CPM
Connective Portfolio Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,080
| Closed | -$978K | – | 47 |
|
|
2024
Q4 | $978K | Sell |
4,080
-6,000
| -60% | -$1.44M | 1.46% | 30 |
|
|
2024
Q3 | $1.47M | Buy |
10,080
+1,000
| +11% | +$145K | 2.59% | 14 |
|
|
2024
Q2 | $1.84M | Hold |
9,080
| – | – | 2.99% | 13 |
|
|
2024
Q1 | $1.82M | Sell |
9,080
-4,000
| -31% | -$801K | 3.2% | 8 |
|
|
2023
Q4 | $2.22M | Buy |
+13,080
| New | +$2.22M | 4.54% | 7 |
|
|
2023
Q3 | – | Sell |
-12,080
| Closed | -$1.77M | – | 45 |
|
|
2023
Q2 | $1.77M | Buy |
+12,080
| New | +$1.77M | 4.39% | 4 |
|
|
2022
Q3 | – | Sell |
-6,160
| Closed | -$694K | – | 47 |
|
|
2022
Q2 | $694K | Buy |
+6,160
| New | +$694K | 1.19% | 33 |
|