CIM
Contravisory Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
42,940
+93
| +0.2% | +$27K | 2.45% | 4 |
|
|
2025
Q1 | $10.5M | Buy |
42,847
+4,814
| +13% | +$1.18M | 2.21% | 6 |
|
|
2024
Q4 | $9.12M | Sell |
38,033
-98
| -0.3% | -$23.5K | 1.95% | 18 |
|
|
2024
Q3 | $8.04M | Buy |
38,131
+35,609
| +1,412% | +$7.51M | 1.72% | 30 |
|
|
2024
Q2 | $510K | Sell |
2,522
-78
| -3% | -$15.8K | 0.11% | 122 |
|
|
2024
Q1 | $521K | Sell |
2,600
-57
| -2% | -$11.4K | 0.12% | 116 |
|
|
2023
Q4 | $452K | Sell |
2,657
-29
| -1% | -$4.93K | 0.11% | 128 |
|
|
2023
Q3 | $390K | Buy |
+2,686
| New | +$390K | 0.11% | 135 |
|
|
2022
Q1 | – | Sell |
-35,659
| Closed | -$5.65M | – | 362 |
|
|
2021
Q4 | $5.65M | Buy |
35,659
+1,033
| +3% | +$164K | 1.52% | 28 |
|
|
2021
Q3 | $5.67M | Sell |
34,626
-686
| -2% | -$112K | 1.72% | 25 |
|
|
2021
Q2 | $5.49M | Buy |
+35,312
| New | +$5.49M | 1.62% | 30 |
|
|
2019
Q2 | – | Sell |
-349
| Closed | -$35K | – | 308 |
|
|
2019
Q1 | $35K | Sell |
349
-193
| -36% | -$19.4K | 0.01% | 231 |
|
|
2018
Q4 | $53K | Buy |
542
+354
| +188% | +$34.6K | 0.02% | 190 |
|
|
2018
Q3 | $21K | Sell |
188
-6,921
| -97% | -$773K | 0.01% | 204 |
|
|
2018
Q2 | $741K | Buy |
7,109
+6,463
| +1,000% | +$674K | 0.27% | 48 |
|
|
2018
Q1 | $71K | Buy |
646
+191
| +42% | +$21K | 0.03% | 201 |
|
|
2017
Q4 | $49K | Sell |
455
-54
| -11% | -$5.82K | 0.02% | 213 |
|
|
2017
Q3 | $49K | Buy |
+509
| New | +$49K | 0.02% | 203 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$4K | – | 204 |
|
|
2017
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 233 |
|
|
2016
Q4 | $4K | Buy |
45
+10
| +29% | +$889 | ﹤0.01% | 220 |
|
|
2016
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 253 |
|
|
2016
Q2 | – | Sell |
-32
| Closed | -$2K | – | 219 |
|
|
2016
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 161 |
|
|
2015
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 168 |
|