SignatureFD’s JPMorgan Chase JPM Stock Holding History

SignatureFD’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.8M	Buy	78,785 +2,668	+4%	+$773K	0.39%	30
2025 Q1	$18.7M	Buy	76,117 +168	+0.2%	+$41.2K	0.35%	33
2024 Q4	$18.2M	Buy	75,949 +2,082	+3%	+$499K	0.34%	33
2024 Q3	$15.6M	Sell	73,867 -878	-1%	-$185K	0.3%	34
2024 Q2	$15.1M	Buy	74,745 +2,916	+4%	+$590K	0.31%	33
2024 Q1	$14.4M	Buy	71,829 +2,028	+3%	+$406K	0.3%	32
2023 Q4	$11.9M	Buy	69,801 +6,143	+10%	+$1.04M	0.27%	35
2023 Q3	$9.23M	Sell	63,658 -419	-0.7%	-$60.8K	0.24%	39
2023 Q2	$9.32M	Buy	64,077 +2,921	+5%	+$425K	0.24%	36
2023 Q1	$7.97M	Buy	61,156 +3,057	+5%	+$398K	0.22%	38
2022 Q4	$7.79M	Buy	58,099 +4,678	+9%	+$627K	0.23%	36
2022 Q3	$5.58M	Buy	53,421 +3,664	+7%	+$383K	0.19%	38
2022 Q2	$5.6M	Sell	49,757 -972	-2%	-$109K	0.19%	41
2022 Q1	$6.92M	Buy	50,729 +1,684	+3%	+$230K	0.21%	37
2021 Q4	$7.77M	Buy	49,045 +2,000	+4%	+$317K	0.24%	35
2021 Q3	$7.7M	Buy	47,045 +2,123	+5%	+$348K	0.27%	31
2021 Q2	$6.99M	Buy	44,922 +3,219	+8%	+$501K	0.28%	30
2021 Q1	$6.35M	Buy	41,703 +2,884	+7%	+$439K	0.28%	30
2020 Q4	$4.93M	Sell	38,819 -752	-2%	-$95.6K	0.23%	31
2020 Q3	$3.81M	Buy	39,571 +5,889	+17%	+$567K	0.2%	40
2020 Q2	$3.17M	Sell	33,682 -257	-0.8%	-$24.2K	0.19%	39
2020 Q1	$3.06M	Sell	33,939 -485	-1%	-$43.7K	0.26%	37
2019 Q4	$4.8M	Buy	34,424 +3,606	+12%	+$503K	0.35%	27
2019 Q3	$3.63M	Buy	30,818 +3,374	+12%	+$397K	0.3%	33
2019 Q2	$3.07M	Buy	27,444 +700	+3%	+$78.3K	0.27%	33
2019 Q1	$2.71M	Buy	26,744 +777	+3%	+$78.6K	0.23%	34
2018 Q4	$2.54M	Sell	25,967 -419	-2%	-$40.9K	0.24%	34
2018 Q3	$2.98M	Buy	26,386 +3,901	+17%	+$440K	0.3%	30
2018 Q2	$2.34M	Buy	22,485 +1,851	+9%	+$193K	0.26%	33
2018 Q1	$2.27M	Buy	20,634 +2,657	+15%	+$292K	0.27%	29
2017 Q4	$1.92M	Buy	17,977 +1,431	+9%	+$153K	0.23%	41
2017 Q3	$1.58M	Buy	16,546 +985	+6%	+$94.1K	0.21%	41
2017 Q2	$1.42M	Buy	15,561 +586	+4%	+$53.6K	0.21%	40
2017 Q1	$1.32M	Buy	14,975 +228	+2%	+$20K	0.19%	39
2016 Q4	$1.27M	Sell	14,747 -303	-2%	-$26.2K	0.21%	40
2016 Q3	$1M	Buy	15,050 +5,148	+52%	+$343K	0.15%	48
2016 Q2	$615K	Buy	9,902 +1,288	+15%	+$80K	0.09%	58
2016 Q1	$510K	Buy	8,614 +2,305	+37%	+$136K	0.09%	70
2015 Q4	$417K	Buy	6,309 +926	+17%	+$61.2K	0.08%	70
2015 Q3	$328K	Buy	5,383 +484	+10%	+$29.5K	0.07%	94
2015 Q2	$332K	Buy	4,899 +3,852	+368%	+$261K	0.07%	107
2015 Q1	$63K	Buy	1,047 +170	+19%	+$10.2K	0.02%	278
2014 Q4	$55K	Buy	877 +667	+318%	+$41.8K	0.01%	287
2014 Q3	$13K	Hold	210	–	–	﹤0.01%	426
2014 Q2	$12K	Sell	210 -1,565	-88%	-$89.4K	﹤0.01%	430
2014 Q1	$108K	Sell	1,775 -5,235	-75%	-$319K	0.04%	113
2013 Q4	$410K	Buy	7,010 +1,830	+35%	+$107K	0.15%	51
2013 Q3	$268K	Buy	5,180 +4,264	+466%	+$221K	0.11%	62
2013 Q2	$48K	Buy	+916	New	+$48K	0.02%	174