SI
Saxon Interests’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Hold |
13,801
| – | – | 1.58% | 14 |
|
|
2025
Q1 | $3.39M | Buy |
13,801
+3,345
| +32% | +$821K | 1.58% | 14 |
|
|
2024
Q4 | $2.51M | Buy |
10,456
+836
| +9% | +$200K | 1.1% | 23 |
|
|
2024
Q3 | $2.03M | Sell |
9,620
-229
| -2% | -$48.3K | 0.92% | 27 |
|
|
2024
Q2 | $1.99M | Buy |
9,849
+205
| +2% | +$41.5K | 0.95% | 27 |
|
|
2024
Q1 | $1.93M | Sell |
9,644
-159
| -2% | -$31.8K | 0.92% | 30 |
|
|
2023
Q4 | $1.67M | Buy |
+9,803
| New | +$1.67M | 0.83% | 30 |
|
|
2023
Q3 | – | Sell |
-9,129
| Closed | -$1.33M | – | 140 |
|
|
2023
Q2 | $1.33M | Buy |
9,129
+410
| +5% | +$59.6K | 0.71% | 38 |
|
|
2023
Q1 | $1.14M | Sell |
8,719
-2,773
| -24% | -$361K | 0.64% | 44 |
|
|
2022
Q4 | $1.58M | Sell |
11,492
-1,767
| -13% | -$243K | 0.9% | 29 |
|
|
2022
Q3 | $1.46M | Sell |
13,259
-140
| -1% | -$15.5K | 0.89% | 27 |
|
|
2022
Q2 | $1.51M | Buy |
13,399
+147
| +1% | +$16.6K | 0.91% | 28 |
|
|
2022
Q1 | $1.81M | Buy |
13,252
+2,375
| +22% | +$324K | 0.96% | 28 |
|
|
2021
Q4 | $1.82M | Buy |
+10,877
| New | +$1.82M | 1.03% | 26 |
|