Cottonwood 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 | $1.11M | Buy |
3,837
+35
| +0.9% | +$10.1K | 0.75% | 31 |
|
|
2025
Q1 | $933K | Sell |
3,802
-491
| -11% | -$120K | 0.69% | 39 |
|
|
2024
Q4 | $1.03M | Buy |
4,293
+804
| +23% | +$193K | 0.74% | 33 |
|
|
2024
Q3 | $736K | Sell |
3,489
-125
| -3% | -$26.4K | 0.54% | 44 |
|
|
2024
Q2 | $750K | Sell |
3,614
-495
| -12% | -$103K | 0.59% | 45 |
|
|
2024
Q1 | $751K | Sell |
4,109
-168
| -4% | -$30.7K | 0.6% | 45 |
|
|
2023
Q4 | $728K | Buy |
4,277
+169
| +4% | +$28.8K | 0.6% | 44 |
|
|
2023
Q3 | $596K | Buy |
4,108
+39
| +1% | +$5.66K | 0.56% | 48 |
|
|
2023
Q2 | $592K | Sell |
4,069
-124
| -3% | -$18K | 0.54% | 45 |
|
|
2023
Q1 | $546K | Buy |
4,193
+5
| +0.1% | +$652 | 0.5% | 48 |
|
|
2022
Q4 | $562K | Sell |
4,188
-140
| -3% | -$18.8K | 0.5% | 47 |
|
|
2022
Q3 | $452K | Sell |
4,328
-2
| -0% | -$209 | 0.43% | 52 |
|
|
2022
Q2 | $488K | Sell |
4,330
-31
| -0.7% | -$3.49K | 0.44% | 53 |
|
|
2022
Q1 | $594K | Sell |
4,361
-207
| -5% | -$28.2K | 0.47% | 51 |
|
|
2021
Q4 | $723K | Buy |
+4,568
| New | +$723K | 0.56% | 44 |
|