Sit Investment Associates’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 | $34.7M | Buy |
119,731
+3,715
| +3% | +$1.08M | 0.74% | 29 |
|
|
2025
Q1 | $28.5M | Buy |
116,016
+10,214
| +10% | +$2.51M | 0.67% | 33 |
|
|
2024
Q4 | $25.4M | Sell |
105,802
-18,073
| -15% | -$4.33M | 0.58% | 39 |
|
|
2024
Q3 | $26.1M | Sell |
123,875
-26,410
| -18% | -$5.57M | 0.58% | 45 |
|
|
2024
Q2 | $30.4M | Sell |
150,285
-6,915
| -4% | -$1.4M | 0.7% | 32 |
|
|
2024
Q1 | $31.5M | Sell |
157,200
-8,385
| -5% | -$1.68M | 0.72% | 28 |
|
|
2023
Q4 | $28.2M | Buy |
165,585
+2,236
| +1% | +$380K | 0.69% | 28 |
|
|
2023
Q3 | $23.7M | Buy |
163,349
+13,340
| +9% | +$1.93M | 0.65% | 35 |
|
|
2023
Q2 | $21.8M | Buy |
150,009
+64,945
| +76% | +$9.45M | 0.57% | 42 |
|
|
2023
Q1 | $11.1M | Sell |
85,064
-1,452
| -2% | -$189K | 0.3% | 100 |
|
|
2022
Q4 | $11.6M | Buy |
86,516
+1,168
| +1% | +$157K | 0.33% | 91 |
|
|
2022
Q3 | $8.92M | Sell |
85,348
-3,945
| -4% | -$412K | 0.27% | 109 |
|
|
2022
Q2 | $10.1M | Sell |
89,293
-4,355
| -5% | -$490K | 0.31% | 93 |
|
|
2022
Q1 | $12.8M | Sell |
93,648
-96,258
| -51% | -$13.1M | 0.34% | 90 |
|
|
2021
Q4 | $30.1M | Buy |
189,906
+6,095
| +3% | +$965K | 0.71% | 27 |
|
|
2021
Q3 | $30.1M | Sell |
183,811
-3,225
| -2% | -$528K | 0.78% | 26 |
|
|
2021
Q2 | $29.1M | Buy |
187,036
+5,260
| +3% | +$818K | 0.72% | 27 |
|
|
2021
Q1 | $27.7M | Sell |
181,776
-707
| -0.4% | -$108K | 0.72% | 26 |
|
|
2020
Q4 | $23.2M | Sell |
182,483
-6,630
| -4% | -$842K | 0.63% | 33 |
|
|
2020
Q3 | $18.2M | Sell |
189,113
-900
| -0.5% | -$86.6K | 0.54% | 46 |
|
|
2020
Q2 | $17.9M | Buy |
190,013
+125
| +0.1% | +$11.8K | 0.56% | 43 |
|
|
2020
Q1 | $17.1M | Sell |
189,888
-46,410
| -20% | -$4.18M | 0.65% | 34 |
|
|
2019
Q4 | $32.9M | Sell |
236,298
-9,725
| -4% | -$1.36M | 0.94% | 21 |
|
|
2019
Q3 | $29M | Buy |
246,023
+2,775
| +1% | +$327K | 0.89% | 21 |
|
|
2019
Q2 | $27.2M | Sell |
243,248
-8,500
| -3% | -$950K | 0.84% | 21 |
|
|
2019
Q1 | $25.5M | Sell |
251,748
-70,515
| -22% | -$7.14M | 0.81% | 24 |
|
|
2018
Q4 | $31.5M | Sell |
322,263
-215,160
| -40% | -$21M | 1.01% | 15 |
|
|
2018
Q3 | $60.6M | Sell |
537,423
-31,742
| -6% | -$3.58M | 1.56% | 7 |
|
|
2018
Q2 | $59.3M | Sell |
569,165
-120
| -0% | -$12.5K | 1.53% | 4 |
|
|
2018
Q1 | $62.6M | Sell |
569,285
-19,985
| -3% | -$2.2M | 1.55% | 4 |
|
|
2017
Q4 | $63M | Sell |
589,270
-53,744
| -8% | -$5.75M | 1.5% | 7 |
|
|
2017
Q3 | $61.4M | Sell |
643,014
-48,883
| -7% | -$4.67M | 1.53% | 6 |
|
|
2017
Q2 | $63.2M | Buy |
691,897
+10,802
| +2% | +$987K | 1.56% | 4 |
|
|
2017
Q1 | $59.8M | Buy |
681,095
+61,420
| +10% | +$5.4M | 1.49% | 3 |
|
|
2016
Q4 | $53.5M | Sell |
619,675
-44,395
| -7% | -$3.83M | 1.4% | 5 |
|
|
2016
Q3 | $44.2M | Buy |
664,070
+60,170
| +10% | +$4.01M | 1.17% | 15 |
|
|
2016
Q2 | $37.5M | Sell |
603,900
-455,505
| -43% | -$28.3M | 0.99% | 19 |
|
|
2016
Q1 | $62.7M | Sell |
1,059,405
-322,250
| -23% | -$19.1M | 1.15% | 16 |
|
|
2015
Q4 | $91.2M | Sell |
1,381,655
-109,000
| -7% | -$7.2M | 1.71% | 5 |
|
|
2015
Q3 | $90.9M | Buy |
1,490,655
+129,775
| +10% | +$7.91M | 1.7% | 6 |
|
|
2015
Q2 | $92.2M | Sell |
1,360,880
-141,290
| -9% | -$9.57M | 1.69% | 7 |
|
|
2015
Q1 | $91M | Sell |
1,502,170
-69,590
| -4% | -$4.22M | 1.58% | 9 |
|
|
2014
Q4 | $98.4M | Sell |
1,571,760
-7,482
| -0.5% | -$468K | 1.63% | 9 |
|
|
2014
Q3 | $95.1M | Sell |
1,579,242
-30,095
| -2% | -$1.81M | 1.66% | 7 |
|
|
2014
Q2 | $92.7M | Buy |
1,609,337
+46,047
| +3% | +$2.65M | 1.58% | 5 |
|
|
2014
Q1 | $94.9M | Buy |
1,563,290
+30,500
| +2% | +$1.85M | 1.67% | 4 |
|
|
2013
Q4 | $89.6M | Buy |
1,532,790
+47,525
| +3% | +$2.78M | 1.59% | 4 |
|
|
2013
Q3 | $76.8M | Buy |
1,485,265
+140,240
| +10% | +$7.25M | 1.47% | 6 |
|
|
2013
Q2 | $71M | Buy |
+1,345,025
| New | +$71M | 1.44% | 8 |
|