C
Certuity’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
14,915
-505
| -3% | -$146K | 0.41% | 45 |
|
|
2025
Q1 | $3.78M | Sell |
15,420
-31,036
| -67% | -$7.61M | 0.4% | 47 |
|
|
2024
Q4 | $11.1M | Sell |
46,456
-3,180
| -6% | -$762K | 1.21% | 21 |
|
|
2024
Q3 | $10.5M | Buy |
49,636
+3,516
| +8% | +$741K | 1.13% | 23 |
|
|
2024
Q2 | $9.33M | Sell |
46,120
-10,747
| -19% | -$2.17M | 0.74% | 31 |
|
|
2024
Q1 | $11.4M | Sell |
56,867
-17,739
| -24% | -$3.55M | 1% | 27 |
|
|
2023
Q4 | $12.7M | Buy |
74,606
+3,791
| +5% | +$645K | 1.28% | 21 |
|
|
2023
Q3 | $10.3M | Buy |
70,815
+1,855
| +3% | +$269K | 1.21% | 22 |
|
|
2023
Q2 | $10M | Buy |
68,960
+3,206
| +5% | +$466K | 1.14% | 26 |
|
|
2023
Q1 | $8.57M | Sell |
65,754
-213
| -0.3% | -$27.8K | 1.27% | 23 |
|
|
2022
Q4 | $8.85M | Buy |
65,967
+60,418
| +1,089% | +$8.1M | 1.4% | 22 |
|
|
2022
Q3 | $580K | Buy |
5,549
+1,715
| +45% | +$179K | 0.13% | 78 |
|
|
2022
Q2 | $432K | Sell |
3,834
-1,471
| -28% | -$166K | 0.11% | 103 |
|
|
2022
Q1 | $723K | Sell |
5,305
-3,976
| -43% | -$542K | 0.16% | 97 |
|
|
2021
Q4 | $1.47M | Sell |
9,281
-1,676
| -15% | -$265K | 0.32% | 53 |
|
|
2021
Q3 | $1.79M | Buy |
10,957
+857
| +8% | +$140K | 0.36% | 53 |
|
|
2021
Q2 | $1.57M | Buy |
10,100
+210
| +2% | +$32.7K | 0.36% | 52 |
|
|
2021
Q1 | $1.51M | Buy |
9,890
+925
| +10% | +$141K | 0.4% | 43 |
|
|
2020
Q4 | $1.14M | Buy |
8,965
+629
| +8% | +$79.9K | 0.37% | 45 |
|
|
2020
Q3 | $802K | Buy |
8,336
+1,212
| +17% | +$117K | 0.32% | 52 |
|
|
2020
Q2 | $670K | Buy |
7,124
+166
| +2% | +$15.6K | 0.31% | 52 |
|
|
2020
Q1 | $636K | Sell |
6,958
-553
| -7% | -$50.5K | 0.35% | 48 |
|
|
2019
Q4 | $1.05M | Buy |
+7,511
| New | +$1.05M | 0.5% | 35 |
|