CPWM LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.25M | Sell |
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|
2022
Q2 | $5.33M | Buy |
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|
2022
Q1 | $5.68M | Buy |
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|
2021
Q4 | $6.11M | Hold |
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|
2021
Q3 | $6.11M | Sell |
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|
2021
Q2 | $5.82M | Buy |
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|
2021
Q1 | $4.91M | Buy |
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|
2020
Q4 | $3.81M | Sell |
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|
2020
Q3 | $3.41M | Buy |
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|
2020
Q2 | $3.22M | Buy |
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|
2020
Q1 | $2.97M | Sell |
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|
2019
Q4 | $5.21M | Buy |
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|
2019
Q3 | $4.39M | Buy |
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|
2019
Q2 | $3.98M | Buy |
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|
2019
Q1 | $2.96M | Sell |
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|
2018
Q4 | $2.9M | Buy |
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|
2018
Q3 | $2.92M | Buy |
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|
2018
Q2 | $2.64M | Buy |
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|
2018
Q1 | $2.74M | Buy |
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|
2017
Q4 | $2.34M | Buy |
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|
2017
Q3 | $1.74M | Sell |
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|
2017
Q2 | $2.24M | Sell |
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|
2017
Q1 | $2.79M | Buy |
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|
2016
Q4 | $2.66M | Sell |
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|
2016
Q3 | $2.74M | Buy |
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|
2016
Q2 | $2.14M | Sell |
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|
2016
Q1 | $2.13M | Sell |
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|
2015
Q4 | $2.57M | Buy |
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|
2015
Q3 | $2.35M | Buy |
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|
2015
Q2 | $1.25M | Buy |
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|
2015
Q1 | $646K | Sell |
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|
2014
Q4 | $744K | Buy |
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|
2014
Q3 | $633K | Buy |
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|
2014
Q2 | $507K | Buy |
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|
2014
Q1 | $406K | Buy |
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|
2013
Q4 | $353K | Sell |
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|
2013
Q3 | $369K | Hold |
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|
2013
Q2 | $369K | Buy |
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