CIM LLC’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 | $2.49M | Sell |
8,600
-66
| -0.8% | -$19.1K | 0.34% | 49 |
|
|
2025
Q1 | $2.13M | Buy |
+8,666
| New | +$2.13M | 0.32% | 59 |
|
|
2023
Q2 | – | Sell |
-3,115
| Closed | -$406K | – | 162 |
|
|
2023
Q1 | $406K | Sell |
3,115
-132
| -4% | -$17.2K | 0.08% | 106 |
|
|
2022
Q4 | $456K | Sell |
3,247
-113
| -3% | -$15.9K | 0.09% | 104 |
|
|
2022
Q3 | $431K | Buy |
3,360
+245
| +8% | +$31.4K | 0.09% | 110 |
|
|
2022
Q2 | $356K | Hold |
3,115
| – | – | 0.07% | 111 |
|
|
2022
Q1 | $414K | Sell |
3,115
-407
| -12% | -$54.1K | 0.08% | 102 |
|
|
2021
Q4 | $516K | Sell |
3,522
-37
| -1% | -$5.42K | 0.1% | 96 |
|
|
2021
Q3 | $598K | Hold |
3,559
| – | – | 0.09% | 100 |
|
|
2021
Q2 | $561K | Sell |
3,559
-117
| -3% | -$18.4K | 0.09% | 99 |
|
|
2021
Q1 | $593K | Sell |
3,676
-134
| -4% | -$21.6K | 0.11% | 102 |
|
|
2020
Q4 | $526K | Buy |
3,810
+428
| +13% | +$59.1K | 0.1% | 105 |
|
|
2020
Q3 | $353K | Buy |
+3,382
| New | +$353K | 0.07% | 108 |
|