JP Morgan Chase’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-121,239
| Closed | -$702K | – | 7881 |
|
|
2025
Q4 | $702K | Sell |
121,239
-211,606
| -64% | -$1.33M | ﹤0.01% | 4830 |
|
|
2025
Q3 | $2.54M | Sell |
332,845
-281,693
| -46% | -$2.23M | ﹤0.01% | 3895 |
|
|
2025
Q2 | $4.33M | Buy |
614,538
+122,897
| +25% | +$602K | ﹤0.01% | 3284 |
|
|
2025
Q1 | $2.26M | Buy |
491,641
+219,181
| +80% | +$1.11M | ﹤0.01% | 3788 |
|
|
2024
Q4 | $1.71M | Buy |
272,460
+215,764
| +381% | +$1.66M | ﹤0.01% | 4267 |
|
|
2024
Q3 | $634K | Buy |
56,696
+42,379
| +296% | +$605K | ﹤0.01% | 4755 |
|
|
2024
Q2 | $229K | Sell |
14,317
-14,690
| -51% | -$235K | ﹤0.01% | 5099 |
|
|
2024
Q1 | $535K | Buy |
29,007
+10,455
| +56% | +$186K | ﹤0.01% | 4746 |
|
|
2023
Q4 | $363K | Buy |
18,552
+20
| +0.1% | +$347 | ﹤0.01% | 4991 |
|
|
2023
Q3 | $372K | Sell |
18,532
-2,636
| -12% | -$53.5K | ﹤0.01% | 4657 |
|
|
2023
Q2 | $399K | Sell |
21,168
-60
| -0.3% | -$1.05K | ﹤0.01% | 4631 |
|
|
2023
Q1 | $397K | Buy |
21,228
+5,699
| +37% | +$122K | ﹤0.01% | 4640 |
|
|
2022
Q4 | $335K | Buy |
15,529
+914
| +6% | +$19.6K | ﹤0.01% | 4761 |
|
|
2022
Q3 | $248K | Buy |
14,615
+414
| +3% | +$7.78K | ﹤0.01% | 4849 |
|
|
2022
Q2 | $243K | Buy |
14,201
+1,822
| +15% | +$34.6K | ﹤0.01% | 4972 |
|
|
2022
Q1 | $257K | Sell |
12,379
-29,672
| -71% | -$546K | ﹤0.01% | 5058 |
|
|
2021
Q4 | $830K | Buy |
42,051
+22,854
| +119% | +$483K | ﹤0.01% | 4519 |
|
|
2021
Q3 | $391K | Sell |
19,197
-19,877
| -51% | -$492K | ﹤0.01% | 4865 |
|
|
2021
Q2 | $1.15M | Buy |
39,074
+2,910
| +8% | +$92.1K | ﹤0.01% | 4191 |
|
|
2021
Q1 | $1.15M | Buy |
36,164
+11,070
| +44% | +$350K | ﹤0.01% | 4117 |
|
|
2020
Q4 | $759K | Buy |
25,094
+15,027
| +149% | +$389K | ﹤0.01% | 4124 |
|
|
2020
Q3 | $184K | Sell |
10,067
-393,503
| -98% | -$8.03M | ﹤0.01% | 4402 |
|
|
2020
Q2 | $8.34M | Sell |
403,570
-38,964
| -9% | -$730K | ﹤0.01% | 2043 |
|
|
2020
Q1 | $7.41M | Sell |
442,534
-20,725
| -4% | -$514K | ﹤0.01% | 1970 |
|
|
2019
Q4 | $13.6M | Sell |
463,259
-100,699
| -18% | -$3.1M | ﹤0.01% | 1866 |
|
|
2019
Q3 | $17.5M | Buy |
563,958
+14,828
| +3% | +$465K | ﹤0.01% | 1696 |
|
|
2019
Q2 | $17.8M | Sell |
549,130
-27,061
| -5% | -$801K | ﹤0.01% | 1652 |
|
|
2019
Q1 | $16.6M | Sell |
576,191
-63,540
| -10% | -$1.74M | ﹤0.01% | 1665 |
|
|
2018
Q4 | $15.8M | Sell |
639,731
-171,384
| -21% | -$4.36M | ﹤0.01% | 1658 |
|
|
2018
Q3 | $24.1M | Sell |
811,115
-21,870
| -3% | -$693K | 0.01% | 1517 |
|
|
2018
Q2 | $29.3M | Sell |
832,985
-45,704
| -5% | -$1.39M | 0.01% | 1313 |
|
|
2018
Q1 | $24.3M | Sell |
878,689
-60,023
| -6% | -$1.47M | 0.01% | 1379 |
|
|
2017
Q4 | $21.5M | Sell |
938,712
-37,903
| -4% | -$847K | ﹤0.01% | 1516 |
|
|
2017
Q3 | $19.1M | Sell |
976,615
-77,997
| -7% | -$1.29M | ﹤0.01% | 1526 |
|
|
2017
Q2 | $16.3M | Buy |
1,054,612
+42,020
| +4% | +$704K | ﹤0.01% | 1604 |
|
|
2017
Q1 | $18.4M | Sell |
1,012,592
-3,302
| -0.3% | -$58.1K | ﹤0.01% | 1529 |
|
|
2016
Q4 | $18M | Buy |
1,015,894
+71,469
| +8% | +$1.21M | ﹤0.01% | 1525 |
|
|
2016
Q3 | $17.4M | Buy |
944,425
+16,958
| +2% | +$292K | ﹤0.01% | 1460 |
|
|
2016
Q2 | $13.9M | Sell |
927,467
-3,555
| -0.4% | -$53.7K | ﹤0.01% | 1647 |
|
|
2016
Q1 | $13.6M | Sell |
931,022
-65,496
| -7% | -$824K | ﹤0.01% | 1598 |
|
|
2015
Q4 | $14.7M | Sell |
996,518
-7,707
| -0.8% | -$104K | ﹤0.01% | 1552 |
|
|
2015
Q3 | $12.4M | Sell |
1,004,225
-137,158
| -12% | -$1.63M | ﹤0.01% | 1597 |
|
|
2015
Q2 | $13.4M | Sell |
1,141,383
-40,631
| -3% | -$491K | ﹤0.01% | 1702 |
|
|
2015
Q1 | $13.3M | Sell |
1,182,014
-246,400
| -17% | -$2.96M | ﹤0.01% | 1705 |
|
|
2014
Q4 | $18.4M | Sell |
1,428,414
-43,675
| -3% | -$511K | ﹤0.01% | 1540 |
|
|
2014
Q3 | $16.6M | Sell |
1,472,089
-36,735
| -2% | -$428K | ﹤0.01% | 1572 |
|
|
2014
Q2 | $16.2M | Sell |
1,508,824
-65,701
| -4% | -$689K | ﹤0.01% | 1461 |
|
|
2014
Q1 | $17.7M | Buy |
1,574,525
+139,994
| +10% | +$1.57M | 0.01% | 1395 |
|
|
2013
Q4 | $18.3M | Buy |
1,434,531
+29,061
| +2% | +$361K | 0.01% | 1381 |
|
|
2013
Q3 | $15.2M | Buy |
1,405,470
+1,130,399
| +411% | +$14M | ﹤0.01% | 1484 |
|
|
2013
Q2 | $3.2M | Buy |
+275,071
| New | +$2.55M | ﹤0.01% | 2450 |
|
Other funds holding SRI
2L
VCM
EMCIP
ACA
ACH
ER