
2018
Q3 | $1.32M | Buy |
11,738
+21
| +0.2% | +$2.37K | 0.61% | 36 |
|
|
2018
Q2 | $1.22M | Sell |
11,717
-214
| -2% | -$22.3K | 0.68% | 35 |
|
|
2018
Q1 | $1.31M | Buy |
11,931
+9,495
| +390% | +$1.04M | 0.78% | 32 |
|
|
2017
Q4 | $259K | Buy |
+2,436
| New | +$259K | 0.19% | 99 |
|