Cohen Investment 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 | $6.56M | Buy |
22,612
+377
| +2% | +$109K | 3.42% | 6 |
|
|
2025
Q1 | $5.45M | Buy |
22,235
+37
| +0.2% | +$9.08K | 3.16% | 6 |
|
|
2024
Q4 | $5.32M | Buy |
22,198
+2
| +0% | +$479 | 3.21% | 7 |
|
|
2024
Q3 | $4.68M | Buy |
22,196
+646
| +3% | +$136K | 2.86% | 7 |
|
|
2024
Q2 | $3.13M | Sell |
21,550
-325
| -1% | -$47.1K | 2.51% | 9 |
|
|
2024
Q1 | $4.38M | Buy |
21,875
+375
| +2% | +$75.1K | 2.84% | 6 |
|
|
2023
Q4 | $3.66M | Sell |
21,500
-50
| -0.2% | -$8.51K | 2.69% | 6 |
|
|
2023
Q3 | $3.13M | Sell |
21,550
-643
| -3% | -$93.2K | 2.51% | 9 |
|
|
2023
Q2 | $3.23M | Buy |
22,193
+99
| +0.4% | +$14.4K | 2.6% | 7 |
|
|
2023
Q1 | $2.88M | Sell |
22,094
-36
| -0.2% | -$4.69K | 2.28% | 9 |
|
|
2022
Q4 | $2.97M | Buy |
22,130
+1,287
| +6% | +$173K | 2.47% | 9 |
|
|
2022
Q3 | $2.18M | Buy |
20,843
+238
| +1% | +$24.9K | 2% | 20 |
|
|
2022
Q2 | $2.32M | Buy |
20,605
+439
| +2% | +$49.5K | 1.99% | 21 |
|
|
2022
Q1 | $2.75M | Buy |
20,166
+48
| +0.2% | +$6.54K | 2.04% | 18 |
|
|
2021
Q4 | $3.19M | Sell |
20,118
-99
| -0.5% | -$15.7K | 2.27% | 12 |
|
|
2021
Q3 | $3.31M | Sell |
20,217
-336
| -2% | -$55K | 2.54% | 7 |
|
|
2021
Q2 | $3.2M | Sell |
20,553
-485
| -2% | -$75.4K | 2.49% | 9 |
|
|
2021
Q1 | $3.21M | Buy |
21,038
+596
| +3% | +$91K | 2.61% | 5 |
|
|
2020
Q4 | $2.6M | Buy |
+20,442
| New | +$2.6M | 2.34% | 9 |
|