CG
Clarus Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
5,506
-82
| -1% | -$23.8K | 0.59% | 21 |
|
|
2025
Q1 | $1.37M | Sell |
5,588
-2,860
| -34% | -$702K | 0.53% | 23 |
|
|
2024
Q4 | $2.03M | Sell |
8,448
-901
| -10% | -$216K | 0.72% | 19 |
|
|
2024
Q3 | $1.97M | Sell |
9,349
-118
| -1% | -$24.9K | 0.83% | 18 |
|
|
2024
Q2 | $1.91M | Buy |
9,467
+586
| +7% | +$119K | 0.85% | 19 |
|
|
2024
Q1 | $1.78M | Sell |
8,881
-800
| -8% | -$160K | 1.25% | 21 |
|
|
2023
Q4 | $1.65M | Sell |
9,681
-1,583
| -14% | -$269K | 1.25% | 21 |
|
|
2023
Q3 | $1.63M | Sell |
11,264
-578
| -5% | -$83.8K | 1.19% | 19 |
|
|
2023
Q2 | $1.72M | Buy |
11,842
+3,467
| +41% | +$504K | 1.26% | 18 |
|
|
2023
Q1 | $1.09M | Buy |
8,375
+190
| +2% | +$24.8K | 1.02% | 18 |
|
|
2022
Q4 | $1.1M | Sell |
8,185
-150
| -2% | -$20.1K | 0.96% | 21 |
|
|
2022
Q3 | $871K | Sell |
8,335
-174
| -2% | -$18.2K | 0.79% | 23 |
|
|
2022
Q2 | $958K | Sell |
8,509
-100
| -1% | -$11.3K | 0.8% | 22 |
|
|
2022
Q1 | $1.17M | Sell |
8,609
-90
| -1% | -$12.3K | 0.8% | 22 |
|
|
2021
Q4 | $1.38M | Hold |
8,699
| – | – | 0.93% | 19 |
|
|
2021
Q3 | $1.42M | Buy |
8,699
+1
| +0% | +$164 | 0.98% | 19 |
|
|
2021
Q2 | $1.36M | Buy |
8,698
+1
| +0% | +$156 | 1.01% | 20 |
|
|
2021
Q1 | $1.35M | Hold |
8,697
| – | – | 1.12% | 20 |
|
|
2020
Q4 | $1.23M | Buy |
+8,697
| New | +$1.23M | 1.06% | 18 |
|