CCM
Crew Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
6,197
-174
| -3% | -$50.4K | 1.29% | 18 |
|
|
2025
Q1 | $1.56M | Buy |
6,371
+54
| +0.9% | +$13.2K | 1.28% | 13 |
|
|
2024
Q4 | $1.51M | Buy |
6,317
+50
| +0.8% | +$12K | 1.25% | 13 |
|
|
2024
Q3 | $1.32M | Sell |
6,267
-50
| -0.8% | -$10.5K | 1.06% | 16 |
|
|
2024
Q2 | $1.28M | Hold |
6,317
| – | – | 1.02% | 16 |
|
|
2024
Q1 | $1.27M | Buy |
6,317
+834
| +15% | +$167K | 1.03% | 23 |
|
|
2023
Q4 | $933K | Sell |
5,483
-17
| -0.3% | -$2.89K | 0.95% | 25 |
|
|
2023
Q3 | $798K | Sell |
5,500
-66
| -1% | -$9.57K | 0.86% | 34 |
|
|
2023
Q2 | $810K | Sell |
5,566
-720
| -11% | -$105K | 0.92% | 29 |
|
|
2023
Q1 | $819K | Buy |
6,286
+424
| +7% | +$55.3K | 1.18% | 24 |
|
|
2022
Q4 | $786K | Sell |
5,862
-238
| -4% | -$31.9K | 1.13% | 20 |
|
|
2022
Q3 | $637K | Hold |
6,100
| – | – | 0.87% | 29 |
|
|
2022
Q2 | $687K | Sell |
6,100
-200
| -3% | -$22.5K | 0.86% | 29 |
|
|
2022
Q1 | $859K | Buy |
6,300
+80
| +1% | +$10.9K | 0.83% | 32 |
|
|
2021
Q4 | $985K | Hold |
6,220
| – | – | 0.83% | 32 |
|
|
2021
Q3 | $1.02M | Buy |
6,220
+320
| +5% | +$52.4K | 0.95% | 31 |
|
|
2021
Q2 | $918K | Hold |
5,900
| – | – | 0.86% | 33 |
|
|
2021
Q1 | $898K | Buy |
+5,900
| New | +$898K | 0.9% | 32 |
|