CF
Clarity Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
53,479
-28,773
| -35% | -$8.34M | 1.67% | 25 |
|
|
2025
Q1 | $20.2M | Buy |
82,252
+14,206
| +21% | +$3.48M | 2.32% | 15 |
|
|
2024
Q4 | $16.3M | Sell |
68,046
-1,319
| -2% | -$316K | 1.95% | 18 |
|
|
2024
Q3 | $14.6M | Buy |
69,365
+62,868
| +968% | +$13.3M | 1.7% | 22 |
|
|
2024
Q2 | $1.31M | Sell |
6,497
-14
| -0.2% | -$2.83K | 0.19% | 47 |
|
|
2024
Q1 | $1.3M | Buy |
6,511
+212
| +3% | +$42.5K | 0.2% | 46 |
|
|
2023
Q4 | $1.07M | Buy |
6,299
+272
| +5% | +$46.3K | 0.19% | 43 |
|
|
2023
Q3 | $874K | Buy |
6,027
+2,313
| +62% | +$335K | 0.15% | 53 |
|
|
2023
Q2 | $540K | Buy |
+3,714
| New | +$540K | 0.08% | 63 |
|
|
2023
Q1 | – | Sell |
-2,474
| Closed | -$332K | – | 64 |
|
|
2022
Q4 | $332K | Buy |
+2,474
| New | +$332K | 0.06% | 69 |
|
|
2022
Q2 | – | Sell |
-39,624
| Closed | -$5.4M | – | 92 |
|
|
2022
Q1 | $5.4M | Buy |
39,624
+1,182
| +3% | +$161K | 1.09% | 33 |
|
|
2021
Q4 | $6.09M | Buy |
38,442
+251
| +0.7% | +$39.7K | 0.95% | 37 |
|
|
2021
Q3 | $6.25M | Buy |
38,191
+3,452
| +10% | +$565K | 1.02% | 27 |
|
|
2021
Q2 | $5.4M | Buy |
34,739
+3,974
| +13% | +$618K | 1.04% | 26 |
|
|
2021
Q1 | $4.68M | Buy |
+30,765
| New | +$4.68M | 0.95% | 28 |
|