CGN Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.24M | Buy |
12,941
+146
| +1% | +$45.3K | 0.31% | 61 |
|
|
2026
Q1 | $3.76M | Buy |
12,795
+361
| +3% | +$110K | 0.3% | 67 |
|
|
2025
Q4 | $4.01M | Sell |
12,434
-238
| -2% | -$73.7K | 0.32% | 63 |
|
|
2025
Q3 | $4M | Sell |
12,672
-433
| -3% | -$129K | 0.33% | 64 |
|
|
2025
Q2 | $3.8M | Buy |
13,105
+4
| +0% | +$1.02K | 0.34% | 60 |
|
|
2025
Q1 | $3.21M | Sell |
13,101
-2,393
| -15% | -$610K | 0.31% | 75 |
|
|
2024
Q4 | $3.71M | Sell |
15,494
-2,611
| -14% | -$608K | 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% | -$13.1K | 0.41% | 57 |
|
|
2024
Q1 | $3.5M | Buy |
17,490
+101
| +0.6% | +$18.2K | 0.44% | 48 |
|
|
2023
Q4 | $2.96M | Sell |
17,389
-960
| -5% | -$145K | 0.41% | 62 |
|
|
2023
Q3 | $2.66M | Buy |
18,349
+279
| +2% | +$41.8K | 0.36% | 69 |
|
|
2023
Q2 | $2.63M | Buy |
18,070
+1,376
| +8% | +$189K | 0.38% | 73 |
|
|
2023
Q1 | $2.18M | Buy |
16,694
+1,776
| +12% | +$243K | 0.34% | 82 |
|
|
2022
Q4 | $2M | Buy |
14,918
+5,110
| +52% | +$647K | 0.35% | 77 |
|
|
2022
Q3 | $1.02M | Buy |
9,808
+2,978
| +44% | +$342K | 0.26% | 108 |
|
|
2022
Q2 | $769K | Buy |
6,830
+1,349
| +25% | +$167K | 0.22% | 124 |
|
|
2022
Q1 | $747K | Buy |
5,481
+562
| +11% | +$83K | 0.19% | 112 |
|
|
2021
Q4 | $779K | Buy |
4,919
+149
| +3% | +$24.5K | 0.2% | 112 |
|
|
2021
Q3 | $781K | Buy |
4,770
+564
| +13% | +$88.4K | 0.26% | 92 |
|
|
2021
Q2 | $654K | Buy |
4,206
+362
| +9% | +$56.9K | 0.21% | 107 |
|
|
2021
Q1 | $585K | Sell |
3,844
-1,099
| -22% | -$158K | 0.21% | 99 |
|
|
2020
Q4 | $628K | Buy |
+4,943
| New | +$553K | 0.25% | 93 |
|
Other funds holding JPM
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CNB
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DLA
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P
DC