SAM
Satovsky Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
1,169
+23
| +2% | +$6.67K | 0.07% | 37 |
|
|
2025
Q1 | $286K | Buy |
1,146
+10
| +0.9% | +$2.49K | 0.06% | 42 |
|
|
2024
Q4 | $278K | Sell |
1,136
-286
| -20% | -$70K | 0.06% | 38 |
|
|
2024
Q3 | $300K | Buy |
1,422
+260
| +22% | +$54.8K | 0.07% | 35 |
|
|
2024
Q2 | $235K | Buy |
1,162
+5
| +0.4% | +$1.01K | 0.06% | 41 |
|
|
2024
Q1 | $213K | Sell |
1,157
-42
| -4% | -$7.74K | 0.06% | 45 |
|
|
2023
Q4 | $204K | Buy |
+1,199
| New | +$204K | 0.06% | 47 |
|