Consolidated Investment Group’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 | $7.74M | Hold |
26,702
| – | – | 1.04% | 21 |
|
|
2025
Q1 | $6.55M | Sell |
26,702
-990
| -4% | -$243K | 1% | 23 |
|
|
2024
Q4 | $6.64M | Hold |
27,692
| – | – | 0.93% | 26 |
|
|
2024
Q3 | $5.84M | Hold |
27,692
| – | – | 0.87% | 28 |
|
|
2024
Q2 | $5.6M | Hold |
27,692
| – | – | 0.87% | 29 |
|
|
2024
Q1 | $5.55M | Hold |
27,692
| – | – | 0.9% | 29 |
|
|
2023
Q4 | $4.71M | Hold |
27,692
| – | – | 0.83% | 32 |
|
|
2023
Q3 | $4.02M | Hold |
27,692
| – | – | 0.78% | 35 |
|
|
2023
Q2 | $4.03M | Hold |
27,692
| – | – | 0.72% | 37 |
|
|
2023
Q1 | $3.61M | Hold |
27,692
| – | – | 0.7% | 40 |
|
|
2022
Q4 | $3.71M | Sell |
27,692
-12,000
| -30% | -$1.61M | 0.79% | 39 |
|
|
2022
Q3 | $4.15M | Hold |
39,692
| – | – | 0.9% | 29 |
|
|
2022
Q2 | $4.47M | Hold |
39,692
| – | – | 0.85% | 32 |
|
|
2022
Q1 | $5.41M | Hold |
39,692
| – | – | 0.88% | 30 |
|
|
2021
Q4 | $6.29M | Hold |
39,692
| – | – | 1% | 27 |
|
|
2021
Q3 | $6.5M | Sell |
39,692
-3,300
| -8% | -$540K | 1.02% | 27 |
|
|
2021
Q2 | $6.69M | Hold |
42,992
| – | – | 1.11% | 23 |
|
|
2021
Q1 | $6.54M | Hold |
42,992
| – | – | 1.44% | 16 |
|
|
2020
Q4 | $5.46M | Hold |
42,992
| – | – | 1.42% | 19 |
|
|
2020
Q3 | $4.14M | Hold |
42,992
| – | – | 1.39% | 21 |
|
|
2020
Q2 | $4.04M | Hold |
42,992
| – | – | 1.53% | 20 |
|
|
2020
Q1 | $3.87M | Hold |
42,992
| – | – | 1.71% | 18 |
|
|
2019
Q4 | $5.99M | Hold |
42,992
| – | – | 2.82% | 12 |
|
|
2019
Q3 | $5.06M | Hold |
42,992
| – | – | 2.61% | 14 |
|
|
2019
Q2 | $4.81M | Hold |
42,992
| – | – | 2.52% | 15 |
|
|
2019
Q1 | $4.35M | Hold |
42,992
| – | – | 2.17% | 17 |
|
|
2018
Q4 | $4.2M | Hold |
42,992
| – | – | 2.14% | 16 |
|
|
2018
Q3 | $4.85M | Hold |
42,992
| – | – | 2.26% | 15 |
|
|
2018
Q2 | $4.48M | Hold |
42,992
| – | – | 2.17% | 16 |
|
|
2018
Q1 | $4.73M | Hold |
42,992
| – | – | 2.29% | 16 |
|
|
2017
Q4 | $4.6M | Hold |
42,992
| – | – | 2.37% | 17 |
|
|
2017
Q3 | $4.11M | Hold |
42,992
| – | – | 2.07% | 18 |
|
|
2017
Q2 | $3.93M | Buy |
42,992
+10,000
| +30% | +$914K | 2.09% | 18 |
|
|
2017
Q1 | $2.9M | Hold |
32,992
| – | – | 1.65% | 24 |
|
|
2016
Q4 | $2.85M | Hold |
32,992
| – | – | 1.78% | 22 |
|
|
2016
Q3 | $2.2M | Hold |
32,992
| – | – | 1.34% | 29 |
|
|
2016
Q2 | $2.05M | Hold |
32,992
| – | – | 1.04% | 42 |
|
|
2016
Q1 | $1.95M | Buy |
32,992
+12,900
| +64% | +$764K | 0.9% | 48 |
|
|
2015
Q4 | $1.33M | Hold |
20,092
| – | – | 0.59% | 56 |
|
|
2015
Q3 | $1.23M | Buy |
20,092
+12,104
| +152% | +$738K | 0.57% | 57 |
|
|
2015
Q2 | $541K | Hold |
7,988
| – | – | 0.26% | 63 |
|
|
2015
Q1 | $484K | Hold |
7,988
| – | – | 0.23% | 62 |
|
|
2014
Q4 | $500K | Hold |
7,988
| – | – | 0.25% | 64 |
|
|
2014
Q3 | $481K | Hold |
7,988
| – | – | 0.24% | 63 |
|
|
2014
Q2 | $460K | Hold |
7,988
| – | – | 0.23% | 54 |
|
|
2014
Q1 | $485K | Hold |
7,988
| – | – | 0.27% | 50 |
|
|
2013
Q4 | $467K | Hold |
7,988
| – | – | 0.28% | 47 |
|
|
2013
Q3 | $413K | Hold |
7,988
| – | – | 0.28% | 48 |
|
|
2013
Q2 | $422K | Buy |
+7,988
| New | +$422K | 0.33% | 41 |
|