CA
CGN Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
13,105
+4
| +0% | +$1.16K | 0.34% | 60 |
|
|
2025
Q1 | $3.21M | Sell |
13,101
-2,393
| -15% | -$587K | 0.31% | 75 |
|
|
2024
Q4 | $3.71M | Sell |
15,494
-2,611
| -14% | -$626K | 0.36% | 62 |
|
|
2024
Q3 | $3.82M | Buy |
18,105
+682
| +4% | +$144K | 0.38% | 58 |
|
|
2024
Q2 | $3.52M | Sell |
17,423
-67
| -0.4% | -$13.6K | 0.41% | 57 |
|
|
2024
Q1 | $3.5M | Buy |
17,490
+101
| +0.6% | +$20.2K | 0.44% | 48 |
|
|
2023
Q4 | $2.96M | Sell |
17,389
-960
| -5% | -$163K | 0.41% | 62 |
|
|
2023
Q3 | $2.66M | Buy |
18,349
+279
| +2% | +$40.5K | 0.36% | 69 |
|
|
2023
Q2 | $2.63M | Buy |
18,070
+1,376
| +8% | +$200K | 0.38% | 73 |
|
|
2023
Q1 | $2.18M | Buy |
16,694
+1,776
| +12% | +$231K | 0.34% | 82 |
|
|
2022
Q4 | $2M | Buy |
14,918
+5,110
| +52% | +$685K | 0.35% | 77 |
|
|
2022
Q3 | $1.03M | Buy |
9,808
+2,978
| +44% | +$311K | 0.26% | 108 |
|
|
2022
Q2 | $769K | Buy |
6,830
+1,349
| +25% | +$152K | 0.22% | 124 |
|
|
2022
Q1 | $747K | Buy |
5,481
+562
| +11% | +$76.6K | 0.19% | 112 |
|
|
2021
Q4 | $779K | Buy |
4,919
+149
| +3% | +$23.6K | 0.2% | 112 |
|
|
2021
Q3 | $781K | Buy |
4,770
+564
| +13% | +$92.3K | 0.26% | 92 |
|
|
2021
Q2 | $654K | Buy |
4,206
+362
| +9% | +$56.3K | 0.21% | 107 |
|
|
2021
Q1 | $585K | Sell |
3,844
-1,099
| -22% | -$167K | 0.21% | 99 |
|
|
2020
Q4 | $628K | Buy |
+4,943
| New | +$628K | 0.25% | 93 |
|