Silver Lake Advisory’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 | $936K | Buy |
3,228
+131
| +4% | +$38K | 0.4% | 61 |
|
|
2025
Q1 | $760K | Buy |
3,097
+13
| +0.4% | +$3.19K | 0.33% | 63 |
|
|
2024
Q4 | $739K | Buy |
3,084
+15
| +0.5% | +$3.6K | 0.33% | 63 |
|
|
2024
Q3 | $647K | Buy |
3,069
+15
| +0.5% | +$3.16K | 0.27% | 68 |
|
|
2024
Q2 | $618K | Buy |
3,054
+16
| +0.5% | +$3.24K | 0.28% | 65 |
|
|
2024
Q1 | $608K | Buy |
+3,038
| New | +$608K | 0.27% | 64 |
|
|
2023
Q3 | – | Sell |
-3,017
| Closed | -$439K | – | 74 |
|
|
2023
Q2 | $439K | Buy |
3,017
+310
| +11% | +$45.1K | 0.23% | 68 |
|
|
2023
Q1 | $353K | Buy |
+2,707
| New | +$353K | 0.2% | 75 |
|
|
2022
Q4 | – | Sell |
-2,667
| Closed | -$279K | – | 75 |
|
|
2022
Q3 | $279K | Buy |
2,667
+23
| +0.9% | +$2.41K | 0.16% | 83 |
|
|
2022
Q2 | $298K | Buy |
2,644
+54
| +2% | +$6.09K | 0.16% | 83 |
|
|
2022
Q1 | $353K | Sell |
2,590
-997
| -28% | -$136K | 0.17% | 86 |
|
|
2021
Q4 | $568K | Buy |
3,587
+15
| +0.4% | +$2.38K | 0.26% | 72 |
|
|
2021
Q3 | $585K | Hold |
3,572
| – | – | 0.29% | 70 |
|
|
2021
Q2 | $546K | Sell |
3,572
-40
| -1% | -$6.11K | 0.26% | 69 |
|
|
2021
Q1 | $550K | Buy |
3,612
+18
| +0.5% | +$2.74K | 0.28% | 66 |
|
|
2020
Q4 | $457K | Buy |
3,594
+22
| +0.6% | +$2.8K | 0.25% | 69 |
|
|
2020
Q3 | $344K | Buy |
3,572
+23
| +0.6% | +$2.22K | 0.21% | 70 |
|
|
2020
Q2 | $334K | Buy |
3,549
+21
| +0.6% | +$1.98K | 0.21% | 68 |
|
|
2020
Q1 | $318K | Sell |
3,528
-8
| -0.2% | -$721 | 0.23% | 66 |
|
|
2019
Q4 | $493K | Buy |
3,536
+37
| +1% | +$5.16K | 0.3% | 61 |
|
|
2019
Q3 | $412K | Buy |
+3,499
| New | +$412K | 0.27% | 65 |
|
|
2018
Q4 | – | Sell |
-1,809
| Closed | -$204K | – | 89 |
|
|
2018
Q3 | $204K | Buy |
+1,809
| New | +$204K | 0.12% | 96 |
|