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Criterion Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Criterion Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$3.8M Hold
18,793
– – 2.39% 8
2024
Q3 		$3.8M Hold
18,793
– – 2.39% 8
2024
Q2 		$3.8M Sell
18,793
-42
-0.2% -$8.5K 2.39% 8
2024
Q1 		$3.77M Buy
18,835
+663
+4% +$133K 2.51% 7
2023
Q4 		$3.09M Buy
+18,172
New +$3.09M 2.25% 9