Private Capital Advisors’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 | $464K | Hold |
1,600
| – | – | 0.06% | 54 |
|
|
2025
Q1 | $392K | Hold |
1,600
| – | – | 0.05% | 53 |
|
|
2024
Q4 | $384K | Hold |
1,600
| – | – | 0.05% | 56 |
|
|
2024
Q3 | $337K | Hold |
1,600
| – | – | 0.04% | 59 |
|
|
2024
Q2 | $324K | Hold |
1,600
| – | – | 0.04% | 65 |
|
|
2024
Q1 | $320K | Hold |
1,600
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $272K | Hold |
1,600
| – | – | 0.04% | 64 |
|
|
2023
Q3 | $222K | Buy |
+1,600
| New | +$222K | 0.03% | 79 |
|
|
2020
Q4 | – | Sell |
-64,937
| Closed | -$6.25M | – | 106 |
|
|
2020
Q3 | $6.25M | Sell |
64,937
-455
| -0.7% | -$43.8K | 1.45% | 30 |
|
|
2020
Q2 | $6.15M | Buy |
65,392
+3,302
| +5% | +$311K | 1.59% | 25 |
|
|
2020
Q1 | $5.59M | Sell |
62,090
-5,735
| -8% | -$516K | 1.77% | 22 |
|
|
2019
Q4 | $9.46M | Sell |
67,825
-625
| -0.9% | -$87.1K | 2.32% | 16 |
|
|
2019
Q3 | $8.06M | Sell |
68,450
-2,600
| -4% | -$306K | 2.24% | 17 |
|
|
2019
Q2 | $7.94M | Buy |
+71,050
| New | +$7.94M | 2.25% | 17 |
|
|
2017
Q3 | – | Sell |
-4,632
| Closed | -$423K | – | 114 |
|
|
2017
Q2 | $423K | Buy |
4,632
+500
| +12% | +$45.7K | 0.14% | 100 |
|
|
2017
Q1 | $363K | Sell |
4,132
-37,350
| -90% | -$3.28M | 0.12% | 97 |
|
|
2016
Q4 | $3.58M | Sell |
41,482
-50
| -0.1% | -$4.31K | 1.23% | 31 |
|
|
2016
Q3 | $2.77M | Buy |
41,532
+336
| +0.8% | +$22.4K | 0.99% | 34 |
|
|
2016
Q2 | $2.56M | Sell |
41,196
-580
| -1% | -$36K | 0.97% | 38 |
|
|
2016
Q1 | $2.47M | Buy |
+41,776
| New | +$2.47M | 1.1% | 32 |
|
|
2014
Q1 | – | Sell |
-3,558
| Closed | -$208K | – | 107 |
|
|
2013
Q4 | $208K | Buy |
+3,558
| New | +$208K | 0.07% | 103 |
|