CYG
Clean Yield Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
1,954
| – | – | 0.17% | 83 |
|
|
2025
Q1 | $479K | Hold |
1,954
| – | – | 0.16% | 89 |
|
|
2024
Q4 | $468K | Buy |
1,954
+236
| +14% | +$56.6K | 0.15% | 94 |
|
|
2024
Q3 | $362K | Sell |
1,718
-55
| -3% | -$11.6K | 0.11% | 104 |
|
|
2024
Q2 | $359K | Buy |
1,773
+55
| +3% | +$11.1K | 0.13% | 92 |
|
|
2024
Q1 | $344K | Sell |
1,718
-360
| -17% | -$72.1K | 0.13% | 98 |
|
|
2023
Q4 | $353K | Hold |
2,078
| – | – | 0.15% | 94 |
|
|
2023
Q3 | $304K | Sell |
2,078
-147
| -7% | -$21.5K | 0.13% | 99 |
|
|
2023
Q2 | $324K | Hold |
2,225
| – | – | 0.13% | 95 |
|
|
2023
Q1 | $290K | Sell |
2,225
-136
| -6% | -$17.7K | 0.12% | 105 |
|
|
2022
Q4 | $317K | Buy |
2,361
+644
| +38% | +$86.4K | 0.14% | 101 |
|
|
2022
Q3 | $179K | Hold |
1,717
| – | – | 0.08% | 130 |
|
|
2022
Q2 | $193K | Buy |
1,717
+278
| +19% | +$31.2K | 0.08% | 136 |
|
|
2022
Q1 | $196K | Sell |
1,439
-1,063
| -42% | -$145K | 0.07% | 143 |
|
|
2021
Q4 | $396K | Buy |
2,502
+619
| +33% | +$98K | 0.13% | 106 |
|
|
2021
Q3 | $308K | Buy |
1,883
+131
| +7% | +$21.4K | 0.1% | 122 |
|
|
2021
Q2 | $272K | Buy |
1,752
+35
| +2% | +$5.43K | 0.09% | 122 |
|
|
2021
Q1 | $261K | Sell |
1,717
-50
| -3% | -$7.6K | 0.1% | 120 |
|
|
2020
Q4 | $225K | Buy |
1,767
+63
| +4% | +$8.02K | 0.08% | 132 |
|
|
2020
Q3 | $164K | Buy |
1,704
+74
| +5% | +$7.12K | 0.07% | 134 |
|
|
2020
Q2 | $153K | Sell |
1,630
-217
| -12% | -$20.4K | 0.07% | 134 |
|
|
2020
Q1 | $166K | Sell |
1,847
-4,459
| -71% | -$401K | 0.08% | 123 |
|
|
2019
Q4 | $879K | Sell |
6,306
-300
| -5% | -$41.8K | 0.28% | 66 |
|
|
2019
Q3 | $777K | Buy |
6,606
+1,104
| +20% | +$130K | 0.26% | 68 |
|
|
2019
Q2 | $615K | Buy |
5,502
+265
| +5% | +$29.6K | 0.22% | 72 |
|
|
2019
Q1 | $530K | Buy |
5,237
+200
| +4% | +$20.2K | 0.21% | 78 |
|
|
2018
Q4 | $492K | Buy |
5,037
+625
| +14% | +$61K | 0.21% | 86 |
|
|
2018
Q3 | $498K | Sell |
4,412
-1,000
| -18% | -$113K | 0.2% | 93 |
|
|
2018
Q2 | $564K | Buy |
5,412
+250
| +5% | +$26.1K | 0.23% | 84 |
|
|
2018
Q1 | $568K | Sell |
5,162
-794
| -13% | -$87.4K | 0.24% | 85 |
|
|
2017
Q4 | $637K | Sell |
5,956
-1,200
| -17% | -$128K | 0.25% | 82 |
|
|
2017
Q3 | $683K | Hold |
7,156
| – | – | 0.28% | 78 |
|
|
2017
Q2 | $660K | Hold |
7,156
| – | – | 0.28% | 81 |
|
|
2017
Q1 | $629K | Buy |
7,156
+4,030
| +129% | +$354K | 0.27% | 83 |
|
|
2016
Q4 | $270K | Buy |
3,126
+270
| +9% | +$23.3K | 0.12% | 114 |
|
|
2016
Q3 | $190K | Hold |
2,856
| – | – | 0.08% | 127 |
|
|
2016
Q2 | $177K | Hold |
2,856
| – | – | 0.08% | 127 |
|
|
2016
Q1 | $179K | Buy |
+2,856
| New | +$179K | 0.08% | 127 |
|
|
2015
Q4 | – | Sell |
-3,256
| Closed | -$213K | – | 128 |
|
|
2015
Q3 | $213K | Sell |
3,256
-1,480
| -31% | -$96.8K | 0.1% | 121 |
|
|
2015
Q2 | $321K | Hold |
4,736
| – | – | 0.15% | 106 |
|
|
2015
Q1 | $287K | Hold |
4,736
| – | – | 0.12% | 104 |
|
|
2014
Q4 | $296K | Hold |
4,736
| – | – | 0.13% | 104 |
|
|
2014
Q3 | $285K | Hold |
4,736
| – | – | 0.14% | 101 |
|
|
2014
Q2 | $273K | Buy |
4,736
+1,268
| +37% | +$73.1K | 0.13% | 110 |
|
|
2014
Q1 | $211K | Hold |
3,468
| – | – | 0.11% | 111 |
|
|
2013
Q4 | $203K | Buy |
+3,468
| New | +$203K | 0.11% | 111 |
|