Cravens & Co Advisors’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 | $1.57M | Buy |
5,431
+2
| +0% | +$580 | 1.17% | 19 |
|
|
2025
Q1 | $1.33M | Buy |
5,429
+107
| +2% | +$26.2K | 1.03% | 18 |
|
|
2024
Q4 | $1.28M | Sell |
5,322
-2
| -0% | -$479 | 0.97% | 20 |
|
|
2024
Q3 | $1.12M | Sell |
5,324
-413
| -7% | -$87.1K | 0.87% | 23 |
|
|
2024
Q2 | $1.16M | Sell |
5,737
-275
| -5% | -$55.6K | 0.86% | 23 |
|
|
2024
Q1 | $1.2M | Sell |
6,012
-37
| -0.6% | -$7.41K | 1% | 20 |
|
|
2023
Q4 | $1.03M | Sell |
6,049
-8
| -0.1% | -$1.36K | 0.89% | 24 |
|
|
2023
Q3 | $878K | Buy |
6,057
+157
| +3% | +$22.8K | 0.83% | 25 |
|
|
2023
Q2 | $858K | Sell |
5,900
-5
| -0.1% | -$727 | 0.79% | 29 |
|
|
2023
Q1 | $769K | Buy |
5,905
+74
| +1% | +$9.64K | 0.72% | 29 |
|
|
2022
Q4 | $782K | Buy |
+5,831
| New | +$782K | 0.72% | 27 |
|