CRI
Commonwealth Retirement Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
36,192
-12,932
| -26% | -$3.75M | 3.99% | 3 |
|
|
2025
Q1 | $12.1M | Buy |
49,124
+38
| +0.1% | +$9.32K | 4.9% | 2 |
|
|
2024
Q4 | $11.8M | Sell |
49,086
-159
| -0.3% | -$38.1K | 4.85% | 2 |
|
|
2024
Q3 | $10.4M | Buy |
49,245
+430
| +0.9% | +$90.7K | 4.35% | 3 |
|
|
2024
Q2 | $9.87M | Sell |
48,815
-749
| -2% | -$151K | 4.52% | 3 |
|
|
2024
Q1 | $9.93M | Sell |
49,564
-1,121
| -2% | -$225K | 4.74% | 3 |
|
|
2023
Q4 | $8.62M | Sell |
50,685
-137
| -0.3% | -$23.3K | 4.57% | 4 |
|
|
2023
Q3 | $7.37M | Buy |
50,822
+596
| +1% | +$86.4K | 4.25% | 6 |
|
|
2023
Q2 | $7.3M | Buy |
50,226
+1,234
| +3% | +$179K | 4.07% | 4 |
|
|
2023
Q1 | $6.38M | Buy |
48,992
+414
| +0.9% | +$53.9K | 3.79% | 8 |
|
|
2022
Q4 | $6.51M | Buy |
+48,578
| New | +$6.51M | 3.95% | 5 |
|