SDAM
Shulman DeMeo Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
3,996
-506
| -11% | -$147K | 0.29% | 28 |
|
|
2025
Q1 | $1.1M | Buy |
4,502
+2
| +0% | +$491 | 0.31% | 27 |
|
|
2024
Q4 | $1.08M | Sell |
4,500
-59
| -1% | -$14.1K | 0.29% | 27 |
|
|
2024
Q3 | $961K | Sell |
4,559
-19
| -0.4% | -$4.01K | 0.24% | 35 |
|
|
2024
Q2 | $926K | Buy |
4,578
+109
| +2% | +$22K | 0.24% | 32 |
|
|
2024
Q1 | $895K | Sell |
4,469
-4
| -0.1% | -$801 | 0.24% | 34 |
|
|
2023
Q4 | $761K | Buy |
4,473
+168
| +4% | +$28.6K | 0.22% | 38 |
|
|
2023
Q3 | $624K | Sell |
4,305
-32
| -0.7% | -$4.64K | 0.21% | 41 |
|
|
2023
Q2 | $631K | Buy |
4,337
+48
| +1% | +$6.98K | 0.19% | 47 |
|
|
2023
Q1 | $559K | Buy |
4,289
+12
| +0.3% | +$1.56K | 0.18% | 55 |
|
|
2022
Q4 | $574K | Sell |
4,277
-5
| -0.1% | -$671 | 0.19% | 54 |
|
|
2022
Q3 | $447K | Sell |
4,282
-12
| -0.3% | -$1.25K | 0.16% | 59 |
|
|
2022
Q2 | $484K | Buy |
4,294
+106
| +3% | +$11.9K | 0.16% | 61 |
|
|
2022
Q1 | $571K | Buy |
4,188
+195
| +5% | +$26.6K | 0.16% | 61 |
|
|
2021
Q4 | $632K | Buy |
+3,993
| New | +$632K | 0.16% | 54 |
|
|
2021
Q3 | – | Sell |
-3,672
| Closed | -$571K | – | 109 |
|
|
2021
Q2 | $571K | Sell |
3,672
-93
| -2% | -$14.5K | 0.22% | 27 |
|
|
2021
Q1 | $573K | Sell |
3,765
-4,589
| -55% | -$698K | 0.16% | 65 |
|
|
2020
Q4 | $1.06M | Buy |
8,354
+1,031
| +14% | +$131K | 0.3% | 39 |
|
|
2020
Q3 | $705K | Buy |
7,323
+67
| +0.9% | +$6.45K | 0.24% | 48 |
|
|
2020
Q2 | $682K | Buy |
7,256
+1,063
| +17% | +$99.9K | 0.26% | 42 |
|
|
2020
Q1 | $558K | Buy |
6,193
+1,125
| +22% | +$101K | 0.26% | 41 |
|
|
2019
Q4 | $706K | Buy |
5,068
+273
| +6% | +$38K | 0.24% | 42 |
|
|
2019
Q3 | $564K | Buy |
4,795
+86
| +2% | +$10.1K | 0.19% | 57 |
|
|
2019
Q2 | $526K | Buy |
4,709
+150
| +3% | +$16.8K | 0.19% | 53 |
|
|
2019
Q1 | $461K | Buy |
4,559
+281
| +7% | +$28.4K | 0.18% | 59 |
|
|
2018
Q4 | $418K | Buy |
+4,278
| New | +$418K | 0.23% | 40 |
|