CAM
Crestone Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,823
| Closed | -$365K | – | 52 |
|
|
2024
Q1 | $365K | Sell |
1,823
-77
| -4% | -$15.4K | 0.07% | 70 |
|
|
2023
Q4 | $323K | Sell |
1,900
-1,165
| -38% | -$198K | 0.07% | 66 |
|
|
2023
Q3 | $444K | Buy |
+3,065
| New | +$444K | 0.11% | 59 |
|
|
2020
Q2 | – | Sell |
-3,532
| Closed | -$318K | – | 74 |
|
|
2020
Q1 | $318K | Buy |
+3,532
| New | +$318K | 0.13% | 43 |
|
|
2019
Q3 | – | Sell |
-2,080
| Closed | -$233K | – | 53 |
|
|
2019
Q2 | $233K | Hold |
2,080
| – | – | 0.08% | 50 |
|
|
2019
Q1 | $211K | Buy |
+2,080
| New | +$211K | 0.07% | 47 |
|
|
2018
Q3 | – | Sell |
-1,938
| Closed | -$202K | – | 42 |
|
|
2018
Q2 | $202K | Buy |
1,938
+22
| +1% | +$2.29K | 0.09% | 43 |
|
|
2018
Q1 | $211K | Hold |
1,916
| – | – | 0.1% | 43 |
|
|
2017
Q4 | $205K | Buy |
+1,916
| New | +$205K | 0.1% | 44 |
|
|
2017
Q3 | – | Sell |
-2,687
| Closed | -$246K | – | 47 |
|
|
2017
Q2 | $246K | Buy |
+2,687
| New | +$246K | 0.11% | 39 |
|