CIAS
CFS Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
15,959
+271
| +2% | +$78.6K | 0.38% | 63 |
|
|
2025
Q1 | $3.85M | Sell |
15,688
-126
| -0.8% | -$30.9K | 0.34% | 64 |
|
|
2024
Q4 | $3.79M | Sell |
15,814
-174
| -1% | -$41.7K | 0.34% | 64 |
|
|
2024
Q3 | $3.37M | Sell |
15,988
-125
| -0.8% | -$26.4K | 0.28% | 67 |
|
|
2024
Q2 | $3.26M | Sell |
16,113
-46
| -0.3% | -$9.3K | 0.26% | 70 |
|
|
2024
Q1 | $3.24M | Buy |
16,159
+354
| +2% | +$70.9K | 0.54% | 32 |
|
|
2023
Q4 | $2.69M | Sell |
15,805
-180
| -1% | -$30.6K | 0.48% | 36 |
|
|
2023
Q3 | $2.32M | Buy |
15,985
+2,321
| +17% | +$337K | 0.37% | 55 |
|
|
2023
Q2 | $1.99M | Buy |
13,664
+133
| +1% | +$19.3K | 0.25% | 76 |
|
|
2023
Q1 | $1.76M | Buy |
13,531
+1,518
| +13% | +$198K | 0.32% | 53 |
|
|
2022
Q4 | $1.61M | Sell |
12,013
-823,020
| -99% | -$110M | 0.37% | 41 |
|
|
2022
Q3 | $835K | Buy |
835,033
+833,070
| +42,439% | +$833K | 0.19% | 64 |
|
|
2022
Q2 | $221K | Sell |
1,963
-396,091
| -100% | -$44.6M | 0.03% | 197 |
|
|
2022
Q1 | $3K | Buy |
398,054
+396,073
| +19,994% | +$2.99K | 0.01% | 246 |
|
|
2021
Q4 | $296K | Buy |
1,981
+168
| +9% | +$25.1K | 0.04% | 193 |
|
|
2021
Q3 | $297K | Buy |
+1,813
| New | +$297K | 0.04% | 180 |
|
|
2020
Q4 | $216K | Buy |
+1,697
| New | +$216K | 0.03% | 171 |
|