SCI
S&CO Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
24,318
-112
| -0.5% | -$32.5K | 0.45% | 53 |
|
|
2025
Q1 | $5.99M | Sell |
24,430
-300
| -1% | -$73.6K | 0.4% | 58 |
|
|
2024
Q4 | $5.93M | Sell |
24,730
-10
| -0% | -$2.4K | 0.4% | 54 |
|
|
2024
Q3 | $5.22M | Sell |
24,740
-259
| -1% | -$54.6K | 0.34% | 65 |
|
|
2024
Q2 | $5.06M | Hold |
24,999
| – | – | 0.35% | 62 |
|
|
2024
Q1 | $5.01M | Hold |
24,999
| – | – | 0.35% | 63 |
|
|
2023
Q4 | $4.25M | Hold |
24,999
| – | – | 0.33% | 67 |
|
|
2023
Q3 | $3.63M | Buy |
24,999
+200
| +0.8% | +$29K | 0.3% | 66 |
|
|
2023
Q2 | $3.61M | Hold |
24,799
| – | – | 0.29% | 67 |
|
|
2023
Q1 | $3.23M | Hold |
24,799
| – | – | 0.27% | 67 |
|
|
2022
Q4 | $3.33M | Hold |
24,799
| – | – | 0.29% | 65 |
|
|
2022
Q3 | $2.59M | Hold |
24,799
| – | – | 0.23% | 74 |
|
|
2022
Q2 | $2.79M | Buy |
24,799
+144
| +0.6% | +$16.2K | 0.23% | 74 |
|
|
2022
Q1 | $3.36M | Hold |
24,655
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $3.9M | Buy |
24,655
+1,000
| +4% | +$158K | 0.28% | 70 |
|
|
2021
Q3 | $3.87M | Hold |
23,655
| – | – | 0.3% | 64 |
|
|
2021
Q2 | $3.68M | Hold |
23,655
| – | – | 0.29% | 69 |
|
|
2021
Q1 | $3.6M | Hold |
23,655
| – | – | 0.3% | 62 |
|
|
2020
Q4 | $3.01M | Hold |
23,655
| – | – | 0.27% | 71 |
|
|
2020
Q3 | $2.28M | Hold |
23,655
| – | – | 0.23% | 79 |
|
|
2020
Q2 | $2.23M | Hold |
23,655
| – | – | 0.24% | 72 |
|
|
2020
Q1 | $2.13M | Hold |
23,655
| – | – | 0.28% | 67 |
|
|
2019
Q4 | $3.3M | Sell |
23,655
-362
| -2% | -$50.5K | 0.34% | 57 |
|
|
2019
Q3 | $2.83M | Buy |
24,017
+105
| +0.4% | +$12.4K | 0.31% | 64 |
|
|
2019
Q2 | $2.67M | Sell |
23,912
-50
| -0.2% | -$5.59K | 0.29% | 66 |
|
|
2019
Q1 | $2.43M | Sell |
23,962
-185
| -0.8% | -$18.7K | 0.27% | 69 |
|
|
2018
Q4 | $2.36M | Sell |
24,147
-430
| -2% | -$42K | 0.3% | 64 |
|
|
2018
Q3 | $2.77M | Sell |
24,577
-2,680
| -10% | -$302K | 0.31% | 62 |
|
|
2018
Q2 | $2.84M | Buy |
27,257
+1,234
| +5% | +$129K | 0.34% | 62 |
|
|
2018
Q1 | $2.86M | Buy |
26,023
+1,212
| +5% | +$133K | 0.36% | 59 |
|
|
2017
Q4 | $2.65M | Sell |
24,811
-210
| -0.8% | -$22.5K | 0.33% | 62 |
|
|
2017
Q3 | $2.39M | Hold |
25,021
| – | – | 0.31% | 67 |
|
|
2017
Q2 | $2.29M | Hold |
25,021
| – | – | 0.3% | 68 |
|
|
2017
Q1 | $2.2M | Buy |
25,021
+2,503
| +11% | +$220K | 0.3% | 67 |
|
|
2016
Q4 | $1.94M | Sell |
22,518
-13,600
| -38% | -$1.17M | 0.28% | 70 |
|
|
2016
Q3 | $2.41M | Sell |
36,118
-794
| -2% | -$52.9K | 0.36% | 60 |
|
|
2016
Q2 | $2.29M | Buy |
36,912
+2,680
| +8% | +$167K | 0.35% | 62 |
|
|
2016
Q1 | $2.03M | Hold |
34,232
| – | – | 0.33% | 63 |
|
|
2015
Q4 | $2.26M | Sell |
34,232
-241
| -0.7% | -$15.9K | 0.38% | 57 |
|
|
2015
Q3 | $2.1M | Sell |
34,473
-200
| -0.6% | -$12.2K | 0.36% | 60 |
|
|
2015
Q2 | $2.35M | Buy |
34,673
+190
| +0.6% | +$12.9K | 0.34% | 57 |
|
|
2015
Q1 | $2.09M | Buy |
34,483
+300
| +0.9% | +$18.2K | 0.3% | 64 |
|
|
2014
Q4 | $2.14M | Sell |
34,183
-546
| -2% | -$34.2K | 0.31% | 62 |
|
|
2014
Q3 | $2.09M | Buy |
34,729
+490
| +1% | +$29.5K | 0.32% | 57 |
|
|
2014
Q2 | $1.97M | Hold |
34,239
| – | – | 0.27% | 63 |
|
|
2014
Q1 | $2.08M | Sell |
34,239
-200
| -0.6% | -$12.1K | 0.31% | 59 |
|
|
2013
Q4 | $2.01M | Sell |
34,439
-3,495
| -9% | -$204K | 0.34% | 56 |
|
|
2013
Q3 | $1.96M | Hold |
37,934
| – | – | 0.34% | 56 |
|
|
2013
Q2 | $2M | Buy |
+37,934
| New | +$2M | 0.3% | 54 |
|