CPIG
Chicago Partners Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
84,731
+1,078
| +1% | +$320K | 0.72% | 26 |
|
|
2025
Q1 | $20.9M | Buy |
83,653
+1,104
| +1% | +$275K | 0.69% | 28 |
|
|
2024
Q4 | $20.1M | Sell |
82,549
-789
| -0.9% | -$192K | 0.67% | 32 |
|
|
2024
Q3 | $18.6M | Sell |
83,338
-1,167
| -1% | -$261K | 0.66% | 32 |
|
|
2024
Q2 | $18.2M | Buy |
84,505
+4,677
| +6% | +$1.01M | 0.7% | 29 |
|
|
2024
Q1 | $15.3M | Buy |
79,828
+1,043
| +1% | +$200K | 0.65% | 32 |
|
|
2023
Q4 | $13.4M | Sell |
78,785
-4,649
| -6% | -$793K | 0.62% | 37 |
|
|
2023
Q3 | $11.8M | Sell |
83,434
-5,052
| -6% | -$712K | 0.63% | 35 |
|
|
2023
Q2 | $13.8M | Buy |
88,486
+784
| +0.9% | +$122K | 0.72% | 29 |
|
|
2023
Q1 | $12.3M | Buy |
87,702
+6,368
| +8% | +$896K | 0.72% | 28 |
|
|
2022
Q4 | $11.7M | Buy |
81,334
+1,287
| +2% | +$185K | 0.72% | 27 |
|
|
2022
Q3 | $10.5M | Buy |
80,047
+2,885
| +4% | +$379K | 0.75% | 28 |
|
|
2022
Q2 | $8.9M | Buy |
77,162
+296
| +0.4% | +$34.1K | 0.64% | 36 |
|
|
2022
Q1 | $9.23M | Buy |
76,866
+1,058
| +1% | +$127K | 0.7% | 30 |
|
|
2021
Q4 | $11.6M | Buy |
75,808
+461
| +0.6% | +$70.3K | 0.82% | 27 |
|
|
2021
Q3 | $12.6M | Buy |
75,347
+299
| +0.4% | +$50.1K | 0.89% | 26 |
|
|
2021
Q2 | $11.4M | Sell |
75,048
-959
| -1% | -$145K | 0.85% | 30 |
|
|
2021
Q1 | $11.4M | Buy |
76,007
+42,163
| +125% | +$6.35M | 0.94% | 26 |
|
|
2020
Q4 | $4.53M | Buy |
33,844
+1,018
| +3% | +$136K | 0.43% | 53 |
|
|
2020
Q3 | $3.4M | Sell |
32,826
-19,101
| -37% | -$1.98M | 0.4% | 50 |
|
|
2020
Q2 | $5.03M | Buy |
51,927
+2,414
| +5% | +$234K | 0.63% | 41 |
|
|
2020
Q1 | $4.71M | Buy |
49,513
+20,920
| +73% | +$1.99M | 0.73% | 36 |
|
|
2019
Q4 | $3.92M | Buy |
28,593
+7,852
| +38% | +$1.08M | 0.48% | 46 |
|
|
2019
Q3 | $2.59M | Buy |
20,741
+994
| +5% | +$124K | 0.37% | 54 |
|
|
2019
Q2 | $2.26M | Sell |
19,747
-18
| -0.1% | -$2.06K | 0.32% | 57 |
|
|
2019
Q1 | $2.24M | Sell |
19,765
-3,732
| -16% | -$424K | 0.33% | 58 |
|
|
2018
Q4 | $2.36M | Sell |
23,497
-3,508
| -13% | -$352K | 0.35% | 59 |
|
|
2018
Q3 | $2.83M | Buy |
27,005
+5,408
| +25% | +$567K | 0.42% | 47 |
|
|
2018
Q2 | $2.25M | Buy |
21,597
+5,905
| +38% | +$615K | 0.35% | 51 |
|
|
2018
Q1 | $1.73M | Buy |
15,692
+654
| +4% | +$71.9K | 0.3% | 63 |
|
|
2017
Q4 | $1.61M | Sell |
15,038
-1,950
| -11% | -$209K | 0.26% | 73 |
|
|
2017
Q3 | $1.62M | Buy |
16,988
+13,868
| +444% | +$1.32M | 0.28% | 67 |
|
|
2017
Q2 | $275K | Sell |
3,120
-17,628
| -85% | -$1.55M | 0.07% | 160 |
|
|
2017
Q1 | $1.82M | Sell |
20,748
-514
| -2% | -$45.2K | 0.52% | 43 |
|
|
2016
Q4 | $1.84M | Buy |
21,262
+1,982
| +10% | +$171K | 0.67% | 35 |
|
|
2016
Q3 | $1.28M | Sell |
19,280
-1,858
| -9% | -$124K | 0.51% | 47 |
|
|
2016
Q2 | $1.31M | Buy |
21,138
+1,140
| +6% | +$70.8K | 0.63% | 41 |
|
|
2016
Q1 | $1.18M | Buy |
19,998
+142
| +0.7% | +$8.41K | 0.61% | 44 |
|
|
2015
Q4 | $1.31M | Buy |
19,856
+2,437
| +14% | +$161K | 0.63% | 41 |
|
|
2015
Q3 | $1.06M | Buy |
17,419
+535
| +3% | +$32.6K | 0.59% | 41 |
|
|
2015
Q2 | $1.14M | Buy |
16,884
+573
| +4% | +$38.8K | 0.52% | 45 |
|
|
2015
Q1 | $1.02M | Sell |
16,311
-621
| -4% | -$38.9K | 0.45% | 51 |
|
|
2014
Q4 | $1.06M | Buy |
+16,932
| New | +$1.06M | 0.45% | 47 |
|