CD
Chapin Davis’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32M | Buy |
32,140
+1,010
| +3% | +$293K | 2.58% | 8 |
|
|
2025
Q1 | $7.64M | Sell |
31,130
-1,311
| -4% | -$322K | 2.6% | 6 |
|
|
2024
Q4 | $6.84M | Hold |
32,441
| – | – | 2.23% | 6 |
|
|
2024
Q3 | $6.84M | Buy |
32,441
+151
| +0.5% | +$31.8K | 2.22% | 6 |
|
|
2024
Q2 | $6.53M | Buy |
32,290
+455
| +1% | +$92K | 2.23% | 8 |
|
|
2024
Q1 | $6.38M | Sell |
31,835
-463
| -1% | -$92.7K | 2.33% | 5 |
|
|
2023
Q4 | $5.49M | Buy |
32,298
+53
| +0.2% | +$9.02K | 2.31% | 6 |
|
|
2023
Q3 | $4.68M | Buy |
32,245
+850
| +3% | +$123K | 2.23% | 6 |
|
|
2023
Q2 | $4.57M | Buy |
31,395
+1,033
| +3% | +$150K | 2.17% | 5 |
|
|
2023
Q1 | $3.96M | Buy |
30,362
+7,234
| +31% | +$943K | 2.05% | 6 |
|
|
2022
Q4 | $3.1M | Buy |
+23,128
| New | +$3.1M | 1.8% | 7 |
|