SAM
Secure Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
5,314
+1,294
| +32% | +$375K | 0.28% | 89 |
|
|
2025
Q1 | $986K | Sell |
4,020
-11,473
| -74% | -$2.81M | 0.2% | 122 |
|
|
2024
Q4 | $3.71M | Buy |
15,493
+84
| +0.5% | +$20.1K | 0.56% | 34 |
|
|
2024
Q3 | $3.25M | Sell |
15,409
-526
| -3% | -$111K | 0.55% | 36 |
|
|
2024
Q2 | $3.22M | Sell |
15,935
-1,475
| -8% | -$298K | 0.61% | 33 |
|
|
2024
Q1 | $3.49M | Sell |
17,410
-2,181
| -11% | -$437K | 0.82% | 23 |
|
|
2023
Q4 | $3.33M | Sell |
19,591
-1,578
| -7% | -$268K | 0.9% | 18 |
|
|
2023
Q3 | $3.07M | Buy |
21,169
+1,084
| +5% | +$157K | 0.92% | 23 |
|
|
2023
Q2 | $2.92M | Sell |
20,085
-247
| -1% | -$35.9K | 0.89% | 25 |
|
|
2023
Q1 | $2.65M | Sell |
20,332
-7,524
| -27% | -$980K | 0.88% | 21 |
|
|
2022
Q4 | $3.74M | Sell |
27,856
-582
| -2% | -$78K | 1.34% | 11 |
|
|
2022
Q3 | $2.97M | Buy |
28,438
+361
| +1% | +$37.7K | 1.66% | 9 |
|
|
2022
Q2 | $3.16M | Buy |
28,077
+1,131
| +4% | +$127K | 1.75% | 11 |
|
|
2022
Q1 | $3.67M | Sell |
26,946
-1,867
| -6% | -$254K | 1.66% | 9 |
|
|
2021
Q4 | $4.56M | Buy |
28,813
+8,770
| +44% | +$1.39M | 1.85% | 10 |
|
|
2021
Q3 | $3.28M | Buy |
20,043
+1,806
| +10% | +$296K | 1.62% | 12 |
|
|
2021
Q2 | $2.84M | Buy |
18,237
+282
| +2% | +$43.9K | 1.44% | 12 |
|
|
2021
Q1 | $2.73M | Buy |
17,955
+233
| +1% | +$35.5K | 1.52% | 15 |
|
|
2020
Q4 | $2.25M | Buy |
17,722
+5,920
| +50% | +$752K | 1.33% | 17 |
|
|
2020
Q3 | $1.14M | Buy |
11,802
+2,570
| +28% | +$247K | 0.78% | 30 |
|
|
2020
Q2 | $868K | Buy |
9,232
+5,692
| +161% | +$535K | 0.61% | 35 |
|
|
2020
Q1 | $319K | Sell |
3,540
-1,792
| -34% | -$161K | 0.34% | 72 |
|
|
2019
Q4 | $743K | Buy |
+5,332
| New | +$743K | 0.52% | 49 |
|