SHFA
SC&H Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
6,992
-150
| -2% | -$43.5K | 0.35% | 39 |
|
|
2025
Q1 | $1.75M | Hold |
7,142
| – | – | 0.34% | 38 |
|
|
2024
Q4 | $1.71M | Buy |
7,142
+4
| +0.1% | +$959 | 0.35% | 38 |
|
|
2024
Q3 | $1.51M | Sell |
7,138
-337
| -5% | -$71.1K | 0.33% | 47 |
|
|
2024
Q2 | $1.51M | Buy |
7,475
+179
| +2% | +$36.2K | 0.37% | 41 |
|
|
2024
Q1 | $1.46M | Sell |
7,296
-286
| -4% | -$57.3K | 0.38% | 43 |
|
|
2023
Q4 | $1.29M | Sell |
7,582
-25
| -0.3% | -$4.25K | 0.37% | 46 |
|
|
2023
Q3 | $1.1M | Sell |
7,607
-1
| -0% | -$145 | 0.37% | 52 |
|
|
2023
Q2 | $1.11M | Buy |
7,608
+723
| +11% | +$105K | 0.37% | 52 |
|
|
2023
Q1 | $897K | Buy |
6,885
+129
| +2% | +$16.8K | 0.33% | 61 |
|
|
2022
Q4 | $906K | Sell |
6,756
-134
| -2% | -$18K | 0.38% | 56 |
|
|
2022
Q3 | $720K | Sell |
6,890
-830
| -11% | -$86.7K | 0.36% | 59 |
|
|
2022
Q2 | $869K | Sell |
7,720
-713
| -8% | -$80.3K | 0.41% | 53 |
|
|
2022
Q1 | $1.15M | Sell |
8,433
-46
| -0.5% | -$6.27K | 0.55% | 37 |
|
|
2021
Q4 | $1.34M | Buy |
+8,479
| New | +$1.34M | 0.74% | 31 |
|