Cora Capital Advisors’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 | $2.4M | Buy |
8,279
+265
| +3% | +$76.8K | 1.07% | 20 |
|
|
2025
Q1 | $1.97M | Buy |
8,014
+93
| +1% | +$22.8K | 0.94% | 22 |
|
|
2024
Q4 | $1.9M | Buy |
7,921
+2
| +0% | +$479 | 0.92% | 21 |
|
|
2024
Q3 | $1.67M | Sell |
7,919
-22
| -0.3% | -$4.64K | 0.82% | 21 |
|
|
2024
Q2 | $1.61M | Sell |
7,941
-90
| -1% | -$18.2K | 0.83% | 24 |
|
|
2024
Q1 | $1.61M | Sell |
8,031
-67
| -0.8% | -$13.4K | 0.86% | 24 |
|
|
2023
Q4 | $1.38M | Sell |
8,098
-53
| -0.7% | -$9.02K | 0.81% | 26 |
|
|
2023
Q3 | $1.18M | Sell |
8,151
-128
| -2% | -$18.6K | 0.79% | 28 |
|
|
2023
Q2 | $1.2M | Sell |
8,279
-98
| -1% | -$14.3K | 0.8% | 28 |
|
|
2023
Q1 | $1.09M | Sell |
8,377
-148
| -2% | -$19.3K | 0.81% | 27 |
|
|
2022
Q4 | $1.14M | Buy |
+8,525
| New | +$1.14M | 0.79% | 27 |
|