CI
CX Institutional’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Buy |
25,830
+1,220
| +5% | +$354K | 0.26% | 81 |
|
|
2025
Q1 | $6.04M | Buy |
24,610
+1,073
| +5% | +$263K | 0.23% | 101 |
|
|
2024
Q4 | $5.64M | Buy |
23,537
+2,925
| +14% | +$701K | 0.22% | 103 |
|
|
2024
Q3 | $4.35M | Sell |
20,612
-1,397
| -6% | -$295K | 0.19% | 142 |
|
|
2024
Q2 | $4.45M | Sell |
22,009
-1,480
| -6% | -$299K | 0.21% | 121 |
|
|
2024
Q1 | $4.7M | Sell |
23,489
-16,020
| -41% | -$3.21M | 0.23% | 108 |
|
|
2023
Q4 | $6.72M | Buy |
39,509
+254
| +0.6% | +$43.2K | 0.36% | 77 |
|
|
2023
Q3 | $5.69M | Buy |
39,255
+19,729
| +101% | +$2.86M | 0.31% | 84 |
|
|
2023
Q2 | $2.84M | Buy |
19,526
+1,454
| +8% | +$211K | 0.15% | 191 |
|
|
2023
Q1 | $2.35M | Buy |
18,072
+3,394
| +23% | +$442K | 0.13% | 203 |
|
|
2022
Q4 | $1.97M | Buy |
14,678
+3,239
| +28% | +$434K | 0.12% | 197 |
|
|
2022
Q3 | $1.2M | Sell |
11,439
-21
| -0.2% | -$2.19K | 0.08% | 236 |
|
|
2022
Q2 | $1.29M | Sell |
11,460
-603
| -5% | -$67.9K | 0.1% | 222 |
|
|
2022
Q1 | $1.64M | Buy |
12,063
+426
| +4% | +$58.1K | 0.13% | 178 |
|
|
2021
Q4 | $1.84M | Sell |
11,637
-25
| -0.2% | -$3.96K | 0.15% | 156 |
|
|
2021
Q3 | $1.91M | Sell |
11,662
-392
| -3% | -$64.2K | 0.16% | 152 |
|
|
2021
Q2 | $1.88M | Sell |
12,054
-632
| -5% | -$98.3K | 0.15% | 160 |
|
|
2021
Q1 | $1.93M | Sell |
12,686
-21,051
| -62% | -$3.2M | 0.17% | 155 |
|
|
2020
Q4 | $4.29M | Sell |
33,737
-908
| -3% | -$115K | 0.41% | 63 |
|
|
2020
Q3 | $3.34M | Buy |
34,645
+4,313
| +14% | +$415K | 0.36% | 71 |
|
|
2020
Q2 | $2.85M | Buy |
30,332
+4,225
| +16% | +$397K | 0.37% | 57 |
|
|
2020
Q1 | $2.35M | Buy |
26,107
+16,462
| +171% | +$1.48M | 0.38% | 61 |
|
|
2019
Q4 | $1.35M | Buy |
9,645
+321
| +3% | +$44.8K | 0.23% | 88 |
|
|
2019
Q3 | $1.1M | Sell |
9,324
-11,633
| -56% | -$1.37M | 0.18% | 118 |
|
|
2019
Q2 | $2.34M | Buy |
20,957
+10,568
| +102% | +$1.18M | 0.37% | 66 |
|
|
2019
Q1 | $1.05M | Buy |
10,389
+324
| +3% | +$32.8K | 0.19% | 125 |
|
|
2018
Q4 | $983K | Buy |
10,065
+9,436
| +1,500% | +$922K | 0.21% | 88 |
|
|
2018
Q3 | $71K | Hold |
629
| – | – | 0.02% | 164 |
|
|
2018
Q2 | $66K | Buy |
+629
| New | +$66K | 0.02% | 142 |
|