Quad-Cities Investment 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 | $343K | Sell |
1,185
-11
| -0.9% | -$3.19K | 0.16% | 125 |
|
|
2025
Q1 | $293K | Sell |
1,196
-19
| -2% | -$4.66K | 0.14% | 134 |
|
|
2024
Q4 | $291K | Buy |
1,215
+1
| +0.1% | +$240 | 0.14% | 137 |
|
|
2024
Q3 | $256K | Sell |
1,214
-165
| -12% | -$34.8K | 0.13% | 147 |
|
|
2024
Q2 | $279K | Buy |
1,379
+1
| +0.1% | +$202 | 0.15% | 135 |
|
|
2024
Q1 | $276K | Sell |
1,378
-106
| -7% | -$21.2K | 0.16% | 134 |
|
|
2023
Q4 | $255K | Buy |
1,484
+21
| +1% | +$3.61K | 0.16% | 139 |
|
|
2023
Q3 | $212K | Buy |
1,463
+29
| +2% | +$4.2K | 0.14% | 156 |
|
|
2023
Q2 | $209K | Buy |
+1,434
| New | +$209K | 0.14% | 161 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$201K | – | 177 |
|
|
2022
Q4 | $201K | Buy |
+1,500
| New | +$201K | 0.15% | 157 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$118K | – | 447 |
|
|
2019
Q3 | $118K | Sell |
1,000
-199
| -17% | -$23.5K | 0.1% | 200 |
|
|
2019
Q2 | $135K | Buy |
1,199
+186
| +18% | +$20.9K | 0.12% | 183 |
|
|
2019
Q1 | $103K | Buy |
1,013
+1
| +0.1% | +$102 | 0.09% | 217 |
|
|
2018
Q4 | $99K | Buy |
1,012
+4
| +0.4% | +$391 | 0.1% | 203 |
|
|
2018
Q3 | $115K | Sell |
1,008
-172
| -15% | -$19.6K | 0.1% | 200 |
|
|
2018
Q2 | $124K | Buy |
+1,180
| New | +$124K | 0.12% | 183 |
|