CAM
Councilmark Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
5,293
| – | – | 0.97% | 28 |
|
|
2025
Q1 | $1.3M | Hold |
5,293
| – | – | 0.88% | 30 |
|
|
2024
Q4 | $1.27M | Buy |
5,293
+51
| +1% | +$12.2K | 0.85% | 34 |
|
|
2024
Q3 | $1.11M | Hold |
5,242
| – | – | 0.74% | 36 |
|
|
2024
Q2 | $1.06M | Hold |
5,242
| – | – | 0.75% | 38 |
|
|
2024
Q1 | $1.05M | Buy |
+5,242
| New | +$1.05M | 0.76% | 40 |
|