Cynosure 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 | $4.55M | Buy |
15,707
+424
| +3% | +$123K | 0.52% | 27 |
|
|
2025
Q1 | $3.75M | Buy |
15,283
+472
| +3% | +$116K | 0.52% | 27 |
|
|
2024
Q4 | $3.55M | Sell |
14,811
-2,731
| -16% | -$655K | 0.53% | 29 |
|
|
2024
Q3 | $3.7M | Buy |
17,542
+422
| +2% | +$89K | 0.54% | 31 |
|
|
2024
Q2 | $3.46M | Buy |
17,120
+969
| +6% | +$196K | 0.56% | 29 |
|
|
2024
Q1 | $3.24M | Buy |
16,151
+5,702
| +55% | +$1.14M | 0.58% | 27 |
|
|
2023
Q4 | $1.78M | Buy |
10,449
+332
| +3% | +$56.5K | 0.32% | 70 |
|
|
2023
Q3 | $1.47M | Buy |
10,117
+632
| +7% | +$91.7K | 0.45% | 52 |
|
|
2023
Q2 | $1.38M | Buy |
+9,485
| New | +$1.38M | 0.41% | 55 |
|
|
2020
Q2 | – | Sell |
-22,556
| Closed | -$2.03M | – | 39 |
|
|
2020
Q1 | $2.03M | Buy |
22,556
+14,931
| +196% | +$1.34M | 1.45% | 17 |
|
|
2019
Q4 | $1.06M | Hold |
7,625
| – | – | 0.57% | 14 |
|
|
2019
Q3 | $897K | Sell |
7,625
-2,697
| -26% | -$317K | 0.49% | 18 |
|
|
2019
Q2 | $1.15M | Buy |
+10,322
| New | +$1.15M | 0.53% | 17 |
|