SIA
SeaBridge Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Buy |
28,873
+818
| +3% | +$237K | 1.56% | 15 |
|
|
2025
Q1 | $6.88M | Buy |
28,055
+1,275
| +5% | +$313K | 1.49% | 17 |
|
|
2024
Q4 | $6.42M | Buy |
26,780
+2,893
| +12% | +$693K | 1.34% | 18 |
|
|
2024
Q3 | $5.04M | Sell |
23,887
-390
| -2% | -$82.2K | 1.23% | 21 |
|
|
2024
Q2 | $4.91M | Sell |
24,277
-15
| -0.1% | -$3.03K | 1.27% | 19 |
|
|
2024
Q1 | $4.87M | Sell |
24,292
-697
| -3% | -$140K | 1.28% | 20 |
|
|
2023
Q4 | $4.25M | Buy |
24,989
+60
| +0.2% | +$10.2K | 1.24% | 19 |
|
|
2023
Q3 | $3.62M | Sell |
24,929
-51
| -0.2% | -$7.4K | 1.19% | 22 |
|
|
2023
Q2 | $3.63M | Buy |
24,980
+205
| +0.8% | +$29.8K | 1.19% | 21 |
|
|
2023
Q1 | $3.23M | Sell |
24,775
-1,514
| -6% | -$197K | 1.13% | 26 |
|
|
2022
Q4 | $3.53M | Sell |
26,289
-2,679
| -9% | -$359K | 1.26% | 22 |
|
|
2022
Q3 | $3.03M | Sell |
28,968
-398
| -1% | -$41.6K | 1.06% | 28 |
|
|
2022
Q2 | $3.31M | Buy |
29,366
+716
| +2% | +$80.6K | 1.06% | 23 |
|
|
2022
Q1 | $3.91M | Buy |
28,650
+485
| +2% | +$66.1K | 1.17% | 20 |
|
|
2021
Q4 | $4.46M | Sell |
28,165
-3,066
| -10% | -$486K | 1.43% | 17 |
|
|
2021
Q3 | $5.11M | Sell |
31,231
-150
| -0.5% | -$24.6K | 1.68% | 15 |
|
|
2021
Q2 | $4.88M | Sell |
31,381
-2,379
| -7% | -$370K | 1.57% | 16 |
|
|
2021
Q1 | $5.14M | Sell |
33,760
-330
| -1% | -$50.2K | 1.7% | 13 |
|
|
2020
Q4 | $4.33M | Sell |
34,090
-450
| -1% | -$57.2K | 1.56% | 17 |
|
|
2020
Q3 | $3.33M | Sell |
34,540
-371
| -1% | -$35.7K | 1.24% | 28 |
|
|
2020
Q2 | $3.28M | Buy |
34,911
+40
| +0.1% | +$3.76K | 1.28% | 25 |
|
|
2020
Q1 | $3.14M | Sell |
34,871
-460
| -1% | -$41.4K | 1.44% | 21 |
|
|
2019
Q4 | $4.93M | Sell |
35,331
-5,905
| -14% | -$823K | 1.71% | 10 |
|
|
2019
Q3 | $4.85M | Sell |
41,236
-3,620
| -8% | -$426K | 1.66% | 11 |
|
|
2019
Q2 | $5.02M | Hold |
44,856
| – | – | 1.67% | 8 |
|
|
2019
Q1 | $4.54M | Sell |
44,856
-40
| -0.1% | -$4.05K | 1.52% | 11 |
|
|
2018
Q4 | $4.38M | Sell |
44,896
-1,685
| -4% | -$164K | 1.59% | 9 |
|
|
2018
Q3 | $5.26M | Sell |
46,581
-3,002
| -6% | -$339K | 1.35% | 22 |
|
|
2018
Q2 | $5.17M | Sell |
49,583
-6,439
| -11% | -$671K | 1.27% | 30 |
|
|
2018
Q1 | $6.16M | Sell |
56,022
-2,738
| -5% | -$301K | 1.38% | 29 |
|
|
2017
Q4 | $6.28M | Sell |
58,760
-548
| -0.9% | -$58.6K | 1.37% | 23 |
|
|
2017
Q3 | $5.67M | Sell |
59,308
-1,155
| -2% | -$110K | 1.32% | 24 |
|
|
2017
Q2 | $5.53M | Sell |
60,463
-235
| -0.4% | -$21.5K | 1.33% | 24 |
|
|
2017
Q1 | $5.33M | Sell |
60,698
-3,485
| -5% | -$306K | 1.28% | 29 |
|
|
2016
Q4 | $5.54M | Buy |
64,183
+735
| +1% | +$63.4K | 1.33% | 24 |
|
|
2016
Q3 | $4.23M | Hold |
63,448
| – | – | 1.05% | 38 |
|
|
2016
Q2 | $3.94M | Sell |
63,448
-1,555
| -2% | -$96.6K | 1% | 40 |
|
|
2016
Q1 | $3.85M | Sell |
65,003
-5,630
| -8% | -$333K | 0.94% | 41 |
|
|
2015
Q4 | $4.66M | Sell |
70,633
-4,687
| -6% | -$309K | 1.04% | 42 |
|
|
2015
Q3 | $4.59M | Buy |
75,320
+840
| +1% | +$51.2K | 1.07% | 39 |
|
|
2015
Q2 | $5.05M | Buy |
74,480
+4,435
| +6% | +$301K | 1.03% | 39 |
|
|
2015
Q1 | $4.24M | Buy |
70,045
+10
| +0% | +$606 | 0.85% | 47 |
|
|
2014
Q4 | $4.38M | Buy |
70,035
+8,185
| +13% | +$512K | 0.9% | 45 |
|
|
2014
Q3 | $3.73M | Sell |
61,850
-668
| -1% | -$40.2K | 0.87% | 52 |
|
|
2014
Q2 | $3.6M | Buy |
62,518
+298
| +0.5% | +$17.2K | 0.73% | 57 |
|
|
2014
Q1 | $3.78M | Buy |
62,220
+2,400
| +4% | +$146K | 0.84% | 49 |
|
|
2013
Q4 | $3.5M | Buy |
59,820
+6,100
| +11% | +$357K | 0.77% | 51 |
|
|
2013
Q3 | $2.78M | Hold |
53,720
| – | – | 0.67% | 57 |
|
|
2013
Q2 | $2.84M | Buy |
+53,720
| New | +$2.84M | 0.75% | 53 |
|