JP Morgan Chase’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8M | Sell |
194,690
-51,224
| -21% | -$4.5M | ﹤0.01% | 2178 |
|
|
2025
Q4 | $20.3M | Sell |
245,914
-108,060
| -31% | -$9.21M | ﹤0.01% | 2055 |
|
|
2025
Q3 | $28.9M | Buy |
353,974
+1,597
| +0.5% | +$121K | ﹤0.01% | 1796 |
|
|
2025
Q2 | $25.7M | Sell |
352,377
-23,824
| -6% | -$1.78M | ﹤0.01% | 1771 |
|
|
2025
Q1 | $29.4M | Sell |
376,201
-52,500
| -12% | -$3.84M | ﹤0.01% | 1623 |
|
|
2024
Q4 | $29.1M | Buy |
428,701
+138,971
| +48% | +$9.31M | ﹤0.01% | 1693 |
|
|
2024
Q3 | $19.5M | Buy |
289,730
+44,506
| +18% | +$2.89M | ﹤0.01% | 2012 |
|
|
2024
Q2 | $14.9M | Sell |
245,224
-58,141
| -19% | -$3.51M | ﹤0.01% | 2110 |
|
|
2024
Q1 | $18.6M | Buy |
303,365
+12,370
| +4% | +$740K | ﹤0.01% | 1937 |
|
|
2023
Q4 | $18.1M | Buy |
290,995
+3,199
| +1% | +$191K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $16.3M | Sell |
287,796
-29,691
| -9% | -$1.8M | ﹤0.01% | 1851 |
|
|
2023
Q2 | $20.1M | Sell |
317,487
-24,998
| -7% | -$1.68M | ﹤0.01% | 1694 |
|
|
2023
Q1 | $24M | Buy |
342,485
+23,566
| +7% | +$1.67M | ﹤0.01% | 1533 |
|
|
2022
Q4 | $22M | Buy |
318,919
+1,679
| +0.5% | +$114K | ﹤0.01% | 1604 |
|
|
2022
Q3 | $19.8M | Sell |
317,240
-6,519
| -2% | -$466K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $24.1M | Buy |
323,759
+100,098
| +45% | +$7.53M | ﹤0.01% | 1474 |
|
|
2022
Q1 | $16M | Sell |
223,661
-187,768
| -46% | -$12.4M | ﹤0.01% | 1951 |
|
|
2021
Q4 | $26.8M | Sell |
411,429
-43,496
| -10% | -$2.75M | ﹤0.01% | 1580 |
|
|
2021
Q3 | $27.8M | Sell |
454,925
-37,918
| -8% | -$2.6M | ﹤0.01% | 1522 |
|
|
2021
Q2 | $35.6M | Buy |
492,843
+73,442
| +18% | +$5.47M | ﹤0.01% | 1396 |
|
|
2021
Q1 | $31M | Buy |
419,401
+17,718
| +4% | +$1.18M | ﹤0.01% | 1423 |
|
|
2020
Q4 | $25.7M | Sell |
401,683
-1,556
| -0.4% | -$94.8K | ﹤0.01% | 1437 |
|
|
2020
Q3 | $21.3M | Buy |
403,239
+208
| +0.1% | +$12.4K | ﹤0.01% | 1456 |
|
|
2020
Q2 | $26.5M | Buy |
403,031
+52,347
| +15% | +$3.73M | 0.01% | 1200 |
|
|
2020
Q1 | $26.1M | Buy |
350,684
+94,254
| +37% | +$7.55M | 0.01% | 1093 |
|
|
2019
Q4 | $21.4M | Buy |
256,430
+19,194
| +8% | +$1.57M | ﹤0.01% | 1537 |
|
|
2019
Q3 | $20.7M | Sell |
237,236
-630
| -0.3% | -$53.1K | ﹤0.01% | 1554 |
|
|
2019
Q2 | $19.9M | Sell |
237,866
-7,248
| -3% | -$607K | ﹤0.01% | 1568 |
|
|
2019
Q1 | $20.2M | Buy |
245,114
+22,068
| +10% | +$1.72M | ﹤0.01% | 1530 |
|
|
2018
Q4 | $16.5M | Buy |
223,046
+28,546
| +15% | +$2.16M | ﹤0.01% | 1619 |
|
|
2018
Q3 | $14.3M | Sell |
194,500
-19,275
| -9% | -$1.43M | ﹤0.01% | 1903 |
|
|
2018
Q2 | $15.1M | Sell |
213,775
-123,213
| -37% | -$8.69M | ﹤0.01% | 1814 |
|
|
2018
Q1 | $24.4M | Sell |
336,988
-97,658
| -22% | -$6.65M | 0.01% | 1377 |
|
|
2017
Q4 | $32.7M | Buy |
434,646
+16,518
| +4% | +$1.28M | 0.01% | 1225 |
|
|
2017
Q3 | $31.5M | Sell |
418,128
-16,383
| -4% | -$1.22M | 0.01% | 1205 |
|
|
2017
Q2 | $30.3M | Sell |
434,511
-161,485
| -27% | -$11.3M | 0.01% | 1182 |
|
|
2017
Q1 | $40.2M | Sell |
595,996
-30,597
| -5% | -$1.99M | 0.01% | 1046 |
|
|
2016
Q4 | $40.4M | Buy |
626,593
+176,963
| +39% | +$11.1M | 0.01% | 1020 |
|
|
2016
Q3 | $28.7M | Buy |
449,630
+15,393
| +4% | +$1.03M | 0.01% | 1141 |
|
|
2016
Q2 | $30.8M | Buy |
434,237
+15,294
| +4% | +$1.01M | 0.01% | 1105 |
|
|
2016
Q1 | $28.4M | Sell |
418,943
-32,620
| -7% | -$2.08M | 0.01% | 1107 |
|
|
2015
Q4 | $26.8M | Buy |
451,563
+2,870
| +0.6% | +$165K | 0.01% | 1142 |
|
|
2015
Q3 | $24.5M | Sell |
448,693
-128,983
| -22% | -$6.86M | 0.01% | 1143 |
|
|
2015
Q2 | $30.1M | Buy |
577,676
+12,200
| +2% | +$637K | 0.01% | 1161 |
|
|
2015
Q1 | $29M | Buy |
565,476
+712
| +0.1% | +$37.4K | 0.01% | 1196 |
|
|
2014
Q4 | $30M | Sell |
564,764
-44,305
| -7% | -$2.23M | 0.01% | 1222 |
|
|
2014
Q3 | $28.3M | Buy |
609,069
+2,195
| +0.4% | +$105K | 0.01% | 1229 |
|
|
2014
Q2 | $29.5M | Buy |
606,874
+12,890
| +2% | +$603K | 0.01% | 1114 |
|
|
2014
Q1 | $28M | Buy |
593,984
+17,529
| +3% | +$796K | 0.01% | 1137 |
|
|
2013
Q4 | $26.3M | Sell |
576,455
-2,783
| -0.5% | -$128K | 0.01% | 1171 |
|
|
2013
Q3 | $26.1M | Buy |
579,238
+21,443
| +4% | +$969K | 0.01% | 1152 |
|
|
2013
Q2 | $25.5M | Buy |
+557,795
| New | +$25.4M | 0.01% | 1098 |
|
Other funds holding SR
VPM
VCM
