CGA
Crescent Grove Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
9,468
-1,351
| -12% | -$392K | 0.27% | 69 |
|
|
2025
Q1 | $2.65M | Buy |
10,819
+241
| +2% | +$59.1K | 0.28% | 63 |
|
|
2024
Q4 | $2.54M | Buy |
10,578
+1,791
| +20% | +$429K | 0.25% | 66 |
|
|
2024
Q3 | $1.85M | Sell |
8,787
-90
| -1% | -$19K | 0.19% | 83 |
|
|
2024
Q2 | $1.8M | Sell |
8,877
-995
| -10% | -$201K | 0.2% | 76 |
|
|
2024
Q1 | $1.98M | Sell |
9,872
-132
| -1% | -$26.4K | 0.21% | 73 |
|
|
2023
Q4 | $1.7M | Sell |
10,004
-123
| -1% | -$20.9K | 0.19% | 76 |
|
|
2023
Q3 | $1.47M | Buy |
10,127
+263
| +3% | +$38.1K | 0.18% | 83 |
|
|
2023
Q2 | $1.43M | Sell |
9,864
-2,397
| -20% | -$349K | 0.15% | 82 |
|
|
2023
Q1 | $1.6M | Buy |
12,261
+1,669
| +16% | +$217K | 0.19% | 76 |
|
|
2022
Q4 | $1.42M | Buy |
10,592
+1,100
| +12% | +$148K | 0.15% | 91 |
|
|
2022
Q3 | $992K | Sell |
9,492
-250
| -3% | -$26.1K | 0.11% | 99 |
|
|
2022
Q2 | $1.1M | Sell |
9,742
-520
| -5% | -$58.6K | 0.12% | 96 |
|
|
2022
Q1 | $1.4M | Sell |
10,262
-1,530
| -13% | -$209K | 0.14% | 85 |
|
|
2021
Q4 | $1.87M | Buy |
11,792
+722
| +7% | +$114K | 0.18% | 67 |
|
|
2021
Q3 | $1.81M | Sell |
11,070
-269
| -2% | -$44K | 0.19% | 61 |
|
|
2021
Q2 | $1.76M | Sell |
11,339
-616
| -5% | -$95.8K | 0.19% | 66 |
|
|
2021
Q1 | $1.82M | Buy |
11,955
+196
| +2% | +$29.8K | 0.21% | 59 |
|
|
2020
Q4 | $1.49M | Sell |
11,759
-199
| -2% | -$25.3K | 0.2% | 54 |
|
|
2020
Q3 | $1.15M | Buy |
11,958
+658
| +6% | +$63.3K | 0.23% | 55 |
|
|
2020
Q2 | $1.06M | Buy |
11,300
+1,341
| +13% | +$126K | 0.22% | 56 |
|
|
2020
Q1 | $897K | Buy |
9,959
+345
| +4% | +$31.1K | 0.2% | 55 |
|
|
2019
Q4 | $1.34M | Sell |
9,614
-379
| -4% | -$52.8K | 0.23% | 56 |
|
|
2019
Q3 | $1.18M | Sell |
9,993
-1,965
| -16% | -$231K | 0.23% | 58 |
|
|
2019
Q2 | $1.34M | Buy |
11,958
+400
| +3% | +$44.7K | 0.25% | 49 |
|
|
2019
Q1 | $1.17M | Sell |
11,558
-1,892
| -14% | -$192K | 0.24% | 47 |
|
|
2018
Q4 | $1.31M | Buy |
13,450
+3,217
| +31% | +$314K | 0.28% | 50 |
|
|
2018
Q3 | $1.16M | Buy |
10,233
+300
| +3% | +$33.9K | 0.25% | 51 |
|
|
2018
Q2 | $1.04M | Sell |
9,933
-134
| -1% | -$14K | 0.26% | 55 |
|
|
2018
Q1 | $1.11M | Buy |
10,067
+205
| +2% | +$22.5K | 0.27% | 50 |
|
|
2017
Q4 | $1.06M | Hold |
9,862
| – | – | 0.27% | 53 |
|
|
2017
Q3 | $942K | Hold |
9,862
| – | – | 0.24% | 56 |
|
|
2017
Q2 | $901K | Buy |
+9,862
| New | +$901K | 0.26% | 51 |
|