CMI
Clare Market Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
11,196
+3
| +0% | +$870 | 0.72% | 27 |
|
|
2025
Q1 | $2.75M | Buy |
11,193
+3,980
| +55% | +$976K | 0.72% | 24 |
|
|
2024
Q4 | $1.73M | Buy |
7,213
+453
| +7% | +$109K | 0.41% | 35 |
|
|
2024
Q3 | $1.43M | Sell |
6,760
-422
| -6% | -$89K | 0.37% | 37 |
|
|
2024
Q2 | $1.45M | Buy |
7,182
+3,753
| +109% | +$759K | 0.41% | 32 |
|
|
2024
Q1 | $687K | Buy |
3,429
+353
| +11% | +$70.7K | 0.21% | 66 |
|
|
2023
Q4 | $523K | Buy |
3,076
+1,537
| +100% | +$261K | 0.18% | 75 |
|
|
2023
Q3 | $223K | Sell |
1,539
-606
| -28% | -$87.9K | 0.09% | 113 |
|
|
2023
Q2 | $312K | Sell |
2,145
-999
| -32% | -$145K | 0.12% | 96 |
|
|
2023
Q1 | $410K | Sell |
3,144
-484
| -13% | -$63.1K | 0.17% | 69 |
|
|
2022
Q4 | $487K | Sell |
3,628
-3,307
| -48% | -$444K | 0.23% | 62 |
|
|
2022
Q3 | $725K | Buy |
6,935
+440
| +7% | +$46K | 0.31% | 47 |
|
|
2022
Q2 | $731K | Buy |
6,495
+3,332
| +105% | +$375K | 0.32% | 41 |
|
|
2022
Q1 | $431K | Buy |
3,163
+588
| +23% | +$80.2K | 0.14% | 90 |
|
|
2021
Q4 | $408K | Sell |
2,575
-27
| -1% | -$4.28K | 0.11% | 90 |
|
|
2021
Q3 | $426K | Buy |
2,602
+7
| +0.3% | +$1.15K | 0.13% | 89 |
|
|
2021
Q2 | $403K | Sell |
2,595
-2,386
| -48% | -$371K | 0.13% | 84 |
|
|
2021
Q1 | $759K | Buy |
4,981
+917
| +23% | +$140K | 0.29% | 52 |
|
|
2020
Q4 | $517K | Sell |
4,064
-247
| -6% | -$31.4K | 0.22% | 53 |
|
|
2020
Q3 | $415K | Buy |
4,311
+442
| +11% | +$42.6K | 0.2% | 60 |
|
|
2020
Q2 | $364K | Buy |
3,869
+1,004
| +35% | +$94.4K | 0.22% | 55 |
|
|
2020
Q1 | $258K | Sell |
2,865
-618
| -18% | -$55.7K | 0.22% | 64 |
|
|
2019
Q4 | $485K | Sell |
3,483
-2,921
| -46% | -$407K | 0.35% | 53 |
|
|
2019
Q3 | $754K | Buy |
6,404
+626
| +11% | +$73.7K | 0.72% | 30 |
|
|
2019
Q2 | $646K | Sell |
5,778
-5,059
| -47% | -$566K | 0.51% | 45 |
|
|
2019
Q1 | $1.1M | Buy |
10,837
+1,209
| +13% | +$122K | 0.95% | 21 |
|
|
2018
Q4 | $940K | Buy |
+9,628
| New | +$940K | 1.22% | 20 |
|