CA
Cumberland Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
1,000
-367
| -27% | -$106K | 0.12% | 41 |
|
|
2025
Q1 | $335K | Buy |
1,367
+17
| +1% | +$4.17K | 0.15% | 39 |
|
|
2024
Q4 | $324K | Hold |
1,350
| – | – | 0.13% | 40 |
|
|
2024
Q3 | $285K | Sell |
1,350
-160
| -11% | -$33.7K | 0.11% | 42 |
|
|
2024
Q2 | $305K | Sell |
1,510
-15,180
| -91% | -$3.07M | 0.13% | 45 |
|
|
2024
Q1 | $3.34M | Buy |
16,690
+440
| +3% | +$88.1K | 1.24% | 17 |
|
|
2023
Q4 | $2.76M | Sell |
16,250
-170
| -1% | -$28.9K | 1.19% | 21 |
|
|
2023
Q3 | $2.38M | Sell |
16,420
-340
| -2% | -$49.3K | 1.06% | 24 |
|
|
2023
Q2 | $2.44M | Sell |
16,760
-13,010
| -44% | -$1.89M | 1.11% | 18 |
|
|
2023
Q1 | $3.88M | Buy |
29,770
+70
| +0.2% | +$9.12K | 1.59% | 13 |
|
|
2022
Q4 | $3.98M | Sell |
29,700
-17,915
| -38% | -$2.4M | 1.73% | 14 |
|
|
2022
Q3 | $4.98M | Sell |
47,615
-200
| -0.4% | -$20.9K | 1.98% | 14 |
|
|
2022
Q2 | $5.38M | Sell |
47,815
-4,625
| -9% | -$521K | 1.79% | 15 |
|
|
2022
Q1 | $7.15M | Sell |
52,440
-40
| -0.1% | -$5.45K | 1.66% | 16 |
|
|
2021
Q4 | $8.31M | Buy |
52,480
+2,655
| +5% | +$420K | 1.74% | 16 |
|
|
2021
Q3 | $8.16M | Buy |
49,825
+370
| +0.7% | +$60.6K | 1.89% | 15 |
|
|
2021
Q2 | $7.69M | Buy |
49,455
+8,105
| +20% | +$1.26M | 1.8% | 15 |
|
|
2021
Q1 | $6.3M | Buy |
41,350
+1,860
| +5% | +$283K | 1.56% | 19 |
|
|
2020
Q4 | $5.02M | Buy |
+39,490
| New | +$5.02M | 1.84% | 15 |
|
|
2020
Q1 | – | Sell |
-2,650
| Closed | -$369K | – | 69 |
|
|
2019
Q4 | $369K | Hold |
2,650
| – | – | 0.13% | 58 |
|
|
2019
Q3 | $312K | Hold |
2,650
| – | – | 0.09% | 63 |
|
|
2019
Q2 | $296K | Hold |
2,650
| – | – | 0.1% | 65 |
|
|
2019
Q1 | $268K | Sell |
2,650
-49
| -2% | -$4.96K | 0.09% | 66 |
|
|
2018
Q4 | $263K | Buy |
+2,699
| New | +$263K | 0.09% | 62 |
|