CPC
Consolidated Planning Corp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
58,608
-792
| -1% | -$230K | 2.13% | 9 |
|
|
2025
Q1 | $14.6M | Buy |
59,400
+792
| +1% | +$194K | 2.01% | 9 |
|
|
2024
Q4 | $14M | Buy |
58,608
+996
| +2% | +$239K | 1.91% | 13 |
|
|
2024
Q3 | $12.1M | Buy |
57,612
+2,095
| +4% | +$442K | 1.81% | 14 |
|
|
2024
Q2 | $11.2M | Buy |
55,517
+2,269
| +4% | +$459K | 1.85% | 13 |
|
|
2024
Q1 | $10.7M | Buy |
53,248
+2,202
| +4% | +$441K | 1.82% | 11 |
|
|
2023
Q4 | $8.68M | Buy |
51,046
+2,051
| +4% | +$349K | 1.62% | 13 |
|
|
2023
Q3 | $7.11M | Buy |
48,995
+9,827
| +25% | +$1.43M | 1.57% | 16 |
|
|
2023
Q2 | $5.69M | Buy |
39,168
+3,656
| +10% | +$531K | 1.2% | 21 |
|
|
2023
Q1 | $4.63M | Buy |
35,512
+2,493
| +8% | +$325K | 1.2% | 21 |
|
|
2022
Q4 | $4.43M | Buy |
33,019
+1,663
| +5% | +$223K | 1.23% | 21 |
|
|
2022
Q3 | $3.28M | Sell |
31,356
-117
| -0.4% | -$12.2K | 1.02% | 31 |
|
|
2022
Q2 | $3.54M | Buy |
31,473
+27,287
| +652% | +$3.07M | 1.11% | 27 |
|
|
2022
Q1 | $571K | Buy |
4,186
+59
| +1% | +$8.05K | 0.4% | 27 |
|
|
2021
Q4 | $654K | Hold |
4,127
| – | – | 0.42% | 26 |
|
|
2021
Q3 | $676K | Sell |
4,127
-24
| -0.6% | -$3.93K | 0.44% | 26 |
|
|
2021
Q2 | $645K | Buy |
4,151
+17
| +0.4% | +$2.64K | 0.48% | 23 |
|
|
2021
Q1 | $629K | Sell |
4,134
-193
| -4% | -$29.4K | 0.4% | 26 |
|
|
2020
Q4 | $549K | Buy |
4,327
+1,238
| +40% | +$157K | 0.36% | 29 |
|
|
2020
Q3 | $297K | Buy |
3,089
+278
| +10% | +$26.7K | 0.22% | 34 |
|
|
2020
Q2 | $264K | Sell |
2,811
-79
| -3% | -$7.42K | 0.26% | 31 |
|
|
2020
Q1 | $260K | Buy |
2,890
+141
| +5% | +$12.7K | 0.33% | 30 |
|
|
2019
Q4 | $383K | Buy |
+2,749
| New | +$383K | 0.38% | 24 |
|