Childress Capital Advisors’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 | $2.58M | Buy |
8,894
+479
| +6% | +$139K | 0.65% | 32 |
|
|
2025
Q1 | $2.06M | Buy |
8,415
+328
| +4% | +$80.5K | 0.6% | 30 |
|
|
2024
Q4 | $1.94M | Sell |
8,087
-52
| -0.6% | -$12.5K | 0.54% | 34 |
|
|
2024
Q3 | $1.72M | Sell |
8,139
-23
| -0.3% | -$4.85K | 0.46% | 40 |
|
|
2024
Q2 | $1.65M | Buy |
8,162
+384
| +5% | +$77.7K | 0.46% | 37 |
|
|
2024
Q1 | $1.56M | Sell |
7,778
-596
| -7% | -$119K | 0.45% | 44 |
|
|
2023
Q4 | $1.42M | Sell |
8,374
-328
| -4% | -$55.8K | 0.42% | 44 |
|
|
2023
Q3 | $1.26M | Buy |
8,702
+6,523
| +299% | +$946K | 0.41% | 45 |
|
|
2023
Q2 | $317K | Sell |
2,179
-1,355
| -38% | -$197K | 0.13% | 61 |
|
|
2023
Q1 | $461K | Sell |
3,534
-6,331
| -64% | -$825K | 0.2% | 51 |
|
|
2022
Q4 | $1.32M | Buy |
9,865
+1,236
| +14% | +$166K | 0.44% | 40 |
|
|
2022
Q3 | $926K | Sell |
8,629
-1,119
| -11% | -$120K | 0.36% | 51 |
|
|
2022
Q2 | $1.1M | Buy |
9,748
+437
| +5% | +$49.2K | 0.44% | 45 |
|
|
2022
Q1 | $1.27M | Sell |
9,311
-486
| -5% | -$66.2K | 0.44% | 43 |
|
|
2021
Q4 | $1.55M | Sell |
9,797
-1,680
| -15% | -$266K | 0.64% | 33 |
|
|
2021
Q3 | $1.88M | Buy |
11,477
+2,539
| +28% | +$415K | 0.76% | 27 |
|
|
2021
Q2 | $1.39M | Sell |
8,938
-1,754
| -16% | -$273K | 0.63% | 30 |
|
|
2021
Q1 | $1.63M | Buy |
10,692
+3,647
| +52% | +$555K | 0.75% | 25 |
|
|
2020
Q4 | $897K | Buy |
+7,045
| New | +$897K | 0.52% | 24 |
|