CFCI
Comprehensive Financial Consultants Institutional’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Sell |
29,397
-1,666
| -5% | -$483K | 2.8% | 1 |
|
|
2025
Q1 | $7.62M | Sell |
31,063
-1,224
| -4% | -$300K | 2.71% | 1 |
|
|
2024
Q4 | $7.74M | Sell |
32,287
-955
| -3% | -$229K | 2.82% | 1 |
|
|
2024
Q3 | $7.01M | Sell |
33,242
-81
| -0.2% | -$17.1K | 2.56% | 1 |
|
|
2024
Q2 | $6.74M | Buy |
33,323
+1,587
| +5% | +$321K | 2.64% | 1 |
|
|
2024
Q1 | $6.36M | Sell |
31,736
-614
| -2% | -$123K | 2.64% | 1 |
|
|
2023
Q4 | $5.5M | Buy |
32,350
+1,420
| +5% | +$242K | 2.56% | 1 |
|
|
2023
Q3 | $4.49M | Buy |
30,930
+1,580
| +5% | +$229K | 2.36% | 2 |
|
|
2023
Q2 | $4.5M | Buy |
29,350
+1,063
| +4% | +$163K | 2.38% | 3 |
|
|
2023
Q1 | $3.69M | Buy |
28,287
+1,420
| +5% | +$185K | 2.08% | 4 |
|
|
2022
Q4 | $3.75M | Buy |
26,867
+1,033
| +4% | +$144K | 2.26% | 1 |
|
|
2022
Q3 | $2.99M | Buy |
25,834
+2,397
| +10% | +$278K | 1.97% | 4 |
|
|
2022
Q2 | $2.65M | Buy |
23,437
+140
| +0.6% | +$15.8K | 1.88% | 7 |
|
|
2022
Q1 | $2.88M | Buy |
23,297
+1,281
| +6% | +$158K | 2.01% | 4 |
|
|
2021
Q4 | $3.26M | Buy |
+22,016
| New | +$3.26M | 2.09% | 4 |
|