CCM
Community Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.1M | Buy |
7,600
+3,800
| +100% | +$551K | 1.75% | 33 |
|
|
2023
Q2 | $553K | Sell |
3,800
-850
| -18% | -$124K | 0.77% | 46 |
|
|
2023
Q1 | $606K | Buy |
+4,650
| New | +$606K | 0.8% | 49 |
|
|
2022
Q1 | – | Sell |
-8,700
| Closed | -$1.03M | – | 82 |
|
|
2021
Q4 | $1.03M | Hold |
8,700
| – | – | 1.1% | 35 |
|
|
2021
Q3 | $1.42M | Sell |
8,700
-2,500
| -22% | -$409K | 1.48% | 21 |
|
|
2021
Q2 | $1.74M | Buy |
11,200
+2,200
| +24% | +$342K | 1.76% | 16 |
|
|
2021
Q1 | $1.37M | Hold |
9,000
| – | – | 1.51% | 25 |
|
|
2020
Q4 | $1.14M | Buy |
9,000
+1,250
| +16% | +$159K | 1.38% | 27 |
|
|
2020
Q3 | $746K | Hold |
7,750
| – | – | 0.99% | 38 |
|
|
2020
Q2 | $729K | Sell |
7,750
-10,750
| -58% | -$1.01M | 0.8% | 35 |
|
|
2020
Q1 | $1.67M | Buy |
18,500
+878
| +5% | +$79.1K | 2.77% | 8 |
|
|
2019
Q4 | $2.46M | Hold |
17,622
| – | – | 2.36% | 14 |
|
|
2019
Q3 | $2.07M | Buy |
17,622
+6,622
| +60% | +$779K | 2.27% | 16 |
|
|
2019
Q2 | $1.23M | Hold |
11,000
| – | – | 1.41% | 18 |
|
|
2019
Q1 | $1.11M | Buy |
11,000
+1,258
| +13% | +$127K | 1.35% | 18 |
|
|
2018
Q4 | $951K | Buy |
+9,742
| New | +$951K | 1.41% | 20 |
|