SEIA
Signature Estate & Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.79M | Buy |
23,416
+1,909
| +9% | +$553K | 0.16% | 72 |
|
|
2025
Q1 | $5.28M | Sell |
21,507
-714
| -3% | -$175K | 0.14% | 79 |
|
|
2024
Q4 | $5.33M | Buy |
22,221
+454
| +2% | +$109K | 0.13% | 71 |
|
|
2024
Q3 | $4.59M | Sell |
21,767
-154
| -0.7% | -$32.5K | 0.11% | 73 |
|
|
2024
Q2 | $4.43M | Buy |
21,921
+16,679
| +318% | +$3.37M | 0.11% | 77 |
|
|
2024
Q1 | $1.05M | Sell |
5,242
-251
| -5% | -$50.3K | 0.03% | 89 |
|
|
2023
Q4 | $934K | Buy |
5,493
+483
| +10% | +$82.1K | 0.03% | 103 |
|
|
2023
Q3 | $727K | Sell |
5,010
-103
| -2% | -$14.9K | 0.02% | 103 |
|
|
2023
Q2 | $743K | Sell |
5,113
-90
| -2% | -$13.1K | 0.02% | 103 |
|
|
2023
Q1 | $677K | Buy |
5,203
+156
| +3% | +$20.3K | 0.02% | 105 |
|
|
2022
Q4 | $677K | Sell |
5,047
-627
| -11% | -$84.1K | 0.02% | 110 |
|
|
2022
Q3 | $593K | Sell |
5,674
-126
| -2% | -$13.2K | 0.03% | 105 |
|
|
2022
Q2 | $653K | Sell |
5,800
-1,703
| -23% | -$192K | 0.03% | 105 |
|
|
2022
Q1 | $1.02M | Sell |
7,503
-245,062
| -97% | -$33.4M | 0.05% | 94 |
|
|
2021
Q4 | $40M | Buy |
252,565
+187,351
| +287% | +$29.7M | 1.79% | 20 |
|
|
2021
Q3 | $10.7M | Buy |
65,214
+4,391
| +7% | +$719K | 0.52% | 34 |
|
|
2021
Q2 | $9.46M | Buy |
60,823
+2,285
| +4% | +$355K | 0.42% | 36 |
|
|
2021
Q1 | $8.91M | Sell |
58,538
-3,910
| -6% | -$595K | 0.43% | 37 |
|
|
2020
Q4 | $7.94M | Buy |
62,448
+546
| +0.9% | +$69.4K | 0.43% | 37 |
|
|
2020
Q3 | $5.96M | Buy |
61,902
+6,958
| +13% | +$670K | 0.37% | 40 |
|
|
2020
Q2 | $5.17M | Buy |
54,944
+5,460
| +11% | +$514K | 0.37% | 39 |
|
|
2020
Q1 | $4.46M | Buy |
49,484
+3,510
| +8% | +$316K | 0.35% | 45 |
|
|
2019
Q4 | $6.41M | Sell |
45,974
-248
| -0.5% | -$34.6K | 0.39% | 42 |
|
|
2019
Q3 | $5.44M | Buy |
46,222
+1,763
| +4% | +$207K | 0.36% | 45 |
|
|
2019
Q2 | $4.97M | Buy |
44,459
+1,029
| +2% | +$115K | 0.33% | 45 |
|
|
2019
Q1 | $4.4M | Buy |
43,430
+6,211
| +17% | +$629K | 0.3% | 50 |
|
|
2018
Q4 | $3.63M | Buy |
37,219
+30,539
| +457% | +$2.98M | 0.32% | 51 |
|
|
2018
Q3 | $754K | Buy |
6,680
+2,189
| +49% | +$247K | 0.07% | 94 |
|
|
2018
Q2 | $468K | Buy |
4,491
+943
| +27% | +$98.3K | 0.04% | 108 |
|
|
2018
Q1 | $390K | Buy |
3,548
+826
| +30% | +$90.8K | 0.04% | 116 |
|
|
2017
Q4 | $291K | Buy |
2,722
+902
| +50% | +$96.4K | 0.03% | 126 |
|
|
2017
Q3 | $174K | Sell |
1,820
-31
| -2% | -$2.96K | 0.02% | 133 |
|
|
2017
Q2 | $169K | Sell |
1,851
-797
| -30% | -$72.8K | 0.02% | 127 |
|
|
2017
Q1 | $233K | Buy |
2,648
+1,031
| +64% | +$90.7K | 0.03% | 137 |
|
|
2016
Q4 | $140K | Hold |
1,617
| – | – | 0.02% | 137 |
|
|
2016
Q3 | $108K | Sell |
1,617
-1,550
| -49% | -$104K | 0.02% | 152 |
|
|
2016
Q2 | $197K | Buy |
+3,167
| New | +$197K | 0.03% | 115 |
|
|
2013
Q4 | – | Sell |
-72,223
| Closed | -$3.73M | – | 60 |
|
|
2013
Q3 | $3.73M | Buy |
72,223
+7,142
| +11% | +$369K | 2.15% | 21 |
|
|
2013
Q2 | $3.44M | Buy |
+65,081
| New | +$3.44M | 2.47% | 12 |
|