FSA
Fort Sheridan Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Sell |
93,188
-656
| -0.7% | -$190K | 3.85% | 5 |
|
|
2025
Q1 | $23M | Sell |
93,844
-2,937
| -3% | -$720K | 3.49% | 6 |
|
|
2024
Q4 | $23.2M | Buy |
96,781
+897
| +0.9% | +$215K | 3.39% | 6 |
|
|
2024
Q3 | $20.2M | Buy |
95,884
+1,394
| +1% | +$294K | 3.07% | 6 |
|
|
2024
Q2 | $19.1M | Buy |
94,490
+9,644
| +11% | +$1.95M | 3.09% | 6 |
|
|
2024
Q1 | $17M | Buy |
84,846
+1,407
| +2% | +$282K | 3.2% | 6 |
|
|
2023
Q4 | $14.2M | Buy |
83,439
+2,701
| +3% | +$459K | 2.83% | 6 |
|
|
2023
Q3 | $11.7M | Buy |
80,738
+3,976
| +5% | +$577K | 2.66% | 6 |
|
|
2023
Q2 | $11.2M | Buy |
76,762
+768
| +1% | +$112K | 2.55% | 7 |
|
|
2023
Q1 | $9.9M | Buy |
75,994
+10,938
| +17% | +$1.43M | 2.51% | 7 |
|
|
2022
Q4 | $8.72M | Buy |
65,056
+78
| +0.1% | +$10.5K | 2.84% | 7 |
|
|
2022
Q3 | $6.79M | Buy |
64,978
+5,784
| +10% | +$604K | 2.29% | 9 |
|
|
2022
Q2 | $6.67M | Buy |
59,194
+4,569
| +8% | +$515K | 2.17% | 9 |
|
|
2022
Q1 | $7.45M | Sell |
54,625
-320
| -0.6% | -$43.6K | 2.18% | 10 |
|
|
2021
Q4 | $8.7M | Sell |
54,945
-75
| -0.1% | -$11.9K | 2.51% | 7 |
|
|
2021
Q3 | $9.01M | Buy |
55,020
+1,516
| +3% | +$248K | 2.95% | 6 |
|
|
2021
Q2 | $8.32M | Buy |
53,504
+7,537
| +16% | +$1.17M | 2.78% | 6 |
|
|
2021
Q1 | $7M | Buy |
45,967
+2,217
| +5% | +$337K | 2.78% | 7 |
|
|
2020
Q4 | $5.56M | Buy |
43,750
+2,228
| +5% | +$283K | 2.71% | 9 |
|
|
2020
Q3 | $4M | Buy |
41,522
+1,691
| +4% | +$163K | 2.37% | 9 |
|
|
2020
Q2 | $3.75M | Buy |
39,831
+379
| +1% | +$35.6K | 2.3% | 11 |
|
|
2020
Q1 | $3.55M | Buy |
39,452
+2,172
| +6% | +$196K | 2.62% | 8 |
|
|
2019
Q4 | $5.2M | Buy |
37,280
+1,122
| +3% | +$156K | 2.79% | 8 |
|
|
2019
Q3 | $4.26M | Sell |
36,158
-950
| -3% | -$112K | 2.38% | 9 |
|
|
2019
Q2 | $4.15M | Buy |
37,108
+3,636
| +11% | +$407K | 2.4% | 9 |
|
|
2019
Q1 | $3.39M | Buy |
33,472
+2,350
| +8% | +$238K | 2.22% | 9 |
|
|
2018
Q4 | $3.04M | Buy |
+31,122
| New | +$3.04M | 2.15% | 10 |
|