SIA
SGL Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
21,263
+268
| +1% | +$75.8K | 2.86% | 5 |
|
|
2025
Q1 | $5.32M | Sell |
20,995
-7,479
| -26% | -$1.9M | 2.75% | 7 |
|
|
2024
Q4 | $7.84M | Buy |
28,474
+142
| +0.5% | +$39.1K | 3.95% | 3 |
|
|
2024
Q3 | $6.85M | Buy |
+28,332
| New | +$6.85M | 3.52% | 3 |
|