Schiavi & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Hold |
1,833
| – | – | 0.18% | 17 |
|
|
2025
Q1 | $450K | Hold |
1,833
| – | – | 0.16% | 17 |
|
|
2024
Q4 | $439K | Sell |
1,833
-2
| -0.1% | -$479 | 0.17% | 16 |
|
|
2024
Q3 | $387K | Buy |
1,835
+2
| +0.1% | +$422 | 0.14% | 20 |
|
|
2024
Q2 | $371K | Sell |
1,833
-14
| -0.8% | -$2.83K | 0.15% | 20 |
|
|
2024
Q1 | $370K | Hold |
1,847
| – | – | 0.15% | 18 |
|
|
2023
Q4 | $314K | Hold |
1,847
| – | – | 0.13% | 21 |
|
|
2023
Q3 | $268K | Hold |
1,847
| – | – | 0.11% | 23 |
|
|
2023
Q2 | $269K | Sell |
1,847
-50
| -3% | -$7.27K | 0.11% | 19 |
|
|
2023
Q1 | $247K | Buy |
+1,897
| New | +$247K | 0.11% | 18 |
|