Cordatus Wealth Management’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 | $10.6M | Sell |
36,481
-70
| -0.2% | -$20.3K | 2.6% | 7 |
|
|
2025
Q1 | $8.97M | Buy |
36,551
+149
| +0.4% | +$36.6K | 2.46% | 8 |
|
|
2024
Q4 | $8.73M | Buy |
36,402
+480
| +1% | +$115K | 2.3% | 7 |
|
|
2024
Q3 | $7.57M | Buy |
35,922
+330
| +0.9% | +$69.6K | 2.72% | 7 |
|
|
2024
Q2 | $7.2M | Buy |
35,592
+37
| +0.1% | +$7.48K | 2.7% | 6 |
|
|
2024
Q1 | $7.12M | Sell |
35,555
-55
| -0.2% | -$11K | 5.16% | 4 |
|
|
2023
Q4 | $6.06M | Sell |
35,610
-554
| -2% | -$94.2K | 5.01% | 4 |
|
|
2023
Q3 | $5.24M | Sell |
36,164
-807
| -2% | -$117K | 4.79% | 4 |
|
|
2023
Q2 | $5.38M | Buy |
36,971
+11,930
| +48% | +$1.74M | 2.02% | 7 |
|
|
2023
Q1 | $3.26M | Buy |
25,041
+35
| +0.1% | +$4.56K | 4.16% | 4 |
|
|
2022
Q4 | $3.35M | Buy |
+25,006
| New | +$3.35M | 4.92% | 3 |
|
|
2022
Q3 | – | Sell |
-23,755
| Closed | -$2.68M | – | 110 |
|
|
2022
Q2 | $2.68M | Buy |
23,755
+573
| +2% | +$64.5K | 1.25% | 20 |
|
|
2022
Q1 | $3.16M | Sell |
23,182
-2,863
| -11% | -$390K | 1.11% | 13 |
|
|
2021
Q4 | $4.12M | Buy |
26,045
+4,577
| +21% | +$725K | 1.21% | 17 |
|
|
2021
Q3 | $3.51M | Buy |
+21,468
| New | +$3.51M | 2.7% | 9 |
|
|
2021
Q1 | $3.16M | Buy |
20,732
+482
| +2% | +$73.4K | 1.21% | 15 |
|
|
2020
Q4 | $2.57M | Buy |
20,250
+35
| +0.2% | +$4.45K | 1.09% | 25 |
|
|
2020
Q3 | $1.95M | Buy |
20,215
+78
| +0.4% | +$7.51K | 0.94% | 37 |
|
|
2020
Q2 | $1.89M | Buy |
20,137
+7,461
| +59% | +$702K | 1.04% | 28 |
|
|
2020
Q1 | $1.14M | Buy |
12,676
+3,479
| +38% | +$313K | 0.82% | 49 |
|
|
2019
Q4 | $1.28M | Buy |
9,197
+1,487
| +19% | +$207K | 0.64% | 56 |
|
|
2019
Q3 | $907K | Buy |
7,710
+1,359
| +21% | +$160K | 0.47% | 72 |
|
|
2019
Q2 | $710K | Buy |
6,351
+226
| +4% | +$25.3K | 0.41% | 80 |
|
|
2019
Q1 | $620K | Buy |
6,125
+1,014
| +20% | +$103K | 0.34% | 92 |
|
|
2018
Q4 | $499K | Buy |
+5,111
| New | +$499K | 0.36% | 70 |
|