Creegan & Nassoura Financial Group’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 | $8.77M | Sell |
30,249
-1,395
| -4% | -$404K | 5.71% | 1 |
|
|
2025
Q1 | $7.76M | Sell |
31,644
-575
| -2% | -$141K | 5.17% | 1 |
|
|
2024
Q4 | $7.72M | Sell |
32,219
-125
| -0.4% | -$30K | 5.19% | 2 |
|
|
2024
Q3 | $6.82M | Sell |
32,344
-100
| -0.3% | -$21.1K | 4.3% | 4 |
|
|
2024
Q2 | $6.56M | Sell |
32,444
-300
| -0.9% | -$60.7K | 4.51% | 2 |
|
|
2024
Q1 | $6.56M | Sell |
32,744
-375
| -1% | -$75.1K | 4.39% | 2 |
|
|
2023
Q4 | $5.63M | Hold |
33,119
| – | – | 4.09% | 3 |
|
|
2023
Q3 | $4.8M | Sell |
33,119
-1,175
| -3% | -$170K | 3.74% | 4 |
|
|
2023
Q2 | $4.99M | Sell |
34,294
-75
| -0.2% | -$10.9K | 3.68% | 3 |
|
|
2023
Q1 | $4.48M | Sell |
34,369
-100
| -0.3% | -$13K | 3.43% | 4 |
|
|
2022
Q4 | $4.62M | Sell |
34,469
-170
| -0.5% | -$22.8K | 3.6% | 2 |
|
|
2022
Q3 | $3.62M | Buy |
34,639
+1,095
| +3% | +$114K | 3.14% | 5 |
|
|
2022
Q2 | $3.78M | Buy |
33,544
+8,590
| +34% | +$967K | 3.18% | 4 |
|
|
2022
Q1 | $3.4M | Hold |
24,954
| – | – | 2.55% | 8 |
|
|
2021
Q4 | $3.95M | Sell |
24,954
-49
| -0.2% | -$7.76K | 2.99% | 5 |
|
|
2021
Q3 | $4.09M | Sell |
25,003
-175
| -0.7% | -$28.6K | 3.49% | 3 |
|
|
2021
Q2 | $3.92M | Sell |
25,178
-796
| -3% | -$124K | 3.35% | 3 |
|
|
2021
Q1 | $3.95M | Sell |
25,974
-973
| -4% | -$148K | 3.53% | 2 |
|
|
2020
Q4 | $3.42M | Sell |
26,947
-122
| -0.5% | -$15.5K | 3.29% | 3 |
|
|
2020
Q3 | $2.61M | Sell |
27,069
-132
| -0.5% | -$12.7K | 2.81% | 8 |
|
|
2020
Q2 | $2.56M | Sell |
27,201
-297
| -1% | -$27.9K | 2.88% | 7 |
|
|
2020
Q1 | $2.48M | Sell |
27,498
-114
| -0.4% | -$10.3K | 3.23% | 4 |
|
|
2019
Q4 | $3.85M | Buy |
+27,612
| New | +$3.85M | 3.88% | 1 |
|
|
2016
Q3 | $2.31M | Buy |
34,627
+2
| +0% | +$133 | 2.69% | 7 |
|
|
2016
Q2 | $2.15M | Buy |
34,625
+2
| +0% | +$124 | 2.55% | 10 |
|
|
2016
Q1 | $2.05M | Sell |
34,623
-1,048
| -3% | -$62.1K | 2.42% | 9 |
|
|
2015
Q4 | $2.36M | Sell |
35,671
-134
| -0.4% | -$8.85K | 2.68% | 6 |
|
|
2015
Q3 | $2.18M | Sell |
35,805
-1,023
| -3% | -$62.4K | 2.49% | 7 |
|
|
2015
Q2 | $2.5M | Sell |
36,828
-259
| -0.7% | -$17.5K | 2.6% | 6 |
|
|
2015
Q1 | $2.25M | Sell |
37,087
-1,098
| -3% | -$66.5K | 2.31% | 14 |
|
|
2014
Q4 | $2.39M | Buy |
+38,185
| New | +$2.39M | 2.44% | 11 |
|