SIA
Sage Investment Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.98M | Buy |
14,135
+94
| +0.7% | +$19.8K | 3.12% | 9 |
|
|
2024
Q2 | $2.84M | Sell |
14,041
-1,578
| -10% | -$319K | 3.21% | 9 |
|
|
2024
Q1 | $3.13M | Sell |
15,619
-1,773
| -10% | -$355K | 3.59% | 6 |
|
|
2023
Q4 | $2.96M | Sell |
17,392
-718
| -4% | -$122K | 3.59% | 6 |
|
|
2023
Q3 | $2.63M | Sell |
18,110
-44
| -0.2% | -$6.38K | 3.6% | 8 |
|
|
2023
Q2 | $2.64M | Sell |
18,154
-494
| -3% | -$71.8K | 3.53% | 7 |
|
|
2023
Q1 | $2.43M | Sell |
18,648
-448
| -2% | -$58.4K | 3.25% | 9 |
|
|
2022
Q4 | $2.56M | Sell |
19,096
-145
| -0.8% | -$19.4K | 3.65% | 7 |
|
|
2022
Q3 | $2.01M | Buy |
19,241
+208
| +1% | +$21.7K | 3.18% | 8 |
|
|
2022
Q2 | $2.14M | Sell |
19,033
-386
| -2% | -$43.5K | 3.36% | 7 |
|
|
2022
Q1 | $2.65M | Buy |
19,419
+1,338
| +7% | +$182K | 3.51% | 7 |
|
|
2021
Q4 | $2.86M | Buy |
+18,081
| New | +$2.86M | 3.68% | 6 |
|