CIS
Custom Index Systems’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
3,889
-26
| -0.7% | -$7.54K | 0.54% | 46 |
|
|
2025
Q1 | $960K | Sell |
3,915
-100
| -2% | -$24.5K | 0.49% | 51 |
|
|
2024
Q4 | $962K | Sell |
4,015
-84
| -2% | -$20.1K | 0.52% | 53 |
|
|
2024
Q3 | $864K | Sell |
4,099
-101
| -2% | -$21.3K | 0.47% | 66 |
|
|
2024
Q2 | $849K | Buy |
4,200
+762
| +22% | +$154K | 0.49% | 44 |
|
|
2024
Q1 | $689K | Buy |
3,438
+1,076
| +46% | +$216K | 0.39% | 55 |
|
|
2023
Q4 | $402K | Buy |
+2,362
| New | +$402K | 0.25% | 111 |
|