SAM
Sawgrass Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
16,433
-783
| -5% | -$227K | 0.54% | 55 |
|
|
2025
Q1 | $4.22M | Sell |
17,216
-1,119
| -6% | -$274K | 0.52% | 57 |
|
|
2024
Q4 | $4.4M | Sell |
18,335
-755
| -4% | -$181K | 0.48% | 52 |
|
|
2024
Q3 | $4.03M | Sell |
19,090
-352
| -2% | -$74.2K | 0.42% | 54 |
|
|
2024
Q2 | $3.93M | Sell |
19,442
-460
| -2% | -$93K | 0.43% | 58 |
|
|
2024
Q1 | $3.99M | Sell |
19,902
-428
| -2% | -$85.7K | 0.44% | 59 |
|
|
2023
Q4 | $3.46M | Sell |
20,330
-730
| -3% | -$124K | 0.39% | 60 |
|
|
2023
Q3 | $3.05M | Sell |
21,060
-145
| -0.7% | -$21K | 0.37% | 62 |
|
|
2023
Q2 | $3.08M | Buy |
21,205
+2,672
| +14% | +$389K | 0.38% | 54 |
|
|
2023
Q1 | $2.42M | Sell |
18,533
-165
| -0.9% | -$21.5K | 0.31% | 52 |
|
|
2022
Q4 | $2.51M | Sell |
18,698
-3,066
| -14% | -$411K | 0.34% | 52 |
|
|
2022
Q3 | $2.27M | Sell |
21,764
-357
| -2% | -$37.3K | 0.32% | 56 |
|
|
2022
Q2 | $2.49M | Sell |
22,121
-235
| -1% | -$26.5K | 0.32% | 55 |
|
|
2022
Q1 | $3.05M | Buy |
+22,356
| New | +$3.05M | 0.32% | 56 |
|
|
2021
Q4 | – | Sell |
-23,719
| Closed | -$3.88M | – | 245 |
|
|
2021
Q3 | $3.88M | Sell |
23,719
-6,959
| -23% | -$1.14M | 0.39% | 53 |
|
|
2021
Q2 | $4.77M | Sell |
30,678
-85
| -0.3% | -$13.2K | 0.41% | 52 |
|
|
2021
Q1 | $4.68M | Sell |
30,763
-1,043
| -3% | -$159K | 0.38% | 53 |
|
|
2020
Q4 | $4.04M | Sell |
31,806
-140
| -0.4% | -$17.8K | 0.3% | 54 |
|
|
2020
Q3 | $3.08M | Hold |
31,946
| – | – | 0.24% | 55 |
|
|
2020
Q2 | $3.01M | Sell |
31,946
-950
| -3% | -$89.4K | 0.22% | 52 |
|
|
2020
Q1 | $2.96M | Buy |
32,896
+4,955
| +18% | +$446K | 0.27% | 52 |
|
|
2019
Q4 | $3.9M | Sell |
27,941
-7,665
| -22% | -$1.07M | 0.29% | 52 |
|
|
2019
Q3 | $4.19M | Buy |
35,606
+171
| +0.5% | +$20.1K | 0.33% | 50 |
|
|
2019
Q2 | $3.96M | Sell |
35,435
-250
| -0.7% | -$28K | 0.17% | 51 |
|
|
2019
Q1 | $3.61M | Sell |
35,685
-1,815
| -5% | -$184K | 0.16% | 52 |
|
|
2018
Q4 | $3.66M | Sell |
37,500
-350
| -0.9% | -$34.2K | 0.18% | 50 |
|
|
2018
Q3 | $4.27M | Sell |
37,850
-1,485
| -4% | -$168K | 0.18% | 50 |
|
|
2018
Q2 | $4.1M | Sell |
39,335
-1,075
| -3% | -$112K | 0.18% | 53 |
|
|
2018
Q1 | $4.44M | Sell |
40,410
-610
| -1% | -$67.1K | 0.21% | 52 |
|
|
2017
Q4 | $4.39M | Sell |
41,020
-2,150
| -5% | -$230K | 0.2% | 51 |
|
|
2017
Q3 | $4.12M | Sell |
43,170
-265
| -0.6% | -$25.3K | 0.2% | 52 |
|
|
2017
Q2 | $3.97M | Sell |
43,435
-1,045
| -2% | -$95.5K | 0.18% | 50 |
|
|
2017
Q1 | $3.91M | Sell |
44,480
-1,020
| -2% | -$89.6K | 0.18% | 49 |
|
|
2016
Q4 | $3.93M | Sell |
45,500
-325
| -0.7% | -$28K | 0.18% | 50 |
|
|
2016
Q3 | $3.05M | Buy |
45,825
+1,050
| +2% | +$69.9K | 0.14% | 50 |
|
|
2016
Q2 | $2.78M | Sell |
44,775
-635
| -1% | -$39.5K | 0.13% | 49 |
|
|
2016
Q1 | $2.69M | Sell |
45,410
-1,100
| -2% | -$65.1K | 0.12% | 49 |
|
|
2015
Q4 | $3.07M | Sell |
46,510
-275
| -0.6% | -$18.2K | 0.14% | 47 |
|
|
2015
Q3 | $2.85M | Sell |
46,785
-1,850
| -4% | -$113K | 0.14% | 50 |
|
|
2015
Q2 | $3.3M | Buy |
48,635
+1,425
| +3% | +$96.6K | 0.15% | 43 |
|
|
2015
Q1 | $2.86M | Sell |
47,210
-75
| -0.2% | -$4.54K | 0.13% | 48 |
|
|
2014
Q4 | $2.96M | Buy |
47,285
+2,650
| +6% | +$166K | 0.14% | 48 |
|
|
2014
Q3 | $2.69M | Hold |
44,635
| – | – | 0.16% | 48 |
|
|
2014
Q2 | $2.57M | Sell |
44,635
-510
| -1% | -$29.4K | 0.15% | 48 |
|
|
2014
Q1 | $2.74M | Hold |
45,145
| – | – | 0.17% | 46 |
|
|
2013
Q4 | $2.64M | Sell |
45,145
-2,665
| -6% | -$156K | 0.16% | 48 |
|
|
2013
Q3 | $2.47M | Sell |
47,810
-1,240
| -3% | -$64.1K | 0.17% | 47 |
|
|
2013
Q2 | $2.59M | Buy |
+49,050
| New | +$2.59M | 0.19% | 49 |
|