CAM
CPA Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Hold |
8,223
| – | – | 1% | 22 |
|
|
2025
Q1 | $2.02M | Hold |
8,223
| – | – | 0.89% | 22 |
|
|
2024
Q4 | $1.97M | Hold |
8,223
| – | – | 0.92% | 22 |
|
|
2024
Q3 | $1.73M | Hold |
8,223
| – | – | 0.84% | 25 |
|
|
2024
Q2 | $1.66M | Hold |
8,223
| – | – | 0.89% | 23 |
|
|
2024
Q1 | $1.65M | Buy |
8,223
+14
| +0.2% | +$2.8K | 0.92% | 22 |
|
|
2023
Q4 | $1.4M | Hold |
8,209
| – | – | 0.85% | 24 |
|
|
2023
Q3 | $1.19M | Buy |
8,209
+34
| +0.4% | +$4.93K | 0.84% | 24 |
|
|
2023
Q2 | $1.19M | Hold |
8,175
| – | – | 0.85% | 23 |
|
|
2023
Q1 | $1.07M | Hold |
8,175
| – | – | 0.8% | 24 |
|
|
2022
Q4 | $1.1M | Buy |
+8,175
| New | +$1.1M | 0.84% | 25 |
|