Consolidated Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.84M | Sell |
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|
2025
Q2 | $6.29M | Buy |
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|
2025
Q1 | $5.17M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $528K | Hold |
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|
2018
Q4 | $509K | Sell |
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|
2018
Q3 | $1.84M | Buy |
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|
2018
Q2 | $544K | Hold |
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|
2018
Q1 | $574K | Hold |
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|
2017
Q4 | $558K | Hold |
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|
2017
Q3 | $498K | Buy |
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|
2017
Q2 | $357K | Sell |
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|
2017
Q1 | $383K | Buy |
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