JSA
Jacobson & Schmitt Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
+2,015
| New | +$584K | 0.1% | 52 |
|
|
2025
Q1 | – | Sell |
-2,015
| Closed | -$483K | – | 63 |
|
|
2024
Q4 | $483K | Hold |
2,015
| – | – | 0.09% | 53 |
|
|
2024
Q3 | $425K | Sell |
2,015
-29
| -1% | -$6.12K | 0.09% | 51 |
|
|
2024
Q2 | $413K | Buy |
+2,044
| New | +$413K | 0.09% | 49 |
|
|
2024
Q1 | – | Sell |
-1,624
| Closed | -$276K | – | 59 |
|
|
2023
Q4 | $276K | Hold |
1,624
| – | – | 0.07% | 58 |
|
|
2023
Q3 | $236K | Hold |
1,624
| – | – | 0.07% | 59 |
|
|
2023
Q2 | $236K | Hold |
1,624
| – | – | 0.07% | 59 |
|
|
2023
Q1 | $212K | Buy |
+1,624
| New | +$212K | 0.06% | 62 |
|
|
2022
Q3 | – | Sell |
-1,889
| Closed | -$213K | – | 55 |
|
|
2022
Q2 | $213K | Sell |
1,889
-434
| -19% | -$48.9K | 0.07% | 52 |
|
|
2022
Q1 | $317K | Hold |
2,323
| – | – | 0.08% | 45 |
|
|
2021
Q4 | $368K | Buy |
2,323
+800
| +53% | +$127K | 0.09% | 42 |
|
|
2021
Q3 | $249K | Sell |
1,523
-41
| -3% | -$6.7K | 0.07% | 42 |
|
|
2021
Q2 | $243K | Buy |
1,564
+195
| +14% | +$30.3K | 0.07% | 42 |
|
|
2021
Q1 | $208K | Buy |
+1,369
| New | +$208K | 0.07% | 42 |
|
|
2018
Q3 | – | Sell |
-3,409
| Closed | -$355K | – | 45 |
|
|
2018
Q2 | $355K | Hold |
3,409
| – | – | 0.24% | 38 |
|
|
2018
Q1 | $375K | Buy |
3,409
+434
| +15% | +$47.7K | 0.25% | 36 |
|
|
2017
Q4 | $318K | Buy |
2,975
+194
| +7% | +$20.7K | 0.21% | 38 |
|
|
2017
Q3 | $266K | Hold |
2,781
| – | – | 0.18% | 42 |
|
|
2017
Q2 | $254K | Hold |
2,781
| – | – | 0.17% | 42 |
|
|
2017
Q1 | $244K | Buy |
+2,781
| New | +$244K | 0.17% | 43 |
|