SCM
Schnieders Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
60,730
+565
| +0.9% | +$164K | 3.09% | 8 |
|
|
2025
Q1 | $14.8M | Sell |
60,165
-2,183
| -4% | -$535K | 3.15% | 6 |
|
|
2024
Q4 | $14.9M | Sell |
62,348
-4,332
| -6% | -$1.04M | 2.96% | 7 |
|
|
2024
Q3 | $14.1M | Sell |
66,680
-3,987
| -6% | -$841K | 2.68% | 7 |
|
|
2024
Q2 | $14.3M | Sell |
70,667
-5,883
| -8% | -$1.19M | 2.89% | 7 |
|
|
2024
Q1 | $15.3M | Sell |
76,550
-658
| -0.9% | -$132K | 3.16% | 6 |
|
|
2023
Q4 | $13.1M | Sell |
77,208
-7,348
| -9% | -$1.25M | 2.89% | 7 |
|
|
2023
Q3 | $12.3M | Sell |
84,556
-1,877
| -2% | -$272K | 2.75% | 8 |
|
|
2023
Q2 | $12.6M | Sell |
86,433
-925
| -1% | -$135K | 2.63% | 8 |
|
|
2023
Q1 | $11.4M | Buy |
87,358
+767
| +0.9% | +$99.9K | 2.55% | 6 |
|
|
2022
Q4 | $11.6M | Buy |
86,591
+4,231
| +5% | +$567K | 2.66% | 6 |
|
|
2022
Q3 | $8.61M | Buy |
82,360
+18,136
| +28% | +$1.9M | 2.28% | 9 |
|
|
2022
Q2 | $7.23M | Sell |
64,224
-3,132
| -5% | -$353K | 2.16% | 10 |
|
|
2022
Q1 | $9.18M | Buy |
67,356
+820
| +1% | +$112K | 2.19% | 8 |
|
|
2021
Q4 | $10.5M | Buy |
66,536
+1,245
| +2% | +$197K | 2.47% | 8 |
|
|
2021
Q3 | $10.7M | Buy |
65,291
+196
| +0.3% | +$32.1K | 2.88% | 7 |
|
|
2021
Q2 | $10.1M | Buy |
65,095
+6,058
| +10% | +$942K | 2.76% | 7 |
|
|
2021
Q1 | $8.99M | Buy |
59,037
+1,360
| +2% | +$207K | 2.69% | 7 |
|
|
2020
Q4 | $7.33M | Buy |
57,677
+3,184
| +6% | +$405K | 2.41% | 9 |
|
|
2020
Q3 | $5.25M | Buy |
54,493
+1,205
| +2% | +$116K | 1.97% | 12 |
|
|
2020
Q2 | $5.01M | Buy |
53,288
+134
| +0.3% | +$12.6K | 2% | 14 |
|
|
2020
Q1 | $4.79M | Sell |
53,154
-3,676
| -6% | -$331K | 2.3% | 10 |
|
|
2019
Q4 | $7.92M | Buy |
56,830
+762
| +1% | +$106K | 2.88% | 3 |
|
|
2019
Q3 | $6.6M | Sell |
56,068
-915
| -2% | -$108K | 2.66% | 4 |
|
|
2019
Q2 | $6.37M | Buy |
56,983
+3,279
| +6% | +$367K | 2.5% | 6 |
|
|
2019
Q1 | $5.44M | Sell |
53,704
-1,065
| -2% | -$108K | 2.33% | 7 |
|
|
2018
Q4 | $5.35M | Sell |
54,769
-2,745
| -5% | -$268K | 2.62% | 5 |
|
|
2018
Q3 | $6.49M | Sell |
57,514
-2,210
| -4% | -$249K | 2.66% | 5 |
|
|
2018
Q2 | $6.22M | Buy |
59,724
+153
| +0.3% | +$15.9K | 2.63% | 4 |
|
|
2018
Q1 | $6.55M | Buy |
59,571
+2,513
| +4% | +$276K | 2.82% | 4 |
|
|
2017
Q4 | $6.1M | Buy |
57,058
+1,405
| +3% | +$150K | 2.52% | 5 |
|
|
2017
Q3 | $5.32M | Buy |
55,653
+663
| +1% | +$63.3K | 2.32% | 5 |
|
|
2017
Q2 | $5.03M | Buy |
54,990
+1,456
| +3% | +$133K | 2.34% | 6 |
|
|
2017
Q1 | $4.7M | Buy |
53,534
+3,269
| +7% | +$287K | 2.25% | 7 |
|
|
2016
Q4 | $4.34M | Buy |
50,265
+5,656
| +13% | +$488K | 2.23% | 9 |
|
|
2016
Q3 | $2.97M | Buy |
44,609
+1,640
| +4% | +$109K | 1.67% | 15 |
|
|
2016
Q2 | $2.67M | Sell |
42,969
-225
| -0.5% | -$14K | 1.49% | 22 |
|
|
2016
Q1 | $2.56M | Sell |
43,194
-2,313
| -5% | -$137K | 1.51% | 20 |
|
|
2015
Q4 | $3.01M | Sell |
45,507
-1,072
| -2% | -$70.8K | 1.85% | 12 |
|
|
2015
Q3 | $2.84M | Sell |
46,579
-6,461
| -12% | -$394K | 1.96% | 14 |
|
|
2015
Q2 | $3.59M | Buy |
53,040
+16,360
| +45% | +$1.11M | 2.11% | 12 |
|
|
2015
Q1 | $2.22M | Buy |
36,680
+7,720
| +27% | +$468K | 1.35% | 23 |
|
|
2014
Q4 | $1.81M | Buy |
28,960
+12,550
| +76% | +$785K | 1.2% | 30 |
|
|
2014
Q3 | $989K | Buy |
16,410
+4,660
| +40% | +$281K | 0.73% | 42 |
|
|
2014
Q2 | $677K | Buy |
11,750
+150
| +1% | +$8.64K | 0.48% | 62 |
|
|
2014
Q1 | $704K | Buy |
11,600
+800
| +7% | +$48.6K | 0.65% | 51 |
|
|
2013
Q4 | $632K | Buy |
+10,800
| New | +$632K | 0.62% | 52 |
|