Congress Park Capital’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 | $4.02M | Sell |
13,858
-450
| -3% | -$130K | 1.32% | 24 |
|
|
2025
Q1 | $3.51M | Sell |
14,308
-2,525
| -15% | -$619K | 1.33% | 20 |
|
|
2024
Q4 | $4.04M | Sell |
16,833
-1,145
| -6% | -$274K | 1.47% | 21 |
|
|
2024
Q3 | $3.79M | Sell |
17,978
-350
| -2% | -$73.8K | 1.41% | 22 |
|
|
2024
Q2 | $3.71M | Sell |
18,328
-304
| -2% | -$61.5K | 1.49% | 19 |
|
|
2024
Q1 | $3.73M | Sell |
18,632
-1,300
| -7% | -$260K | 1.65% | 17 |
|
|
2023
Q4 | $3.39M | Sell |
19,932
-215
| -1% | -$36.6K | 1.66% | 15 |
|
|
2023
Q3 | $2.92M | Sell |
20,147
-8,620
| -30% | -$1.25M | 1.52% | 14 |
|
|
2023
Q2 | $4.18M | Sell |
28,767
-1,411
| -5% | -$205K | 2.09% | 10 |
|
|
2023
Q1 | $3.93M | Sell |
30,178
-111
| -0.4% | -$14.5K | 2.04% | 9 |
|
|
2022
Q4 | $4.06M | Buy |
30,289
+27
| +0.1% | +$3.62K | 2.38% | 9 |
|
|
2022
Q3 | $3.16M | Sell |
30,262
-415
| -1% | -$43.4K | 1.83% | 12 |
|
|
2022
Q2 | $3.46M | Buy |
30,677
+532
| +2% | +$59.9K | 2.1% | 13 |
|
|
2022
Q1 | $4.11M | Buy |
30,145
+392
| +1% | +$53.4K | 2.06% | 12 |
|
|
2021
Q4 | $4.71M | Sell |
29,753
-114
| -0.4% | -$18.1K | 2.32% | 12 |
|
|
2021
Q3 | $4.89M | Sell |
29,867
-478
| -2% | -$78.2K | 2.5% | 13 |
|
|
2021
Q2 | $4.72M | Sell |
30,345
-387
| -1% | -$60.2K | 2.36% | 14 |
|
|
2021
Q1 | $4.68M | Sell |
30,732
-404
| -1% | -$61.5K | 2.61% | 12 |
|
|
2020
Q4 | $3.96M | Sell |
31,136
-1,006
| -3% | -$128K | 2.34% | 15 |
|
|
2020
Q3 | $3.09M | Sell |
32,142
-2,062
| -6% | -$198K | 1.92% | 15 |
|
|
2020
Q2 | $3.22M | Buy |
34,204
+791
| +2% | +$74.4K | 2.47% | 12 |
|
|
2020
Q1 | $3.01M | Buy |
33,413
+5,156
| +18% | +$464K | 2.71% | 12 |
|
|
2019
Q4 | $3.94M | Sell |
28,257
-395
| -1% | -$55.1K | 2.91% | 10 |
|
|
2019
Q3 | $3.37M | Buy |
28,652
+4
| +0% | +$471 | 2.83% | 9 |
|
|
2019
Q2 | $3.33M | Buy |
28,648
+74
| +0.3% | +$8.6K | 2.63% | 11 |
|
|
2019
Q1 | $2.89M | Buy |
28,574
+532
| +2% | +$53.9K | 2.5% | 10 |
|
|
2018
Q4 | $2.74M | Buy |
28,042
+2,551
| +10% | +$249K | 3.02% | 5 |
|
|
2018
Q3 | $2.88M | Buy |
25,491
+101
| +0.4% | +$11.4K | 2.58% | 8 |
|
|
2018
Q2 | $2.65M | Buy |
25,390
+1
| +0% | +$104 | 2.54% | 8 |
|
|
2018
Q1 | $2.79M | Buy |
25,389
+1,046
| +4% | +$115K | 2.87% | 9 |
|
|
2017
Q4 | $2.6M | Buy |
+24,343
| New | +$2.6M | 2.62% | 8 |
|