CPA
Clear Point Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
1,174
+3
| +0.3% | +$870 | 0.29% | 88 |
|
|
2025
Q1 | $287K | Sell |
1,171
-53
| -4% | -$13K | 0.26% | 88 |
|
|
2024
Q4 | $293K | Sell |
1,224
-11
| -0.9% | -$2.64K | 0.25% | 93 |
|
|
2024
Q3 | $261K | Buy |
1,235
+2
| +0.2% | +$422 | 0.2% | 98 |
|
|
2024
Q2 | $249K | Buy |
1,233
+3
| +0.2% | +$607 | 0.2% | 96 |
|
|
2024
Q1 | $246K | Sell |
1,230
-14
| -1% | -$2.8K | 0.2% | 97 |
|
|
2023
Q4 | $212K | Buy |
+1,244
| New | +$212K | 0.19% | 97 |
|