Consolidated Capital Management’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 | $6.29M | Buy |
21,695
+612
| +3% | +$177K | 2.27% | 19 |
|
|
2025
Q1 | $5.17M | Buy |
+21,083
| New | +$5.17M | 2.15% | 18 |
|
|
2019
Q2 | – | Sell |
-5,216
| Closed | -$528K | – | 38 |
|
|
2019
Q1 | $528K | Hold |
5,216
| – | – | 0.33% | 33 |
|
|
2018
Q4 | $509K | Sell |
5,216
-11,121
| -68% | -$1.09M | 0.41% | 33 |
|
|
2018
Q3 | $1.84M | Buy |
16,337
+11,121
| +213% | +$1.25M | 1.2% | 25 |
|
|
2018
Q2 | $544K | Hold |
5,216
| – | – | 0.41% | 33 |
|
|
2018
Q1 | $574K | Hold |
5,216
| – | – | 0.46% | 35 |
|
|
2017
Q4 | $558K | Hold |
5,216
| – | – | 0.58% | 34 |
|
|
2017
Q3 | $498K | Buy |
5,216
+1,309
| +34% | +$125K | 0.64% | 30 |
|
|
2017
Q2 | $357K | Sell |
3,907
-451
| -10% | -$41.2K | 0.53% | 32 |
|
|
2017
Q1 | $383K | Buy |
+4,358
| New | +$383K | 0.59% | 30 |
|