CAG
Csenge Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
40,361
-1,340
| -3% | -$354K | 0.56% | 29 |
|
|
2025
Q1 | $9.67M | Buy |
41,701
+6,988
| +20% | +$1.62M | 0.55% | 32 |
|
|
2024
Q4 | $8.32M | Buy |
34,713
+2,604
| +8% | +$624K | 0.45% | 41 |
|
|
2024
Q3 | $7.14M | Sell |
32,109
-1,782
| -5% | -$396K | 0.37% | 52 |
|
|
2024
Q2 | $6.85M | Buy |
33,891
+1,682
| +5% | +$340K | 0.39% | 49 |
|
|
2024
Q1 | $6.45M | Buy |
32,209
+45
| +0.1% | +$9.01K | 0.36% | 53 |
|
|
2023
Q4 | $5.47M | Buy |
32,164
+2,066
| +7% | +$351K | 0.34% | 55 |
|
|
2023
Q3 | $4.36M | Buy |
30,098
+414
| +1% | +$60K | 0.3% | 66 |
|
|
2023
Q2 | $4.32M | Buy |
29,684
+694
| +2% | +$101K | 0.29% | 68 |
|
|
2023
Q1 | $3.78M | Buy |
28,990
+972
| +3% | +$127K | 0.27% | 73 |
|
|
2022
Q4 | $3.76M | Buy |
28,018
+2,614
| +10% | +$351K | 0.29% | 69 |
|
|
2022
Q3 | $2.66M | Buy |
25,404
+352
| +1% | +$36.8K | 0.22% | 87 |
|
|
2022
Q2 | $2.82M | Buy |
25,052
+1,067
| +4% | +$120K | 0.24% | 82 |
|
|
2022
Q1 | $3.27M | Buy |
23,985
+694
| +3% | +$94.6K | 0.26% | 72 |
|
|
2021
Q4 | $3.66M | Sell |
23,291
-956
| -4% | -$150K | 0.33% | 62 |
|
|
2021
Q3 | $4.05M | Buy |
24,247
+956
| +4% | +$160K | 0.34% | 60 |
|
|
2021
Q2 | $3.66M | Buy |
23,291
+3,314
| +17% | +$520K | 0.33% | 62 |
|
|
2021
Q1 | $3.12M | Buy |
19,977
+36
| +0.2% | +$5.63K | 0.32% | 63 |
|
|
2020
Q4 | $2.53M | Buy |
19,941
+250
| +1% | +$31.8K | 0.3% | 62 |
|
|
2020
Q3 | $1.93M | Sell |
19,691
-6,727
| -25% | -$659K | 0.26% | 71 |
|
|
2020
Q2 | $2.49M | Buy |
26,418
+7,968
| +43% | +$750K | 0.36% | 61 |
|
|
2020
Q1 | $1.66M | Buy |
18,450
+4,066
| +28% | +$366K | 0.44% | 50 |
|
|
2019
Q4 | $2.01M | Buy |
14,384
+989
| +7% | +$138K | 0.51% | 40 |
|
|
2019
Q3 | $1.58M | Sell |
13,395
-277
| -2% | -$32.6K | 0.43% | 45 |
|
|
2019
Q2 | $1.53M | Sell |
13,672
-1,054
| -7% | -$118K | 0.52% | 40 |
|
|
2019
Q1 | $1.49M | Sell |
14,726
-4,397
| -23% | -$445K | 0.51% | 40 |
|
|
2018
Q4 | $1.87M | Buy |
19,123
+2,837
| +17% | +$277K | 0.68% | 30 |
|
|
2018
Q3 | $1.75M | Sell |
16,286
-1,063
| -6% | -$114K | 0.68% | 28 |
|
|
2018
Q2 | $1.82M | Sell |
17,349
-1,798
| -9% | -$188K | 0.67% | 31 |
|
|
2018
Q1 | $2.11M | Sell |
19,147
-762
| -4% | -$83.8K | 0.73% | 26 |
|
|
2017
Q4 | $2.13M | Buy |
19,909
+2,440
| +14% | +$261K | 0.76% | 24 |
|
|
2017
Q3 | $1.67M | Buy |
+17,469
| New | +$1.67M | 0.66% | 30 |
|