CMG Global Holdings’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 | $716K | Sell |
2,400
-71
| -3% | -$21.2K | 0.38% | 51 |
|
2025
Q1 | $605K | Sell |
2,471
-1,661
| -40% | -$406K | 0.39% | 50 |
|
2024
Q4 | $1.09M | Buy |
4,132
+16
| +0.4% | +$4.21K | 0.6% | 45 |
|
2024
Q3 | $868K | Sell |
4,116
-22
| -0.5% | -$4.64K | 0.49% | 47 |
|
2024
Q2 | $837K | Sell |
4,138
-21
| -0.5% | -$4.25K | 0.55% | 46 |
|
2024
Q1 | $833K | Hold |
4,159
| – | – | 0.57% | 45 |
|
2023
Q4 | $748K | Sell |
4,159
-102
| -2% | -$18.3K | 0.54% | 46 |
|
2023
Q3 | $618K | Hold |
4,261
| – | – | 0.53% | 45 |
|
2023
Q2 | $620K | Buy |
4,261
+17
| +0.4% | +$2.47K | 0.51% | 49 |
|
2023
Q1 | $553K | Sell |
4,244
-201
| -5% | -$26.2K | 0.5% | 49 |
|
2022
Q4 | $596K | Buy |
4,445
+268
| +6% | +$35.9K | 0.57% | 45 |
|
2022
Q3 | $437K | Sell |
4,177
-15
| -0.4% | -$1.57K | 0.47% | 50 |
|
2022
Q2 | $472K | Buy |
4,192
+915
| +28% | +$103K | 0.49% | 53 |
|
2022
Q1 | $447K | Buy |
3,277
+549
| +20% | +$74.9K | 0.36% | 57 |
|
2021
Q4 | $432K | Buy |
2,728
+34
| +1% | +$5.38K | 0.28% | 61 |
|
2021
Q3 | $441K | Sell |
2,694
-2,074
| -43% | -$340K | 0.33% | 57 |
|
2021
Q2 | $742K | Buy |
4,768
+229
| +5% | +$35.6K | 0.56% | 41 |
|
2021
Q1 | $691K | Buy |
+4,539
| New | +$691K | 0.6% | 41 |
|