Curtis Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,800
+2,000
| +111% | +$580K | 0.28% | 47 |
|
|
2025
Q1 | $442K | Hold |
1,800
| – | – | 0.13% | 74 |
|
|
2024
Q4 | $431K | Buy |
1,800
+300
| +20% | +$71.9K | 0.11% | 72 |
|
|
2024
Q3 | $316K | Hold |
1,500
| – | – | 0.09% | 80 |
|
|
2024
Q2 | $303K | Hold |
1,500
| – | – | 0.11% | 75 |
|
|
2024
Q1 | $300K | Hold |
1,500
| – | – | 0.12% | 76 |
|
|
2023
Q4 | $255K | Hold |
1,500
| – | – | 0.12% | 80 |
|
|
2023
Q3 | $218K | Sell |
1,500
-125
| -8% | -$18.1K | 0.07% | 79 |
|
|
2023
Q2 | $236K | Hold |
1,625
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $212K | Sell |
1,625
-204
| -11% | -$26.6K | 0.08% | 86 |
|
|
2022
Q4 | $245K | Buy |
+1,829
| New | +$245K | 0.1% | 76 |
|
|
2022
Q3 | – | Sell |
-2,029
| Closed | -$228K | – | 87 |
|
|
2022
Q2 | $228K | Buy |
2,029
+29
| +1% | +$3.26K | 0.09% | 84 |
|
|
2022
Q1 | $273K | Sell |
2,000
-21
| -1% | -$2.87K | 0.09% | 73 |
|
|
2021
Q4 | $320K | Sell |
2,021
-41
| -2% | -$6.49K | 0.11% | 69 |
|
|
2021
Q3 | $338K | Sell |
2,062
-438
| -18% | -$71.8K | 0.12% | 55 |
|
|
2021
Q2 | $389K | Hold |
2,500
| – | – | 0.17% | 50 |
|
|
2021
Q1 | $381K | Sell |
2,500
-200
| -7% | -$30.5K | 0.17% | 53 |
|
|
2020
Q4 | $343K | Hold |
2,700
| – | – | 0.17% | 49 |
|
|
2020
Q3 | $260K | Hold |
2,700
| – | – | 0.15% | 54 |
|
|
2020
Q2 | $254K | Hold |
2,700
| – | – | 0.18% | 48 |
|
|
2020
Q1 | $243K | Hold |
2,700
| – | – | 0.16% | 45 |
|
|
2019
Q4 | $376K | Buy |
+2,700
| New | +$376K | 0.22% | 41 |
|