JPMorgan Chase & Co’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
96,521
-22,430
| -19% | -$1.03M | ﹤0.01% | 2792 |
|
|
2025
Q1 | $4.61M | Sell |
118,951
-24,038
| -17% | -$931K | ﹤0.01% | 2730 |
|
|
2024
Q4 | $5.7M | Buy |
142,989
+24,098
| +20% | +$960K | ﹤0.01% | 2659 |
|
|
2024
Q3 | $3.9M | Buy |
118,891
+57,821
| +95% | +$1.9M | ﹤0.01% | 2786 |
|
|
2024
Q2 | $1.64M | Buy |
61,070
+18,702
| +44% | +$502K | ﹤0.01% | 3232 |
|
|
2024
Q1 | $1.15M | Buy |
42,368
+6,680
| +19% | +$181K | ﹤0.01% | 3485 |
|
|
2023
Q4 | $893K | Buy |
35,688
+10,606
| +42% | +$265K | ﹤0.01% | 3596 |
|
|
2023
Q3 | $709K | Sell |
25,082
-123,600
| -83% | -$3.49M | ﹤0.01% | 3582 |
|
|
2023
Q2 | $4.83M | Buy |
148,682
+18,320
| +14% | +$595K | ﹤0.01% | 2516 |
|
|
2023
Q1 | $3.98M | Buy |
130,362
+12,453
| +11% | +$380K | ﹤0.01% | 2590 |
|
|
2022
Q4 | $3.25M | Buy |
117,909
+21,145
| +22% | +$582K | ﹤0.01% | 2660 |
|
|
2022
Q3 | $3.11M | Buy |
96,764
+58,012
| +150% | +$1.87M | ﹤0.01% | 2642 |
|
|
2022
Q2 | $1.54M | Buy |
38,752
+2,548
| +7% | +$101K | ﹤0.01% | 3180 |
|
|
2022
Q1 | $1.93M | Sell |
36,204
-18,056
| -33% | -$964K | ﹤0.01% | 3198 |
|
|
2021
Q4 | $3.5M | Buy |
54,260
+38,637
| +247% | +$2.49M | ﹤0.01% | 2818 |
|
|
2021
Q3 | $696K | Sell |
15,623
-18,200
| -54% | -$811K | ﹤0.01% | 3795 |
|
|
2021
Q2 | $1.25M | Sell |
33,823
-1,629
| -5% | -$60.2K | ﹤0.01% | 3506 |
|
|
2021
Q1 | $1.25M | Buy |
35,452
+4,207
| +13% | +$148K | ﹤0.01% | 3526 |
|
|
2020
Q4 | $978K | Buy |
31,245
+9,371
| +43% | +$293K | ﹤0.01% | 3397 |
|
|
2020
Q3 | $477K | Buy |
21,874
+13,204
| +152% | +$288K | ﹤0.01% | 3406 |
|
|
2020
Q2 | $157K | Sell |
8,670
-24,217
| -74% | -$439K | ﹤0.01% | 3777 |
|
|
2020
Q1 | $531K | Buy |
32,887
+4,225
| +15% | +$68.2K | ﹤0.01% | 3265 |
|
|
2019
Q4 | $734K | Sell |
28,662
-11,716
| -29% | -$300K | ﹤0.01% | 3243 |
|
|
2019
Q3 | $826K | Buy |
40,378
+32,085
| +387% | +$656K | ﹤0.01% | 3143 |
|
|
2019
Q2 | $156K | Sell |
8,293
-2,173
| -21% | -$40.9K | ﹤0.01% | 3854 |
|
|
2019
Q1 | $202K | Buy |
10,466
+3,052
| +41% | +$58.9K | ﹤0.01% | 3759 |
|
|
2018
Q4 | $115K | Buy |
7,414
+710
| +11% | +$11K | ﹤0.01% | 3989 |
|
|
2018
Q3 | $144K | Buy |
6,704
+1,228
| +22% | +$26.4K | ﹤0.01% | 3985 |
|
|
2018
Q2 | $135K | Buy |
5,476
+366
| +7% | +$9.02K | ﹤0.01% | 3980 |
|
|
2018
Q1 | $142K | Sell |
5,110
-2,438
| -32% | -$67.7K | ﹤0.01% | 3825 |
|
|
2017
Q4 | $194K | Buy |
7,548
+5,861
| +347% | +$151K | ﹤0.01% | 3672 |
|
|
2017
Q3 | $44K | Buy |
1,687
+82
| +5% | +$2.14K | ﹤0.01% | 3827 |
|
|
2017
Q2 | $43K | Sell |
1,605
-10,258
| -86% | -$275K | ﹤0.01% | 3769 |
|
|
2017
Q1 | $321K | Sell |
11,863
-19,627
| -62% | -$531K | ﹤0.01% | 3309 |
|
|
2016
Q4 | $902K | Buy |
31,490
+30,481
| +3,021% | +$873K | ﹤0.01% | 3033 |
|
|
2016
Q3 | $24K | Hold |
1,009
| – | – | ﹤0.01% | 3719 |
|
|
2016
Q2 | $24K | Hold |
1,009
| – | – | ﹤0.01% | 3679 |
|
|
2016
Q1 | $22K | Hold |
1,009
| – | – | ﹤0.01% | 3578 |
|
|
2015
Q4 | $24K | Buy |
+1,009
| New | +$24K | ﹤0.01% | 3482 |
|
|
2013
Q4 | – | Sell |
-12,698
| Closed | -$246K | – | 3639 |
|
|
2013
Q3 | $246K | Sell |
12,698
-15,944
| -56% | -$309K | ﹤0.01% | 3598 |
|
|
2013
Q2 | $486K | Buy |
+28,642
| New | +$486K | ﹤0.01% | 3235 |
|