CMP
Coston McIsaac & Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
955
-283
| -23% | -$82.1K | 0.07% | 113 |
|
|
2025
Q1 | $303K | Hold |
1,238
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $296K | Hold |
1,238
| – | – | 0.09% | 99 |
|
|
2024
Q3 | $261 | Hold |
1,238
| – | – | 0.07% | 102 |
|
|
2024
Q2 | $250K | Sell |
1,238
-20
| -2% | -$4.04K | 0.08% | 100 |
|
|
2024
Q1 | $252K | Sell |
1,258
-52
| -4% | -$10.4K | 0.08% | 98 |
|
|
2023
Q4 | $222K | Buy |
1,310
+44
| +3% | +$7.46K | 0.08% | 104 |
|
|
2023
Q3 | $183K | Hold |
1,266
| – | – | 0.07% | 108 |
|
|
2023
Q2 | $184K | Buy |
1,266
+1
| +0.1% | +$145 | 0.06% | 120 |
|
|
2023
Q1 | $164K | Buy |
1,265
+50
| +4% | +$6.48K | 0.06% | 127 |
|
|
2022
Q4 | $162 | Buy |
1,215
+4
| +0.3% | +$1 | 0.06% | 131 |
|
|
2022
Q3 | $126K | Buy |
1,211
+4
| +0.3% | +$416 | 0.06% | 135 |
|
|
2022
Q2 | $136K | Buy |
+1,207
| New | +$136K | 0.08% | 85 |
|