SIG
Sky Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
10,180
+75
| +0.7% | +$21.7K | 0.52% | 57 |
|
|
2025
Q1 | $2.48M | Buy |
10,105
+372
| +4% | +$91.3K | 0.46% | 60 |
|
|
2024
Q4 | $2.33M | Buy |
9,733
+15
| +0.2% | +$3.6K | 0.43% | 63 |
|
|
2024
Q3 | $2.05M | Sell |
9,718
-63
| -0.6% | -$13.3K | 0.37% | 66 |
|
|
2024
Q2 | $1.98M | Buy |
9,781
+39
| +0.4% | +$7.89K | 0.38% | 66 |
|
|
2024
Q1 | $1.95M | Sell |
9,742
-628
| -6% | -$126K | 0.38% | 68 |
|
|
2023
Q4 | $1.76M | Sell |
10,370
-17
| -0.2% | -$2.89K | 0.37% | 70 |
|
|
2023
Q3 | $1.51M | Sell |
10,387
-19
| -0.2% | -$2.76K | 0.34% | 70 |
|
|
2023
Q2 | $1.51M | Sell |
10,406
-240
| -2% | -$34.9K | 0.33% | 70 |
|
|
2023
Q1 | $1.39M | Buy |
10,646
+10
| +0.1% | +$1.3K | 0.32% | 73 |
|
|
2022
Q4 | $1.43M | Buy |
10,636
+87
| +0.8% | +$11.7K | 0.34% | 71 |
|
|
2022
Q3 | $1.1M | Buy |
10,549
+1,362
| +15% | +$142K | 0.29% | 73 |
|
|
2022
Q2 | $1.04M | Buy |
9,187
+314
| +4% | +$35.4K | 0.25% | 77 |
|
|
2022
Q1 | $1.21M | Buy |
8,873
+945
| +12% | +$129K | 0.26% | 77 |
|
|
2021
Q4 | $1.26M | Sell |
7,928
-25
| -0.3% | -$3.96K | 0.25% | 79 |
|
|
2021
Q3 | $1.3M | Buy |
7,953
+429
| +6% | +$70.2K | 0.29% | 76 |
|
|
2021
Q2 | $1.17M | Buy |
7,524
+785
| +12% | +$122K | 0.26% | 77 |
|
|
2021
Q1 | $1.03M | Sell |
6,739
-19
| -0.3% | -$2.89K | 0.25% | 76 |
|
|
2020
Q4 | $859K | Buy |
6,758
+217
| +3% | +$27.6K | 0.22% | 81 |
|
|
2020
Q3 | $630K | Buy |
6,541
+2,120
| +48% | +$204K | 0.17% | 84 |
|
|
2020
Q2 | $416K | Buy |
4,421
+1,028
| +30% | +$96.7K | 0.14% | 80 |
|
|
2020
Q1 | $305K | Buy |
3,393
+369
| +12% | +$33.2K | 0.12% | 81 |
|
|
2019
Q4 | $422K | Buy |
3,024
+6
| +0.2% | +$837 | 0.14% | 82 |
|
|
2019
Q3 | $355K | Buy |
3,018
+25
| +0.8% | +$2.94K | 0.12% | 85 |
|
|
2019
Q2 | $335K | Buy |
2,993
+200
| +7% | +$22.4K | 0.12% | 87 |
|
|
2019
Q1 | $283K | Buy |
2,793
+15
| +0.5% | +$1.52K | 0.1% | 90 |
|
|
2018
Q4 | $271K | Buy |
2,778
+354
| +15% | +$34.5K | 0.11% | 87 |
|
|
2018
Q3 | $274K | Buy |
2,424
+154
| +7% | +$17.4K | 0.1% | 90 |
|
|
2018
Q2 | $237K | Hold |
2,270
| – | – | 0.1% | 91 |
|
|
2018
Q1 | $250K | Hold |
2,270
| – | – | 0.1% | 90 |
|
|
2017
Q4 | $243K | Sell |
2,270
-51
| -2% | -$5.46K | 0.1% | 88 |
|
|
2017
Q3 | $222K | Sell |
2,321
-25
| -1% | -$2.39K | 0.09% | 89 |
|
|
2017
Q2 | $214K | Hold |
2,346
| – | – | 0.09% | 90 |
|
|
2017
Q1 | $206K | Sell |
2,346
-81
| -3% | -$7.11K | 0.09% | 88 |
|
|
2016
Q4 | $209K | Sell |
2,427
-929
| -28% | -$80K | 0.1% | 89 |
|
|
2016
Q3 | $223K | Hold |
3,356
| – | – | 0.1% | 86 |
|
|
2016
Q2 | $209K | Sell |
3,356
-755
| -18% | -$47K | 0.1% | 85 |
|
|
2016
Q1 | $243K | Sell |
4,111
-734
| -15% | -$43.4K | 0.12% | 77 |
|
|
2015
Q4 | $320K | Hold |
4,845
| – | – | 0.16% | 71 |
|
|
2015
Q3 | $295K | Hold |
4,845
| – | – | 0.16% | 70 |
|
|
2015
Q2 | $328K | Hold |
4,845
| – | – | 0.17% | 72 |
|
|
2015
Q1 | $294K | Buy |
4,845
+87
| +2% | +$5.28K | 0.16% | 70 |
|
|
2014
Q4 | $298K | Sell |
4,758
-50
| -1% | -$3.13K | 0.16% | 71 |
|
|
2014
Q3 | $290K | Buy |
+4,808
| New | +$290K | 0.16% | 68 |
|
|
2014
Q2 | – | Sell |
-4,808
| Closed | -$292K | – | 75 |
|
|
2014
Q1 | $292K | Hold |
4,808
| – | – | 0.16% | 68 |
|
|
2013
Q4 | $281K | Buy |
+4,808
| New | +$281K | 0.16% | 64 |
|