SIC
SJS Investment Consulting’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
1,991
-181
| -8% | -$52.5K | 0.09% | 50 |
|
|
2025
Q1 | $533K | Buy |
2,172
+8
| +0.4% | +$1.96K | 0.09% | 50 |
|
|
2024
Q4 | $519K | Sell |
2,164
-597
| -22% | -$143K | 0.09% | 51 |
|
|
2024
Q3 | $582K | Buy |
2,761
+146
| +6% | +$30.8K | 0.1% | 46 |
|
|
2024
Q2 | $529K | Hold |
2,615
| – | – | 0.1% | 46 |
|
|
2024
Q1 | $524K | Buy |
2,615
+281
| +12% | +$56.3K | 0.1% | 47 |
|
|
2023
Q4 | $397K | Sell |
2,334
-157
| -6% | -$26.7K | 0.09% | 51 |
|
|
2023
Q3 | $361K | Buy |
2,491
+273
| +12% | +$39.6K | 0.09% | 50 |
|
|
2023
Q2 | $323K | Sell |
2,218
-64
| -3% | -$9.31K | 0.08% | 56 |
|
|
2023
Q1 | $297K | Buy |
2,282
+32
| +1% | +$4.17K | 0.08% | 57 |
|
|
2022
Q4 | $302K | Sell |
2,250
-958
| -30% | -$128K | 0.09% | 59 |
|
|
2022
Q3 | $335K | Buy |
+3,208
| New | +$335K | 0.11% | 52 |
|
|
2022
Q1 | $311K | Buy |
2,283
+29
| +1% | +$3.95K | 0.1% | 69 |
|
|
2021
Q4 | $357K | Buy |
+2,254
| New | +$357K | 0.11% | 60 |
|