Citadel Investment Advisory’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 |
8,599
-287
| -3% | -$83.2K | 1.21% | 19 |
|
|
2025
Q1 | $2.18M | Hold |
8,886
| – | – | 1.07% | 22 |
|
|
2024
Q4 | $2.13M | Sell |
8,886
-50
| -0.6% | -$12K | 1.1% | 23 |
|
|
2024
Q3 | $1.88M | Hold |
8,936
| – | – | 0.99% | 24 |
|
|
2024
Q2 | $1.81M | Hold |
8,936
| – | – | 1.03% | 23 |
|
|
2024
Q1 | $1.79M | Hold |
8,936
| – | – | 1.01% | 24 |
|
|
2023
Q4 | $1.52M | Hold |
8,936
| – | – | 0.93% | 25 |
|
|
2023
Q3 | $1.3M | Sell |
8,936
-25
| -0.3% | -$3.63K | 0.85% | 26 |
|
|
2023
Q2 | $1.3M | Sell |
8,961
-150
| -2% | -$21.8K | 0.84% | 26 |
|
|
2023
Q1 | $1.19M | Hold |
9,111
| – | – | 0.81% | 27 |
|
|
2022
Q4 | $1.22M | Sell |
9,111
-100
| -1% | -$13.4K | 0.84% | 28 |
|
|
2022
Q3 | $963K | Buy |
9,211
+125
| +1% | +$13.1K | 0.73% | 32 |
|
|
2022
Q2 | $1.02M | Sell |
9,086
-125
| -1% | -$14.1K | 0.69% | 32 |
|
|
2022
Q1 | $1.26M | Sell |
9,211
-54
| -0.6% | -$7.36K | 0.73% | 36 |
|
|
2021
Q4 | $1.47M | Sell |
9,265
-225
| -2% | -$35.6K | 0.86% | 29 |
|
|
2021
Q3 | $1.55M | Hold |
9,490
| – | – | 0.96% | 26 |
|
|
2021
Q2 | $1.48M | Hold |
9,490
| – | – | 0.91% | 30 |
|
|
2021
Q1 | $1.45M | Hold |
9,490
| – | – | 0.94% | 30 |
|
|
2020
Q4 | $1.21M | Buy |
+9,490
| New | +$1.21M | 0.86% | 30 |
|