CA
Clearstead Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.6M | Buy |
264,185
+11,416
| +5% | +$3.31M | 1.08% | 19 |
|
|
2025
Q1 | $62M | Sell |
252,769
-1,344
| -0.5% | -$330K | 0.96% | 21 |
|
|
2024
Q4 | $60.9M | Buy |
254,113
+3,708
| +1% | +$889K | 0.92% | 21 |
|
|
2024
Q3 | $52.8M | Buy |
250,405
+1,538
| +0.6% | +$324K | 0.82% | 24 |
|
|
2024
Q2 | $50.3M | Buy |
248,867
+130,904
| +111% | +$26.5M | 0.86% | 23 |
|
|
2024
Q1 | $23.4M | Sell |
117,963
-2,549
| -2% | -$507K | 1.16% | 19 |
|
|
2023
Q4 | $20.5M | Sell |
120,512
-119,816
| -50% | -$20.4M | 1.09% | 18 |
|
|
2023
Q3 | $34.9M | Buy |
240,328
+124,676
| +108% | +$18.1M | 1.01% | 21 |
|
|
2023
Q2 | $16.8M | Buy |
115,652
+15,498
| +15% | +$2.25M | 1.02% | 18 |
|
|
2023
Q1 | $13.1M | Buy |
100,154
+1,457
| +1% | +$190K | 0.95% | 18 |
|
|
2022
Q4 | $13.2M | Sell |
98,697
-305
| -0.3% | -$40.9K | 1.04% | 18 |
|
|
2022
Q3 | $10.3M | Sell |
99,002
-1,912
| -2% | -$200K | 0.95% | 19 |
|
|
2022
Q2 | $11.4M | Buy |
100,914
+3,248
| +3% | +$366K | 0.89% | 23 |
|
|
2022
Q1 | $13.3M | Buy |
97,666
+5,421
| +6% | +$739K | 0.9% | 19 |
|
|
2021
Q4 | $14.6M | Sell |
92,245
-106,492
| -54% | -$16.9M | 0.99% | 17 |
|
|
2021
Q3 | $32.5M | Buy |
198,737
+228
| +0.1% | +$37.3K | 2.43% | 8 |
|
|
2021
Q2 | $30.9M | Sell |
198,509
-490
| -0.2% | -$76.2K | 2.38% | 8 |
|
|
2021
Q1 | $30.3M | Buy |
198,999
+4,922
| +3% | +$749K | 2.52% | 7 |
|
|
2020
Q4 | $24.7M | Buy |
194,077
+4,309
| +2% | +$548K | 2.24% | 7 |
|
|
2020
Q3 | $18.3M | Buy |
189,768
+4,507
| +2% | +$434K | 1.96% | 8 |
|
|
2020
Q2 | $17.4M | Buy |
185,261
+3,038
| +2% | +$286K | 2.02% | 10 |
|
|
2020
Q1 | $16.4M | Sell |
182,223
-839
| -0.5% | -$75.5K | 2.39% | 8 |
|
|
2019
Q4 | $25.5M | Buy |
183,062
+125
| +0.1% | +$17.4K | 3.1% | 5 |
|
|
2019
Q3 | $21.5M | Buy |
182,937
+523
| +0.3% | +$61.6K | 2.88% | 6 |
|
|
2019
Q2 | $20.4M | Buy |
182,414
+4,453
| +3% | +$498K | 2.72% | 5 |
|
|
2019
Q1 | $18M | Buy |
177,961
+54
| +0% | +$5.47K | 2.48% | 7 |
|
|
2018
Q4 | $17.4M | Buy |
177,907
+422
| +0.2% | +$41.2K | 2.7% | 4 |
|
|
2018
Q3 | $20M | Buy |
177,485
+1,690
| +1% | +$191K | 2.75% | 7 |
|
|
2018
Q2 | $18.3M | Sell |
175,795
-175
| -0.1% | -$18.2K | 2.61% | 7 |
|
|
2018
Q1 | $19.4M | Buy |
175,970
+791
| +0.5% | +$87K | 2.8% | 6 |
|
|
2017
Q4 | $18.7M | Buy |
175,179
+1,363
| +0.8% | +$146K | 2.54% | 9 |
|
|
2017
Q3 | $16.6M | Sell |
173,816
-3,287
| -2% | -$314K | 2.16% | 9 |
|
|
2017
Q2 | $16.2M | Buy |
177,103
+6,807
| +4% | +$622K | 2.36% | 10 |
|
|
2017
Q1 | $15M | Buy |
170,296
+111,873
| +191% | +$9.83M | 2.17% | 10 |
|
|
2016
Q4 | $5.04M | Buy |
+58,423
| New | +$5.04M | 0.82% | 19 |
|