CRA Financial Services’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 | $3.28M | Buy |
11,300
+191
| +2% | +$55.4K | 0.5% | 43 |
|
|
2025
Q1 | $2.73M | Buy |
11,109
+512
| +5% | +$126K | 0.47% | 45 |
|
|
2024
Q4 | $2.54M | Buy |
10,597
+457
| +5% | +$110K | 0.44% | 47 |
|
|
2024
Q3 | $2.14M | Buy |
10,140
+73
| +0.7% | +$15.4K | 0.39% | 46 |
|
|
2024
Q2 | $2.04M | Sell |
10,067
-136
| -1% | -$27.5K | 0.41% | 44 |
|
|
2024
Q1 | $2.04M | Buy |
10,203
+82
| +0.8% | +$16.4K | 0.44% | 43 |
|
|
2023
Q4 | $1.72M | Buy |
10,121
+120
| +1% | +$20.4K | 0.42% | 49 |
|
|
2023
Q3 | $1.45M | Sell |
10,001
-135
| -1% | -$19.6K | 0.4% | 52 |
|
|
2023
Q2 | $1.47M | Buy |
10,136
+158
| +2% | +$23K | 0.4% | 49 |
|
|
2023
Q1 | $1.3M | Buy |
9,978
+379
| +4% | +$49.4K | 0.39% | 50 |
|
|
2022
Q4 | $1.29M | Buy |
9,599
+175
| +2% | +$23.5K | 0.42% | 49 |
|
|
2022
Q3 | $985K | Buy |
9,424
+1,109
| +13% | +$116K | 0.35% | 55 |
|
|
2022
Q2 | $936K | Sell |
8,315
-1,389
| -14% | -$156K | 0.32% | 65 |
|
|
2022
Q1 | $1.32M | Buy |
9,704
+2,227
| +30% | +$304K | 0.4% | 46 |
|
|
2021
Q4 | $1.18M | Buy |
7,477
+1,267
| +20% | +$201K | 0.35% | 52 |
|
|
2021
Q3 | $1.02M | Buy |
6,210
+555
| +10% | +$90.9K | 0.34% | 52 |
|
|
2021
Q2 | $880K | Buy |
5,655
+117
| +2% | +$18.2K | 0.31% | 61 |
|
|
2021
Q1 | $843K | Buy |
5,538
+101
| +2% | +$15.4K | 0.33% | 59 |
|
|
2020
Q4 | $691K | Buy |
5,437
+233
| +4% | +$29.6K | 0.29% | 74 |
|
|
2020
Q3 | $501K | Sell |
5,204
-506
| -9% | -$48.7K | 0.24% | 82 |
|
|
2020
Q2 | $537K | Sell |
5,710
-97
| -2% | -$9.12K | 0.28% | 78 |
|
|
2020
Q1 | $523K | Buy |
5,807
+518
| +10% | +$46.7K | 0.33% | 71 |
|
|
2019
Q4 | $737K | Buy |
5,289
+5
| +0.1% | +$697 | 0.4% | 54 |
|
|
2019
Q3 | $622K | Sell |
5,284
-855
| -14% | -$101K | 0.38% | 63 |
|
|
2019
Q2 | $687K | Buy |
6,139
+107
| +2% | +$12K | 0.41% | 53 |
|
|
2019
Q1 | $611K | Buy |
6,032
+105
| +2% | +$10.6K | 0.4% | 59 |
|
|
2018
Q4 | $579K | Buy |
+5,927
| New | +$579K | 0.42% | 57 |
|