CPIA
Cornell Pochily Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
16,631
+502
| +3% | +$146K | 1.58% | 15 |
|
|
2025
Q1 | $3.96M | Sell |
16,129
-42
| -0.3% | -$10.3K | 1.39% | 18 |
|
|
2024
Q4 | $3.88M | Sell |
16,171
-104
| -0.6% | -$24.9K | 1.35% | 17 |
|
|
2024
Q3 | $3.43M | Buy |
16,275
+14
| +0.1% | +$2.95K | 1.19% | 19 |
|
|
2024
Q2 | $3.29M | Buy |
16,261
+205
| +1% | +$41.5K | 1.25% | 19 |
|
|
2024
Q1 | $3.22M | Buy |
16,056
+179
| +1% | +$35.9K | 1.28% | 20 |
|
|
2023
Q4 | $2.7M | Buy |
15,877
+28
| +0.2% | +$4.76K | 1.12% | 22 |
|
|
2023
Q3 | $2.3M | Buy |
15,849
+49
| +0.3% | +$7.11K | 1% | 24 |
|
|
2023
Q2 | $2.3M | Buy |
15,800
+72
| +0.5% | +$10.5K | 0.95% | 26 |
|
|
2023
Q1 | $2.05M | Sell |
15,728
-193
| -1% | -$25.1K | 0.88% | 28 |
|
|
2022
Q4 | $2.14M | Buy |
15,921
+1,294
| +9% | +$174K | 0.95% | 26 |
|
|
2022
Q3 | $1.53M | Buy |
14,627
+740
| +5% | +$77.4K | 0.67% | 35 |
|
|
2022
Q2 | $1.56M | Buy |
13,887
+1,267
| +10% | +$143K | 0.7% | 38 |
|
|
2022
Q1 | $1.72M | Buy |
12,620
+439
| +4% | +$59.8K | 0.67% | 41 |
|
|
2021
Q4 | $1.93M | Sell |
12,181
-10
| -0.1% | -$1.58K | 0.75% | 38 |
|
|
2021
Q3 | $2M | Buy |
12,191
+61
| +0.5% | +$9.99K | 0.86% | 36 |
|
|
2021
Q2 | $1.89M | Buy |
12,130
+1,020
| +9% | +$159K | 0.83% | 39 |
|
|
2021
Q1 | $1.69M | Sell |
11,110
-801
| -7% | -$122K | 0.81% | 38 |
|
|
2020
Q4 | $1.51M | Sell |
11,911
-29
| -0.2% | -$3.69K | 0.73% | 38 |
|
|
2020
Q3 | $1.15M | Buy |
11,940
+260
| +2% | +$25K | 0.66% | 41 |
|
|
2020
Q2 | $1.1M | Sell |
11,680
-647
| -5% | -$60.9K | 0.68% | 42 |
|
|
2020
Q1 | $1.11M | Buy |
12,327
+140
| +1% | +$12.6K | 0.82% | 32 |
|
|
2019
Q4 | $1.7M | Sell |
12,187
-398
| -3% | -$55.5K | 1.01% | 27 |
|
|
2019
Q3 | $1.48M | Sell |
12,585
-3,241
| -20% | -$381K | 0.95% | 30 |
|
|
2019
Q2 | $1.77K | Buy |
15,826
+3,659
| +30% | +$409 | 0.44% | 28 |
|
|
2019
Q1 | $1.23M | Sell |
12,167
-3,150
| -21% | -$319K | 0.84% | 35 |
|
|
2018
Q4 | $1.5M | Buy |
15,317
+3,569
| +30% | +$348K | 0.97% | 28 |
|
|
2018
Q3 | $1.33M | Sell |
11,748
-283
| -2% | -$31.9K | 0.9% | 32 |
|
|
2018
Q2 | $1.25M | Sell |
12,031
-246
| -2% | -$25.6K | 0.87% | 33 |
|
|
2018
Q1 | $1.35M | Sell |
12,277
-432
| -3% | -$47.5K | 0.96% | 28 |
|
|
2017
Q4 | $1.36M | Buy |
+12,709
| New | +$1.36M | 0.88% | 31 |
|