SAM
SignalPoint Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.83M | Buy |
7,616
+1
| +0% | +$240 | 0.44% | 42 |
|
|
2024
Q3 | $1.6M | Sell |
7,615
-28
| -0.4% | -$5.89K | 0.37% | 50 |
|
|
2024
Q2 | $1.55M | Sell |
7,643
-29
| -0.4% | -$5.87K | 0.41% | 47 |
|
|
2024
Q1 | $1.54M | Sell |
7,672
-202
| -3% | -$40.5K | 0.42% | 54 |
|
|
2023
Q4 | $1.34M | Buy |
7,874
+2
| +0% | +$340 | 0.39% | 56 |
|
|
2023
Q3 | $1.14M | Buy |
7,872
+112
| +1% | +$16.2K | 0.36% | 60 |
|
|
2023
Q2 | $1.13M | Sell |
7,760
-86
| -1% | -$12.5K | 0.35% | 61 |
|
|
2023
Q1 | $1.02M | Buy |
7,846
+131
| +2% | +$17.1K | 0.32% | 65 |
|
|
2022
Q4 | $1.04M | Sell |
7,715
-177
| -2% | -$23.7K | 0.36% | 65 |
|
|
2022
Q3 | $824K | Sell |
7,892
-371
| -4% | -$38.7K | 0.31% | 73 |
|
|
2022
Q2 | $930K | Buy |
8,263
+361
| +5% | +$40.6K | 0.34% | 72 |
|
|
2022
Q1 | $1.08M | Buy |
7,902
+920
| +13% | +$125K | 0.34% | 70 |
|
|
2021
Q4 | $1.11M | Buy |
6,982
+85
| +1% | +$13.5K | 0.34% | 70 |
|
|
2021
Q3 | $1.13M | Buy |
6,897
+163
| +2% | +$26.7K | 0.36% | 72 |
|
|
2021
Q2 | $1.05M | Buy |
6,734
+194
| +3% | +$30.2K | 0.34% | 76 |
|
|
2021
Q1 | $996K | Buy |
6,540
+335
| +5% | +$51K | 0.35% | 77 |
|
|
2020
Q4 | $789K | Buy |
6,205
+7
| +0.1% | +$890 | 0.3% | 82 |
|
|
2020
Q3 | $597K | Sell |
6,198
-58
| -0.9% | -$5.59K | 0.25% | 92 |
|
|
2020
Q2 | $588K | Buy |
6,256
+1,031
| +20% | +$96.9K | 0.26% | 78 |
|
|
2020
Q1 | $470K | Buy |
5,225
+9
| +0.2% | +$810 | 0.25% | 82 |
|
|
2019
Q4 | $727K | Buy |
5,216
+9
| +0.2% | +$1.25K | 0.31% | 77 |
|
|
2019
Q3 | $613K | Sell |
5,207
-345
| -6% | -$40.6K | 0.27% | 82 |
|
|
2019
Q2 | $620K | Buy |
5,552
+540
| +11% | +$60.3K | 0.3% | 85 |
|
|
2019
Q1 | $507K | Buy |
5,012
+127
| +3% | +$12.8K | 0.22% | 117 |
|
|
2018
Q4 | $477K | Buy |
4,885
+28
| +0.6% | +$2.73K | 0.23% | 118 |
|
|
2018
Q3 | $548K | Sell |
4,857
-56
| -1% | -$6.32K | 0.25% | 109 |
|
|
2018
Q2 | $512K | Sell |
4,913
-55
| -1% | -$5.73K | 0.24% | 119 |
|
|
2018
Q1 | $546K | Buy |
4,968
+10
| +0.2% | +$1.1K | 0.26% | 112 |
|
|
2017
Q4 | $530K | Buy |
4,958
+40
| +0.8% | +$4.28K | 0.26% | 110 |
|
|
2017
Q3 | $469K | Buy |
+4,918
| New | +$469K | 0.24% | 116 |
|
|
2017
Q1 | – | Sell |
-6,029
| Closed | -$520K | – | 183 |
|
|
2016
Q4 | $520K | Buy |
6,029
+50
| +0.8% | +$4.31K | 0.13% | 141 |
|
|
2016
Q3 | $398K | Buy |
5,979
+382
| +7% | +$25.4K | 0.11% | 158 |
|
|
2016
Q2 | $348K | Buy |
5,597
+1
| +0% | +$62 | 0.15% | 155 |
|
|
2016
Q1 | $331K | Buy |
5,596
+101
| +2% | +$5.97K | 0.14% | 148 |
|
|
2015
Q4 | $363K | Buy |
5,495
+86
| +2% | +$5.68K | 0.16% | 114 |
|
|
2015
Q3 | $330K | Buy |
5,409
+843
| +18% | +$51.4K | 0.15% | 115 |
|
|
2015
Q2 | $277K | Hold |
4,566
| – | – | 0.11% | 149 |
|
|
2015
Q1 | $277K | Buy |
4,566
+1
| +0% | +$61 | 0.11% | 149 |
|
|
2014
Q4 | $286K | Sell |
4,565
-128
| -3% | -$8.02K | 0.13% | 123 |
|
|
2014
Q3 | $283K | Sell |
4,693
-499
| -10% | -$30.1K | 0.14% | 123 |
|
|
2014
Q2 | $299K | Sell |
5,192
-174
| -3% | -$10K | 0.13% | 121 |
|
|
2014
Q1 | $326K | Buy |
5,366
+221
| +4% | +$13.4K | 0.15% | 113 |
|
|
2013
Q4 | $301K | Buy |
+5,145
| New | +$301K | 0.14% | 123 |
|