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 |
|