Schear Investment Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.24M | Buy |
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|
2025
Q2 | $3.88M | Sell |
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|
2025
Q1 | $3.28M | Buy |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $665K | Buy |
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