Clearwater Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,382
-16
| -0.4% | -$4.64K | 0.12% | 66 |
|
|
2025
Q1 | $1.08M | Buy |
4,398
+90
| +2% | +$22.1K | 0.1% | 71 |
|
|
2024
Q4 | $1.03M | Sell |
4,308
-418
| -9% | -$100K | 0.1% | 74 |
|
|
2024
Q3 | $997K | Buy |
4,726
+2,301
| +95% | +$485K | 0.1% | 78 |
|
|
2024
Q2 | $491K | Buy |
2,425
+1,125
| +87% | +$228K | 0.05% | 100 |
|
|
2024
Q1 | $260K | Sell |
1,300
-82
| -6% | -$16.4K | 0.03% | 140 |
|
|
2023
Q4 | $235K | Buy |
+1,382
| New | +$235K | 0.03% | 142 |
|
|
2023
Q3 | – | Sell |
-1,421
| Closed | -$207K | – | 149 |
|
|
2023
Q2 | $207K | Buy |
+1,421
| New | +$207K | 0.02% | 141 |
|
|
2023
Q1 | – | Sell |
-1,685
| Closed | -$226K | – | 158 |
|
|
2022
Q4 | $226K | Buy |
+1,685
| New | +$226K | 0.03% | 143 |
|
|
2022
Q2 | – | Sell |
-1,635
| Closed | -$223K | – | 162 |
|
|
2022
Q1 | $223K | Sell |
1,635
-75
| -4% | -$10.2K | 0.03% | 156 |
|
|
2021
Q4 | $271K | Sell |
1,710
-344
| -17% | -$54.5K | 0.03% | 142 |
|
|
2021
Q3 | $336K | Sell |
2,054
-18
| -0.9% | -$2.94K | 0.04% | 121 |
|
|
2021
Q2 | $322K | Sell |
2,072
-74
| -3% | -$11.5K | 0.04% | 126 |
|
|
2021
Q1 | $327K | Sell |
2,146
-74
| -3% | -$11.3K | 0.04% | 124 |
|
|
2020
Q4 | $282K | Sell |
2,220
-496
| -18% | -$63K | 0.04% | 127 |
|
|
2020
Q3 | $261K | Hold |
2,716
| – | – | 0.04% | 120 |
|
|
2020
Q2 | $255K | Sell |
2,716
-330
| -11% | -$31K | 0.04% | 122 |
|
|
2020
Q1 | $274K | Sell |
3,046
-1,037
| -25% | -$93.3K | 0.06% | 130 |
|
|
2019
Q4 | $569K | Sell |
4,083
-160
| -4% | -$22.3K | 0.09% | 118 |
|
|
2019
Q3 | $499K | Sell |
4,243
-1,086
| -20% | -$128K | 0.09% | 132 |
|
|
2019
Q2 | $596K | Sell |
5,329
-1,026
| -16% | -$115K | 0.11% | 130 |
|
|
2019
Q1 | $643K | Sell |
6,355
-770
| -11% | -$77.9K | 0.12% | 130 |
|
|
2018
Q4 | $696K | Buy |
7,125
+1,295
| +22% | +$127K | 0.15% | 129 |
|
|
2018
Q3 | $658K | Buy |
5,830
+612
| +12% | +$69.1K | 0.13% | 127 |
|
|
2018
Q2 | $544K | Hold |
5,218
| – | – | 0.11% | 126 |
|
|
2018
Q1 | $574K | Hold |
5,218
| – | – | 0.12% | 121 |
|
|
2017
Q4 | $558K | Sell |
5,218
-185
| -3% | -$19.8K | 0.12% | 119 |
|
|
2017
Q3 | $521K | Buy |
5,403
+366
| +7% | +$35.3K | 0.12% | 118 |
|
|
2017
Q2 | $469K | Sell |
5,037
-60
| -1% | -$5.59K | 0.12% | 115 |
|
|
2017
Q1 | $439K | Sell |
5,097
-190
| -4% | -$16.4K | 0.12% | 116 |
|
|
2016
Q4 | $461K | Buy |
5,287
+146
| +3% | +$12.7K | 0.16% | 103 |
|
|
2016
Q3 | $342K | Buy |
5,141
+692
| +16% | +$46K | 0.12% | 111 |
|
|
2016
Q2 | $268K | Buy |
+4,449
| New | +$268K | 0.1% | 114 |
|