JPMorgan Chase & Co’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
163,158
+63,926
| +64% | +$1.1M | ﹤0.01% | 3117 |
|
|
2025
Q1 | $1.92M | Sell |
99,232
-63,413
| -39% | -$1.22M | ﹤0.01% | 3287 |
|
|
2024
Q4 | $3.21M | Buy |
162,645
+98,962
| +155% | +$1.95M | ﹤0.01% | 3084 |
|
|
2024
Q3 | $1.21M | Buy |
63,683
+2,500
| +4% | +$47.6K | ﹤0.01% | 3547 |
|
|
2024
Q2 | $1.07M | Buy |
61,183
+2,795
| +5% | +$48.8K | ﹤0.01% | 3470 |
|
|
2024
Q1 | $990K | Buy |
58,388
+19,600
| +51% | +$332K | ﹤0.01% | 3581 |
|
|
2023
Q4 | $672K | Buy |
38,788
+17,125
| +79% | +$297K | ﹤0.01% | 3748 |
|
|
2023
Q3 | $351K | Sell |
21,663
-7,669
| -26% | -$124K | ﹤0.01% | 3914 |
|
|
2023
Q2 | $503K | Sell |
29,332
-63,420
| -68% | -$1.09M | ﹤0.01% | 3770 |
|
|
2023
Q1 | $1.6M | Sell |
92,752
-71,480
| -44% | -$1.23M | ﹤0.01% | 3167 |
|
|
2022
Q4 | $3M | Buy |
164,232
+154,332
| +1,559% | +$2.82M | ﹤0.01% | 2711 |
|
|
2022
Q3 | $186K | Buy |
9,900
+459
| +5% | +$8.62K | ﹤0.01% | 4203 |
|
|
2022
Q2 | $192K | Buy |
9,441
+195
| +2% | +$3.97K | ﹤0.01% | 4344 |
|
|
2022
Q1 | $205K | Buy |
9,246
+2,421
| +35% | +$53.7K | ﹤0.01% | 4434 |
|
|
2021
Q4 | $139K | Hold |
6,825
| – | – | ﹤0.01% | 4700 |
|
|
2021
Q3 | $122K | Sell |
6,825
-1,515
| -18% | -$27.1K | ﹤0.01% | 4626 |
|
|
2021
Q2 | $149K | Sell |
8,340
-34,461
| -81% | -$616K | ﹤0.01% | 4617 |
|
|
2021
Q1 | $742K | Sell |
42,801
-6,159
| -13% | -$107K | ﹤0.01% | 3825 |
|
|
2020
Q4 | $688K | Buy |
48,960
+34,106
| +230% | +$479K | ﹤0.01% | 3581 |
|
|
2020
Q3 | $170K | Sell |
14,854
-1,149
| -7% | -$13.2K | ﹤0.01% | 3804 |
|
|
2020
Q2 | $172K | Sell |
16,003
-27,715
| -63% | -$298K | ﹤0.01% | 3729 |
|
|
2020
Q1 | $538K | Sell |
43,718
-19,190
| -31% | -$236K | ﹤0.01% | 3261 |
|
|
2019
Q4 | $1.03M | Buy |
62,908
+56,914
| +950% | +$932K | ﹤0.01% | 3060 |
|
|
2019
Q3 | $107K | Buy |
5,994
+859
| +17% | +$15.3K | ﹤0.01% | 3970 |
|
|
2019
Q2 | $83K | Buy |
5,135
+1,668
| +48% | +$27K | ﹤0.01% | 4082 |
|
|
2019
Q1 | $55K | Sell |
3,467
-2,265
| -40% | -$35.9K | ﹤0.01% | 4197 |
|
|
2018
Q4 | $81K | Buy |
5,732
+2,328
| +68% | +$32.9K | ﹤0.01% | 4113 |
|
|
2018
Q3 | $57K | Sell |
3,404
-155
| -4% | -$2.6K | ﹤0.01% | 4311 |
|
|
2018
Q2 | $59K | Buy |
3,559
+674
| +23% | +$11.2K | ﹤0.01% | 4249 |
|
|
2018
Q1 | $49K | Sell |
2,885
-202
| -7% | -$3.43K | ﹤0.01% | 4151 |
|
|
2017
Q4 | $53K | Buy |
+3,087
| New | +$53K | ﹤0.01% | 4112 |
|
|
2017
Q2 | – | Sell |
-9,637
| Closed | -$140K | – | 4355 |
|
|
2017
Q1 | $140K | Sell |
9,637
-14,265
| -60% | -$207K | ﹤0.01% | 3612 |
|
|
2016
Q4 | $347K | Buy |
+23,902
| New | +$347K | ﹤0.01% | 3426 |
|
|
2016
Q3 | – | Sell |
-26
| Closed | – | – | 4110 |
|
|
2016
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 4263 |
|
|
2016
Q1 | $0 | Buy |
+26
| New | – | ﹤0.01% | 4160 |
|