CPRC
Consolidated Portfolio Review Corp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
10,303
+484
| +5% | +$140K | 0.41% | 60 |
|
|
2025
Q1 | $2.41M | Buy |
9,819
+642
| +7% | +$157K | 0.39% | 67 |
|
|
2024
Q4 | $2.2M | Buy |
9,177
+4,231
| +86% | +$1.01M | 0.35% | 81 |
|
|
2024
Q3 | $1.04M | Sell |
4,946
-190
| -4% | -$40.1K | 0.23% | 111 |
|
|
2024
Q2 | $1.04M | Buy |
5,136
+2,837
| +123% | +$574K | 0.24% | 99 |
|
|
2024
Q1 | $461K | Sell |
2,299
-7,165
| -76% | -$1.44M | 0.12% | 170 |
|
|
2023
Q4 | $1.61M | Sell |
9,464
-1,992
| -17% | -$339K | 0.37% | 72 |
|
|
2023
Q3 | $1.66M | Buy |
11,456
+180
| +2% | +$26.1K | 0.4% | 71 |
|
|
2023
Q2 | $1.64M | Sell |
11,276
-8
| -0.1% | -$1.16K | 0.39% | 72 |
|
|
2023
Q1 | $1.47M | Buy |
+11,284
| New | +$1.47M | 0.4% | 67 |
|