CFG
CKW Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
10,250
-180
| -2% | -$52.3K | 0.34% | 15 |
|
|
2025
Q1 | $2.54M | Buy |
10,430
+343
| +3% | +$83.6K | 0.32% | 15 |
|
|
2024
Q4 | $2.42M | Buy |
10,087
+34
| +0.3% | +$8.15K | 0.3% | 15 |
|
|
2024
Q3 | $2.08M | Sell |
10,053
-733
| -7% | -$152K | 0.25% | 18 |
|
|
2024
Q2 | $2.22M | Sell |
10,786
-201
| -2% | -$41.3K | 0.28% | 16 |
|
|
2024
Q1 | $2.19M | Sell |
10,987
-139
| -1% | -$27.7K | 0.28% | 16 |
|
|
2023
Q4 | $1.89M | Sell |
11,126
-100
| -0.9% | -$17K | 0.26% | 17 |
|
|
2023
Q3 | $1.63M | Sell |
11,226
-69
| -0.6% | -$10K | 0.25% | 19 |
|
|
2023
Q2 | $1.64M | Buy |
11,295
+408
| +4% | +$59.3K | 0.25% | 17 |
|
|
2023
Q1 | $1.42M | Hold |
10,887
| – | – | 0.23% | 12 |
|
|
2022
Q4 | $1.46M | Buy |
10,887
+908
| +9% | +$122K | 0.25% | 13 |
|
|
2022
Q3 | $1.04M | Buy |
9,979
+1
| +0% | +$105 | 0.2% | 12 |
|
|
2022
Q2 | $1.14M | Buy |
9,978
+1
| +0% | +$114 | 0.19% | 16 |
|
|
2022
Q1 | $1.35M | Sell |
9,977
-78
| -0.8% | -$10.6K | 0.2% | 15 |
|
|
2021
Q4 | $1.59M | Hold |
10,055
| – | – | 0.24% | 10 |
|
|
2021
Q3 | $1.68M | Hold |
10,055
| – | – | 0.26% | 10 |
|
|
2021
Q2 | $1.58M | Sell |
10,055
-500
| -5% | -$78.5K | 0.25% | 10 |
|
|
2021
Q1 | $1.61M | Sell |
10,555
-50
| -0.5% | -$7.61K | 0.28% | 10 |
|
|
2020
Q4 | $1.35M | Sell |
10,605
-4,670
| -31% | -$594K | 0.25% | 12 |
|
|
2020
Q3 | $1.48M | Hold |
15,275
| – | – | 0.3% | 12 |
|
|
2020
Q2 | $1.43M | Hold |
15,275
| – | – | 0.32% | 9 |
|
|
2020
Q1 | $1.29M | Sell |
15,275
-7,290
| -32% | -$615K | 0.34% | 12 |
|
|
2019
Q4 | $3.15M | Sell |
22,565
-300
| -1% | -$41.8K | 0.59% | 9 |
|
|
2019
Q3 | $2.64M | Sell |
22,865
-620
| -3% | -$71.6K | 0.5% | 11 |
|
|
2019
Q2 | $2.63M | Sell |
23,485
-265
| -1% | -$29.6K | 0.53% | 9 |
|
|
2019
Q1 | $2.4M | Hold |
23,750
| – | – | 0.44% | 10 |
|
|
2018
Q4 | $2.32M | Sell |
23,750
-150
| -0.6% | -$14.6K | 0.51% | 9 |
|
|
2018
Q3 | $2.71M | Hold |
23,900
| – | – | 0.51% | 9 |
|
|
2018
Q2 | $2.49M | Sell |
23,900
-23
| -0.1% | -$2.4K | 0.52% | 9 |
|
|
2018
Q1 | $2.58M | Buy |
23,923
+23
| +0.1% | +$2.48K | 0.57% | 9 |
|
|
2017
Q4 | $2.56M | Sell |
23,900
-1,025
| -4% | -$110K | 0.57% | 10 |
|
|
2017
Q3 | $2.38M | Hold |
24,925
| – | – | 0.57% | 11 |
|
|
2017
Q2 | $2.31M | Hold |
24,925
| – | – | 0.61% | 12 |
|
|
2017
Q1 | $2.19M | Hold |
24,925
| – | – | 0.68% | 12 |
|
|
2016
Q4 | $2.15M | Sell |
24,925
-732
| -3% | -$63.2K | 0.78% | 10 |
|
|
2016
Q3 | $1.71M | Buy |
25,657
+200
| +0.8% | +$13.3K | 0.59% | 12 |
|
|
2016
Q2 | $1.58M | Sell |
25,457
-580
| -2% | -$36K | 0.56% | 14 |
|
|
2016
Q1 | $1.54M | Sell |
26,037
-20
| -0.1% | -$1.18K | 0.58% | 11 |
|
|
2015
Q4 | $1.72M | Sell |
26,057
-71
| -0.3% | -$4.69K | 0.62% | 11 |
|
|
2015
Q3 | $1.59M | Sell |
26,128
-2,676
| -9% | -$163K | 0.65% | 8 |
|
|
2015
Q2 | $1.95M | Sell |
28,804
-593
| -2% | -$40.2K | 0.77% | 8 |
|
|
2015
Q1 | $1.76M | Sell |
29,397
-721
| -2% | -$43.2K | 0.7% | 8 |
|
|
2014
Q4 | $1.89M | Sell |
30,118
-265
| -0.9% | -$16.6K | 0.8% | 8 |
|
|
2014
Q3 | $1.83M | Buy |
30,383
+199
| +0.7% | +$12K | 0.8% | 6 |
|
|
2014
Q2 | $1.74M | Hold |
30,184
| – | – | 0.93% | 5 |
|
|
2014
Q1 | $1.83M | Buy |
30,184
+300
| +1% | +$18.2K | 0.87% | 6 |
|
|
2013
Q4 | $1.75M | Buy |
+29,884
| New | +$1.75M | 0.91% | 6 |
|