COWA LLC’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 | $783K | Buy |
2,702
+694
| +35% | +$201K | 0.3% | 64 |
|
|
2025
Q1 | $493K | Sell |
2,008
-453
| -18% | -$111K | 0.21% | 84 |
|
|
2024
Q4 | $590K | Sell |
2,461
-68
| -3% | -$16.3K | 0.27% | 70 |
|
|
2024
Q3 | $533K | Hold |
2,529
| – | – | 0.25% | 75 |
|
|
2024
Q2 | $512K | Hold |
2,529
| – | – | 0.27% | 69 |
|
|
2024
Q1 | $507K | Sell |
2,529
-376
| -13% | -$75.3K | 0.3% | 69 |
|
|
2023
Q4 | $494K | Buy |
2,905
+246
| +9% | +$41.8K | 0.31% | 58 |
|
|
2023
Q3 | $386K | Sell |
2,659
-50
| -2% | -$7.25K | 0.26% | 69 |
|
|
2023
Q2 | $394K | Sell |
2,709
-500
| -16% | -$72.7K | 0.26% | 68 |
|
|
2023
Q1 | $418K | Hold |
3,209
| – | – | 0.34% | 66 |
|
|
2022
Q4 | $752K | Hold |
3,209
| – | – | 0.47% | 47 |
|
|
2022
Q3 | $335K | Sell |
3,209
-67
| -2% | -$6.99K | 0.22% | 80 |
|
|
2022
Q2 | $369K | Sell |
3,276
-100
| -3% | -$11.3K | 0.21% | 87 |
|
|
2022
Q1 | $460K | Sell |
3,376
-661
| -16% | -$90.1K | 0.23% | 80 |
|
|
2021
Q4 | $639K | Hold |
4,037
| – | – | 0.32% | 56 |
|
|
2021
Q3 | $661K | Hold |
4,037
| – | – | 0.38% | 48 |
|
|
2021
Q2 | $630K | Sell |
4,037
-875
| -18% | -$137K | 0.39% | 51 |
|
|
2021
Q1 | $767K | Buy |
4,912
+380
| +8% | +$59.3K | 0.46% | 42 |
|
|
2020
Q4 | $635K | Buy |
+4,532
| New | +$635K | 0.48% | 44 |
|