Signet Investment Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Sell |
23,327
-101
| -0.4% | -$29.3K | 3.47% | 5 |
|
|
2025
Q1 | $5.75M | Sell |
23,428
-2,053
| -8% | -$504K | 2.9% | 9 |
|
|
2024
Q4 | $6.11M | Buy |
25,481
+86
| +0.3% | +$20.6K | 3.12% | 8 |
|
|
2024
Q3 | $5.35M | Buy |
25,395
+190
| +0.8% | +$40.1K | 2.68% | 9 |
|
|
2024
Q2 | $5.1M | Buy |
25,205
+176
| +0.7% | +$35.6K | 2.73% | 9 |
|
|
2024
Q1 | $5.01M | Buy |
25,029
+401
| +2% | +$80.3K | 2.74% | 10 |
|
|
2023
Q4 | $4.19M | Buy |
24,628
+196
| +0.8% | +$33.3K | 2.52% | 11 |
|
|
2023
Q3 | $3.54M | Buy |
24,432
+792
| +3% | +$115K | 2.35% | 12 |
|
|
2023
Q2 | $3.44M | Buy |
23,640
+149
| +0.6% | +$21.7K | 2.27% | 14 |
|
|
2023
Q1 | $3.06M | Sell |
23,491
-4,940
| -17% | -$644K | 2.11% | 14 |
|
|
2022
Q4 | $3.81M | Buy |
28,431
+312
| +1% | +$41.8K | 2.69% | 10 |
|
|
2022
Q3 | $2.94M | Buy |
28,119
+716
| +3% | +$74.8K | 2.28% | 11 |
|
|
2022
Q2 | $3.09M | Buy |
27,403
+869
| +3% | +$97.9K | 2.14% | 12 |
|
|
2022
Q1 | $3.62M | Buy |
26,534
+75
| +0.3% | +$10.2K | 2.17% | 12 |
|
|
2021
Q4 | $4.19M | Buy |
26,459
+462
| +2% | +$73.2K | 2.38% | 8 |
|
|
2021
Q3 | $4.26M | Buy |
25,997
+1,175
| +5% | +$192K | 2.68% | 6 |
|
|
2021
Q2 | $3.86M | Buy |
24,822
+1,786
| +8% | +$278K | 2.49% | 7 |
|
|
2021
Q1 | $3.51M | Buy |
23,036
+356
| +2% | +$54.2K | 2.72% | 9 |
|
|
2020
Q4 | $2.88M | Buy |
+22,680
| New | +$2.88M | 2.28% | 12 |
|
|
2019
Q4 | $3.7M | Buy |
26,519
+501
| +2% | +$69.8K | 3.43% | 6 |
|
|
2019
Q3 | $3.06M | Buy |
26,018
+178
| +0.7% | +$20.9K | 3.11% | 6 |
|
|
2019
Q2 | $2.89M | Sell |
25,840
-65
| -0.3% | -$7.27K | 3.01% | 6 |
|
|
2019
Q1 | $2.62M | Sell |
25,905
-455
| -2% | -$46.1K | 2.79% | 12 |
|
|
2018
Q4 | $2.57M | Buy |
+26,360
| New | +$2.57M | 2.89% | 8 |
|