City Center Advisors 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
$294K Buy
1,015
+138
+16% +$40K 0.32% 108
2025
Q1
$215K Buy
+877
New +$215K 0.25% 142
2024
Q4
Sell
-1,013
Closed -$214K 170
2024
Q3
$214K Sell
1,013
-6
-0.6% -$1.27K 0.24% 154
2024
Q2
$204K Hold
1,019
0.24% 149
2024
Q1
$204K Buy
+1,019
New +$204K 0.24% 149