CoreCap Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Buy |
27,404
+1,472
| +6% | +$427K | 0.32% | 60 |
|
|
2025
Q1 | $6.36M | Buy |
25,932
+801
| +3% | +$196K | 0.28% | 67 |
|
|
2024
Q4 | $6.02M | Sell |
25,131
-5,388
| -18% | -$1.29M | 0.27% | 61 |
|
|
2024
Q3 | $6.44M | Buy |
30,519
+4,112
| +16% | +$867K | 0.3% | 65 |
|
|
2024
Q2 | $5.34M | Buy |
26,407
+167
| +0.6% | +$33.8K | 0.55% | 29 |
|
|
2024
Q1 | $5.26M | Buy |
26,240
+5,275
| +25% | +$1.06M | 0.28% | 63 |
|
|
2023
Q4 | $3.57M | Sell |
20,965
-729
| -3% | -$124K | 0.23% | 87 |
|
|
2023
Q3 | $3.15M | Sell |
21,694
-540
| -2% | -$78.3K | 0.23% | 89 |
|
|
2023
Q2 | $3.23M | Buy |
+22,234
| New | +$3.23M | 0.23% | 88 |
|
|
2022
Q4 | $1.97M | Buy |
14,685
+1,077
| +8% | +$144K | 0.14% | 128 |
|
|
2022
Q3 | $1.42M | Buy |
13,608
+1,429
| +12% | +$149K | 0.12% | 153 |
|
|
2022
Q2 | $1.37M | Sell |
12,179
-992
| -8% | -$112K | 0.11% | 154 |
|
|
2022
Q1 | $1.8M | Sell |
13,171
-7,833
| -37% | -$1.07M | 0.12% | 136 |
|
|
2021
Q4 | $3.33M | Buy |
+21,004
| New | +$3.33M | 0.22% | 84 |
|