SA
Skyline Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
1,086
-28
| -3% | -$8.12K | 0.12% | 74 |
|
|
2025
Q1 | $273K | Sell |
1,114
-299
| -21% | -$73.4K | 0.11% | 75 |
|
|
2024
Q4 | $339K | Sell |
1,413
-421
| -23% | -$101K | 0.13% | 64 |
|
|
2024
Q3 | $387K | Buy |
1,834
+28
| +2% | +$5.9K | 0.16% | 58 |
|
|
2024
Q2 | $365K | Sell |
1,806
-250
| -12% | -$50.6K | 0.16% | 57 |
|
|
2024
Q1 | $412K | Buy |
2,056
+1
| +0% | +$200 | 0.18% | 48 |
|
|
2023
Q4 | $350K | Buy |
+2,055
| New | +$350K | 0.17% | 53 |
|