SIA
Schechter Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.88M | Sell |
36,181
-6,171
| -15% | -$1.51M | 0.73% | 25 |
|
|
2024
Q4 | $10.2M | Sell |
42,352
-2,164
| -5% | -$519K | 0.78% | 24 |
|
|
2024
Q3 | $9.39M | Sell |
44,516
-571
| -1% | -$120K | 0.69% | 29 |
|
|
2024
Q2 | $9.12M | Sell |
45,087
-388
| -0.9% | -$78.5K | 0.69% | 31 |
|
|
2024
Q1 | $9.11M | Sell |
45,475
-62
| -0.1% | -$12.4K | 0.68% | 31 |
|
|
2023
Q4 | $7.75M | Buy |
45,537
+26
| +0.1% | +$4.42K | 0.67% | 32 |
|
|
2023
Q3 | $6.6M | Buy |
45,511
+654
| +1% | +$94.8K | 0.64% | 29 |
|
|
2023
Q2 | $6.52M | Buy |
44,857
+763
| +2% | +$111K | 0.59% | 30 |
|
|
2023
Q1 | $5.75M | Buy |
44,094
+524
| +1% | +$68.3K | 0.53% | 32 |
|
|
2022
Q4 | $5.84M | Buy |
43,570
+1,215
| +3% | +$163K | 0.53% | 24 |
|
|
2022
Q3 | $4.43M | Buy |
42,355
+3,700
| +10% | +$387K | 0.44% | 27 |
|
|
2022
Q2 | $4.35M | Buy |
38,655
+4,146
| +12% | +$467K | 0.42% | 31 |
|
|
2022
Q1 | $4.7M | Sell |
34,509
-6,199
| -15% | -$845K | 0.44% | 32 |
|
|
2021
Q4 | $6.45M | Buy |
+40,708
| New | +$6.45M | 0.58% | 21 |
|