CAMG
CWA Asset Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
101,311
-56
| -0.1% | -$16.2K | 1.24% | 13 |
|
|
2025
Q1 | $24.9M | Sell |
101,367
-5,779
| -5% | -$1.42M | 1.19% | 13 |
|
|
2024
Q4 | $25.7M | Buy |
107,146
+11,398
| +12% | +$2.73M | 1.3% | 11 |
|
|
2024
Q3 | $20.2M | Buy |
+95,748
| New | +$20.2M | 1.07% | 17 |
|
|
2024
Q1 | $18.8M | Buy |
93,760
+5,134
| +6% | +$1.03M | 1.14% | 16 |
|
|
2023
Q4 | $15.1M | Buy |
88,626
+700
| +0.8% | +$119K | 1.03% | 25 |
|
|
2023
Q3 | $12.8M | Buy |
87,926
+2,092
| +2% | +$303K | 0.94% | 29 |
|
|
2023
Q2 | $12.5M | Buy |
85,834
+7,749
| +10% | +$1.13M | 0.86% | 32 |
|
|
2023
Q1 | $10.2M | Sell |
78,085
-4,477
| -5% | -$583K | 0.76% | 36 |
|
|
2022
Q4 | $11.1M | Buy |
82,562
+4,249
| +5% | +$570K | 0.9% | 28 |
|
|
2022
Q3 | $8.18M | Buy |
78,313
+2,039
| +3% | +$213K | 0.79% | 33 |
|
|
2022
Q2 | $8.59M | Buy |
76,274
+4,115
| +6% | +$463K | 0.8% | 33 |
|
|
2022
Q1 | $9.84M | Sell |
72,159
-7,907
| -10% | -$1.08M | 0.75% | 37 |
|
|
2021
Q4 | $12.7M | Sell |
80,066
-14,022
| -15% | -$2.22M | 0.94% | 27 |
|
|
2021
Q3 | $15.4M | Buy |
94,088
+6,751
| +8% | +$1.11M | 1.22% | 23 |
|
|
2021
Q2 | $13.7M | Buy |
87,337
+7,356
| +9% | +$1.16M | 1.11% | 25 |
|
|
2021
Q1 | $12.2M | Buy |
79,981
+16,213
| +25% | +$2.47M | 1.11% | 26 |
|
|
2020
Q4 | $8.1M | Buy |
63,768
+52,655
| +474% | +$6.69M | 0.85% | 34 |
|
|
2020
Q3 | $1.07M | Sell |
11,113
-1,298
| -10% | -$125K | 0.14% | 99 |
|
|
2020
Q2 | $1.17M | Sell |
12,411
-1,595
| -11% | -$150K | 0.2% | 74 |
|
|
2020
Q1 | $1.26M | Sell |
14,006
-1,947
| -12% | -$175K | 0.24% | 78 |
|
|
2019
Q4 | $2.22M | Buy |
15,953
+1,128
| +8% | +$157K | 0.36% | 72 |
|
|
2019
Q3 | $1.74M | Buy |
14,825
+267
| +2% | +$31.4K | 0.28% | 76 |
|
|
2019
Q2 | $1.63M | Buy |
14,558
+391
| +3% | +$43.7K | 0.28% | 81 |
|
|
2019
Q1 | $1.43M | Sell |
14,167
-3,930
| -22% | -$398K | 0.28% | 83 |
|
|
2018
Q4 | $1.77M | Buy |
18,097
+703
| +4% | +$68.6K | 0.41% | 65 |
|
|
2018
Q3 | $1.96M | Buy |
17,394
+1,808
| +12% | +$204K | 0.43% | 67 |
|
|
2018
Q2 | $1.62M | Buy |
15,586
+2,222
| +17% | +$232K | 0.38% | 74 |
|
|
2018
Q1 | $1.47M | Buy |
13,364
+3,542
| +36% | +$390K | 0.36% | 75 |
|
|
2017
Q4 | $1.05M | Buy |
9,822
+2,124
| +28% | +$227K | 0.28% | 75 |
|
|
2017
Q3 | $735K | Buy |
7,698
+2,985
| +63% | +$285K | 0.21% | 79 |
|
|
2017
Q2 | $431K | Buy |
4,713
+2,201
| +88% | +$201K | 0.14% | 99 |
|
|
2017
Q1 | $221K | Buy |
+2,512
| New | +$221K | 0.08% | 144 |
|
|
2016
Q1 | – | Sell |
-14,477
| Closed | -$956K | – | 109 |
|
|
2015
Q4 | $956K | Buy |
+14,477
| New | +$956K | 1.08% | 26 |
|