CA
CSM Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1M | Buy |
217,688
+124,546
| +134% | +$36.1M | 1.84% | 5 |
|
|
2025
Q1 | $22.8M | Sell |
93,142
-2,135
| -2% | -$524K | 1.25% | 18 |
|
|
2024
Q4 | $22.8M | Sell |
95,277
-2,523
| -3% | -$605K | 1.07% | 21 |
|
|
2024
Q3 | $20.6M | Sell |
97,800
-2,452
| -2% | -$517K | 1.34% | 25 |
|
|
2024
Q2 | $20.3M | Sell |
100,252
-1,489
| -1% | -$301K | 1.43% | 20 |
|
|
2024
Q1 | $20.4M | Buy |
101,741
+1,970
| +2% | +$395K | 1.34% | 23 |
|
|
2023
Q4 | $17M | Sell |
99,771
-1,738
| -2% | -$296K | 1.22% | 20 |
|
|
2023
Q3 | $14.7M | Sell |
101,509
-1,640
| -2% | -$238K | 1.28% | 17 |
|
|
2023
Q2 | $15M | Sell |
103,149
-4,140
| -4% | -$602K | 1.13% | 21 |
|
|
2023
Q1 | $14M | Buy |
107,289
+7,699
| +8% | +$1M | 1.21% | 20 |
|
|
2022
Q4 | $13.4M | Buy |
99,590
+1,750
| +2% | +$235K | 1.27% | 19 |
|
|
2022
Q3 | $10.2M | Sell |
97,840
-11,380
| -10% | -$1.19M | 1.12% | 20 |
|
|
2022
Q2 | $12.3M | Buy |
109,220
+1,310
| +1% | +$148K | 1.12% | 18 |
|
|
2022
Q1 | $14.7M | Sell |
107,910
-10,480
| -9% | -$1.43M | 1.01% | 22 |
|
|
2021
Q4 | $18.8M | Sell |
118,390
-370
| -0.3% | -$58.6K | 1.24% | 18 |
|
|
2021
Q3 | $19.4M | Buy |
118,760
+300
| +0.3% | +$49.1K | 1.44% | 15 |
|
|
2021
Q2 | $18.4M | Sell |
118,460
-10,840
| -8% | -$1.69M | 1.22% | 21 |
|
|
2021
Q1 | $19.7M | Buy |
+129,300
| New | +$19.7M | 2.77% | 9 |
|