SIA
Schear Investment Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
13,368
-17
| -0.1% | -$4.93K | 1.92% | 13 |
|
|
2025
Q1 | $3.28M | Buy |
13,385
+525
| +4% | +$129K | 1.89% | 14 |
|
|
2024
Q4 | $3.08M | Buy |
12,860
+716
| +6% | +$172K | 1.64% | 14 |
|
|
2024
Q3 | $2.56M | Buy |
12,144
+1,880
| +18% | +$396K | 1.58% | 17 |
|
|
2024
Q2 | $2.08M | Buy |
10,264
+851
| +9% | +$172K | 1.5% | 17 |
|
|
2024
Q1 | $1.89M | Buy |
9,413
+2,184
| +30% | +$437K | 1.51% | 19 |
|
|
2023
Q4 | $1.23M | Buy |
7,229
+43
| +0.6% | +$7.31K | 1.19% | 26 |
|
|
2023
Q3 | $1.04M | Sell |
7,186
-331
| -4% | -$48K | 1.12% | 30 |
|
|
2023
Q2 | $1.09M | Buy |
7,517
+2,572
| +52% | +$374K | 1.16% | 31 |
|
|
2023
Q1 | $644K | Sell |
4,945
-17
| -0.3% | -$2.22K | 0.77% | 49 |
|
|
2022
Q4 | $665K | Buy |
+4,962
| New | +$665K | 0.82% | 42 |
|