Sander Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
925
| – | – | 0.12% | 12 |
|
|
2025
Q1 | $227K | Hold |
925
| – | – | 0.12% | 15 |
|
|
2024
Q4 | $222K | Hold |
925
| – | – | 0.1% | 14 |
|
|
2024
Q3 | $195K | Buy |
925
+120
| +15% | +$25.3K | 0.09% | 14 |
|
|
2024
Q2 | $163K | Buy |
805
+5
| +0.6% | +$1.01K | 0.07% | 15 |
|
|
2024
Q1 | $160K | Buy |
800
+20
| +3% | +$4K | 0.08% | 15 |
|
|
2023
Q4 | $133K | Sell |
780
-150
| -16% | -$25.6K | 0.07% | 14 |
|
|
2023
Q3 | $135K | Sell |
930
-125
| -12% | -$18.1K | 0.08% | 16 |
|
|
2023
Q2 | $154K | Hold |
1,055
| – | – | 0.08% | 18 |
|
|
2023
Q1 | $138K | Buy |
1,055
+705
| +201% | +$92.2K | 0.08% | 15 |
|
|
2022
Q4 | $47 | Hold |
350
| – | – | 0.03% | 13 |
|
|
2022
Q3 | $37K | Buy |
+350
| New | +$37K | 0.02% | 15 |
|