SCA
Sippican Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
6,957
-13
| -0.2% | -$3.77K | 1.47% | 21 |
|
|
2025
Q1 | $1.71M | Sell |
6,970
-14
| -0.2% | -$3.43K | 1.29% | 28 |
|
|
2024
Q4 | $1.67M | Hold |
6,984
| – | – | 1.22% | 30 |
|
|
2024
Q3 | $1.47M | Sell |
6,984
-4
| -0.1% | -$843 | 1.03% | 38 |
|
|
2024
Q2 | $1.41M | Sell |
6,988
-30
| -0.4% | -$6.07K | 1.12% | 33 |
|
|
2024
Q1 | $1.41M | Sell |
7,018
-4,825
| -41% | -$966K | 1.09% | 37 |
|
|
2023
Q4 | $2.01M | Buy |
11,843
+4,825
| +69% | +$821K | 1.58% | 16 |
|
|
2023
Q3 | $1.02M | Buy |
7,018
+210
| +3% | +$30.5K | 0.92% | 45 |
|
|
2023
Q2 | $990K | Sell |
6,808
-106
| -2% | -$15.4K | 0.91% | 48 |
|
|
2023
Q1 | $901K | Sell |
6,914
-100
| -1% | -$13K | 0.86% | 50 |
|
|
2022
Q4 | $941K | Sell |
7,014
-100
| -1% | -$13.4K | 0.9% | 49 |
|
|
2022
Q3 | $743K | Hold |
7,114
| – | – | 0.78% | 58 |
|
|
2022
Q2 | $801K | Hold |
7,114
| – | – | 0.79% | 53 |
|
|
2022
Q1 | $970K | Sell |
7,114
-101
| -1% | -$13.8K | 0.81% | 57 |
|
|
2021
Q4 | $1.14M | Hold |
7,215
| – | – | 0.97% | 41 |
|
|
2021
Q3 | $1.18M | Sell |
7,215
-95
| -1% | -$15.6K | 1.02% | 38 |
|
|
2021
Q2 | $1.14M | Sell |
7,310
-75
| -1% | -$11.7K | 0.99% | 38 |
|
|
2021
Q1 | $1.12M | Sell |
7,385
-265
| -3% | -$40.3K | 1.04% | 35 |
|
|
2020
Q4 | $972K | Sell |
7,650
-5,940
| -44% | -$755K | 1.05% | 41 |
|
|
2020
Q3 | $1.31M | Buy |
13,590
+3,275
| +32% | +$315K | 1.63% | 21 |
|
|
2020
Q2 | $970K | Sell |
10,315
-820
| -7% | -$77.1K | 1.31% | 32 |
|
|
2020
Q1 | $1M | Sell |
11,135
-100
| -0.9% | -$9K | 1.63% | 23 |
|
|
2019
Q4 | $1.57M | Buy |
11,235
+625
| +6% | +$87.1K | 1.74% | 17 |
|
|
2019
Q3 | $1.25M | Sell |
10,610
-175
| -2% | -$20.6K | 1.51% | 22 |
|
|
2019
Q2 | $1.21M | Sell |
10,785
-225
| -2% | -$25.2K | 1.42% | 23 |
|
|
2019
Q1 | $1.12M | Buy |
11,010
+225
| +2% | +$22.8K | 1.33% | 24 |
|
|
2018
Q4 | $1.05M | Buy |
10,785
+2,500
| +30% | +$244K | 1.42% | 23 |
|
|
2018
Q3 | $931K | Sell |
8,285
-5,995
| -42% | -$674K | 1.08% | 35 |
|
|
2018
Q2 | $1.49M | Buy |
14,280
+230
| +2% | +$24K | 1.49% | 26 |
|
|
2018
Q1 | $1.55M | Sell |
14,050
-100
| -0.7% | -$11K | 1.6% | 22 |
|
|
2017
Q4 | $1.51M | Sell |
14,150
-135
| -0.9% | -$14.4K | 1.48% | 23 |
|
|
2017
Q3 | $1.36M | Sell |
14,285
-65
| -0.5% | -$6.21K | 1.4% | 27 |
|
|
2017
Q2 | $1.31M | Hold |
14,350
| – | – | 1.42% | 25 |
|
|
2017
Q1 | $1.26M | Sell |
14,350
-700
| -5% | -$61.5K | 1.34% | 30 |
|
|
2016
Q4 | $1.3M | Sell |
15,050
-125
| -0.8% | -$10.8K | 1.36% | 28 |
|
|
2016
Q3 | $1.01M | Sell |
15,175
-50
| -0.3% | -$3.33K | 1.15% | 33 |
|
|
2016
Q2 | $946K | Sell |
15,225
-125
| -0.8% | -$7.77K | 1.13% | 34 |
|
|
2016
Q1 | $909K | Sell |
15,350
-925
| -6% | -$54.8K | 1.16% | 33 |
|
|
2015
Q4 | $1.08M | Sell |
16,275
-150
| -0.9% | -$9.91K | 1.36% | 26 |
|
|
2015
Q3 | $1M | Hold |
16,425
| – | – | 1.27% | 29 |
|
|
2015
Q2 | $1.11M | Hold |
16,425
| – | – | 1.12% | 31 |
|
|
2015
Q1 | $995K | Hold |
16,425
| – | – | 1.01% | 35 |
|
|
2014
Q4 | $1.03M | Sell |
16,425
-600
| -4% | -$37.6K | 1.03% | 33 |
|
|
2014
Q3 | $1.03M | Buy |
+17,025
| New | +$1.03M | 1.04% | 34 |
|