CVA Family Office’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 | $3.33M | Sell |
11,482
-130
| -1% | -$37.7K | 0.47% | 45 |
|
|
2025
Q1 | $2.85M | Buy |
11,612
+405
| +4% | +$99.3K | 0.44% | 50 |
|
|
2024
Q4 | $2.69M | Buy |
11,207
+504
| +5% | +$121K | 0.43% | 52 |
|
|
2024
Q3 | $2.26M | Buy |
10,703
+36
| +0.3% | +$7.59K | 0.37% | 53 |
|
|
2024
Q2 | $2.16M | Buy |
10,667
+114
| +1% | +$23.1K | 0.39% | 46 |
|
|
2024
Q1 | $2.11M | Buy |
10,553
+21
| +0.2% | +$4.21K | 0.38% | 46 |
|
|
2023
Q4 | $1.79M | Buy |
10,532
+46
| +0.4% | +$7.83K | 0.35% | 49 |
|
|
2023
Q3 | $1.52M | Buy |
10,486
+501
| +5% | +$72.7K | 0.35% | 53 |
|
|
2023
Q2 | $1.45M | Buy |
9,985
+468
| +5% | +$68.1K | 0.3% | 58 |
|
|
2023
Q1 | $1.24M | Buy |
9,517
+588
| +7% | +$76.6K | 0.28% | 62 |
|
|
2022
Q4 | $1.2M | Buy |
8,929
+244
| +3% | +$32.7K | 0.29% | 58 |
|
|
2022
Q3 | $908K | Buy |
8,685
+2,112
| +32% | +$221K | 0.25% | 70 |
|
|
2022
Q2 | $740K | Sell |
6,573
-1,041
| -14% | -$117K | 0.2% | 83 |
|
|
2022
Q1 | $1.04M | Sell |
7,614
-374
| -5% | -$51K | 0.25% | 68 |
|
|
2021
Q4 | $1.27M | Buy |
7,988
+5,298
| +197% | +$839K | 0.31% | 51 |
|
|
2021
Q3 | $259K | Sell |
2,690
-5,296
| -66% | -$510K | 0.19% | 77 |
|
|
2021
Q2 | $1.24M | Buy |
7,986
+2,898
| +57% | +$451K | 0.35% | 49 |
|
|
2021
Q1 | $775K | Buy |
5,088
+2,451
| +93% | +$373K | 0.29% | 52 |
|
|
2020
Q4 | $335K | Sell |
2,637
-53
| -2% | -$6.73K | 0.21% | 73 |
|
|
2020
Q3 | $259K | Buy |
2,690
+385
| +17% | +$37.1K | 0.19% | 77 |
|
|
2020
Q2 | $217K | Buy |
2,305
+285
| +14% | +$26.8K | 0.18% | 82 |
|
|
2020
Q1 | $182K | Sell |
2,020
-623
| -24% | -$56.1K | 0.18% | 76 |
|
|
2019
Q4 | $368K | Buy |
+2,643
| New | +$368K | 0.34% | 53 |
|