CIG
Cullen Investment Group’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30M | Buy |
103,470
+1,776
| +2% | +$515K | 4.24% | 5 |
|
2025
Q1 | $24.9M | Buy |
101,694
+195
| +0.2% | +$47.8K | 3.78% | 5 |
|
2024
Q4 | $24.3M | Buy |
101,499
+313
| +0.3% | +$75K | 3.59% | 5 |
|
2024
Q3 | $21.3M | Buy |
101,186
+319
| +0.3% | +$67.3K | 3.18% | 6 |
|
2024
Q2 | $20.4M | Sell |
100,867
-1,467
| -1% | -$297K | 3.25% | 6 |
|
2024
Q1 | $20.4M | Buy |
102,334
+1,233
| +1% | +$245K | 3.21% | 5 |
|
2023
Q4 | $17.2M | Buy |
+101,101
| New | +$17.2M | 3.01% | 4 |
|