SHJ
Sharkey, Howes & Javer’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
1,751
-124
| -7% | -$35.9K | 0.07% | 110 |
|
|
2025
Q1 | $460K | Sell |
1,875
-175
| -9% | -$42.9K | 0.07% | 108 |
|
|
2024
Q4 | $491K | Buy |
2,050
+90
| +5% | +$21.6K | 0.07% | 105 |
|
|
2024
Q3 | $413K | Buy |
+1,960
| New | +$413K | 0.06% | 104 |
|
|
2019
Q3 | – | Sell |
-460
| Closed | -$51K | – | 115 |
|
|
2019
Q2 | $51K | Hold |
460
| – | – | 0.02% | 109 |
|
|
2019
Q1 | $47K | Hold |
460
| – | – | 0.02% | 113 |
|
|
2018
Q4 | $45K | Hold |
460
| – | – | 0.03% | 107 |
|
|
2018
Q3 | $52K | Hold |
460
| – | – | 0.03% | 109 |
|
|
2018
Q2 | $48K | Hold |
460
| – | – | 0.03% | 103 |
|
|
2018
Q1 | $50K | Hold |
460
| – | – | 0.03% | 91 |
|
|
2017
Q4 | $49K | Hold |
460
| – | – | 0.03% | 91 |
|
|
2017
Q3 | $45K | Hold |
460
| – | – | 0.02% | 92 |
|
|
2017
Q2 | $42K | Sell |
460
-14
| -3% | -$1.28K | 0.02% | 91 |
|
|
2017
Q1 | $42K | Buy |
474
+222
| +88% | +$19.7K | 0.02% | 100 |
|
|
2016
Q4 | $22K | Hold |
252
| – | – | 0.01% | 137 |
|
|
2016
Q3 | $17K | Hold |
252
| – | – | 0.01% | 141 |
|
|
2016
Q2 | $16K | Hold |
252
| – | – | 0.01% | 150 |
|
|
2016
Q1 | $15K | Hold |
252
| – | – | 0.01% | 164 |
|
|
2015
Q4 | $17K | Hold |
252
| – | – | 0.01% | 162 |
|
|
2015
Q3 | $16K | Buy |
+252
| New | +$16K | 0.01% | 162 |
|