JP Morgan Chase’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.24M | Buy |
659,865
+1,909
| +0.3% | +$24.2K | ﹤0.01% | 2857 |
|
|
2025
Q4 | $7.79M | Sell |
657,956
-31,843
| -5% | -$377K | ﹤0.01% | 2924 |
|
|
2025
Q3 | $8.16M | Sell |
689,799
-38,771
| -5% | -$453K | ﹤0.01% | 2904 |
|
|
2025
Q2 | $8.52M | Sell |
728,570
-37,697
| -5% | -$464K | ﹤0.01% | 2692 |
|
|
2025
Q1 | $10.1M | Buy |
766,267
+148,078
| +24% | +$1.85M | ﹤0.01% | 2538 |
|
|
2024
Q4 | $7.13M | Sell |
618,189
-4,384
| -0.7% | -$51.6K | ﹤0.01% | 3027 |
|
|
2024
Q3 | $7.31M | Buy |
622,573
+66,806
| +12% | +$759K | ﹤0.01% | 2900 |
|
|
2024
Q2 | $5.91M | Sell |
555,767
-247,282
| -31% | -$2.66M | ﹤0.01% | 2905 |
|
|
2024
Q1 | $8.05M | Sell |
803,049
-84,089
| -9% | -$936K | ﹤0.01% | 2682 |
|
|
2023
Q4 | $10.2M | Buy |
887,138
+219,333
| +33% | +$2.66M | ﹤0.01% | 2454 |
|
|
2023
Q3 | $8.03M | Buy |
667,805
+47,216
| +8% | +$585K | ﹤0.01% | 2449 |
|
|
2023
Q2 | $8.48M | Buy |
620,589
+25,858
| +4% | +$355K | ﹤0.01% | 2430 |
|
|
2023
Q1 | $7.71M | Sell |
594,731
-47,004
| -7% | -$582K | ﹤0.01% | 2501 |
|
|
2022
Q4 | $7.73M | Buy |
641,735
+639,598
| +29,930% | +$5.91M | ﹤0.01% | 2474 |
|
|
2022
Q3 | $17K | Sell |
2,137
-1,309
| -38% | -$12.3K | ﹤0.01% | 5851 |
|
|
2022
Q2 | $31K | Buy |
3,446
+998
| +41% | +$10.3K | ﹤0.01% | 5794 |
|
|
2022
Q1 | $27K | Sell |
2,448
-3,129
| -56% | -$32.7K | ﹤0.01% | 6008 |
|
|
2021
Q4 | $60K | Buy |
5,577
+477
| +9% | +$5.1K | ﹤0.01% | 5878 |
|
|
2021
Q3 | $52K | Sell |
5,100
-1,453
| -22% | -$15.7K | ﹤0.01% | 5829 |
|
|
2021
Q2 | $73K | Buy |
6,553
+871
| +15% | +$9.51K | ﹤0.01% | 5634 |
|
|
2021
Q1 | $60K | Buy |
5,682
+3,993
| +236% | +$39.6K | ﹤0.01% | 5496 |
|
|
2020
Q4 | $16K | Buy |
1,689
+225
| +15% | +$2.16K | ﹤0.01% | 5337 |
|
|
2020
Q3 | $14K | Buy |
1,464
+752
| +106% | +$7K | ﹤0.01% | 5217 |
|
|
2020
Q2 | $6K | Sell |
712
-589
| -45% | -$4.64K | ﹤0.01% | 5174 |
|
|
2020
Q1 | $10K | Sell |
1,301
-10,336
| -89% | -$90.4K | ﹤0.01% | 5051 |
|
|
2019
Q4 | $110K | Sell |
11,637
-2,861
| -20% | -$26.9K | ﹤0.01% | 4865 |
|
|
2019
Q3 | $137K | Sell |
14,498
-97
| -0.7% | -$929 | ﹤0.01% | 4795 |
|
|
2019
Q2 | $145K | Sell |
14,595
-76
| -0.5% | -$738 | ﹤0.01% | 4786 |
|
|
2019
Q1 | $141K | Buy |
+14,671
| New | +$140K | ﹤0.01% | 4760 |
|
|
2018
Q4 | – | Sell |
-4,960
| Closed | -$48K | – | 5916 |
|
|
2018
Q3 | $48K | Sell |
4,960
-464,887
| -99% | -$4.48M | ﹤0.01% | 5207 |
|
|
2018
Q2 | $4.61M | Sell |
469,847
-50,945
| -10% | -$490K | ﹤0.01% | 2748 |
|
|
2018
Q1 | $4.87M | Buy |
+520,792
| New | +$5.18M | ﹤0.01% | 2597 |
|
|
2017
Q3 | – | Sell |
-210,942
| Closed | -$2.29M | – | 5152 |
|
|
2017
Q2 | $2.29M | Sell |
210,942
-39,629
| -16% | -$392K | ﹤0.01% | 2959 |
|
|
2017
Q1 | $2.31M | Buy |
+250,571
| New | +$2.52M | ﹤0.01% | 2956 |
|
Other funds holding SGU
HP
BP
STA
LC
OCP
JIC
DA
