CGC Financial Services’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 | $583K | Hold |
2,010
| – | – | 0.2% | 29 |
|
|
2025
Q1 | $493K | Sell |
2,010
-400
| -17% | -$98.1K | 0.19% | 26 |
|
|
2024
Q4 | $578K | Hold |
2,410
| – | – | 0.23% | 25 |
|
|
2024
Q3 | $508K | Hold |
2,410
| – | – | 0.2% | 28 |
|
|
2024
Q2 | $487K | Buy |
2,410
+200
| +9% | +$40.4K | 0.21% | 27 |
|
|
2024
Q1 | $443K | Sell |
2,210
-394
| -15% | -$78.9K | 0.23% | 27 |
|
|
2023
Q4 | $443K | Buy |
2,604
+2,070
| +388% | +$352K | 0.2% | 33 |
|
|
2023
Q3 | $77.4K | Sell |
534
-500
| -48% | -$72.5K | 0.05% | 70 |
|
|
2023
Q2 | $150K | Buy |
+1,034
| New | +$150K | 0.1% | 53 |
|