SIA
SkyView Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-548
| Closed | -$79K | – | 326 |
|
|
2023
Q3 | $79K | Sell |
548
-15,559
| -97% | -$2.24M | 0.03% | 274 |
|
|
2023
Q2 | $2.34M | Buy |
16,107
+2
| +0% | +$291 | 0.58% | 38 |
|
|
2023
Q1 | $2.1M | Sell |
16,105
-188
| -1% | -$24.5K | 0.49% | 47 |
|
|
2022
Q4 | $2.19M | Sell |
16,293
-2,070
| -11% | -$278K | 0.66% | 32 |
|
|
2022
Q3 | $1.92M | Buy |
18,363
+380
| +2% | +$39.7K | 0.56% | 42 |
|
|
2022
Q2 | $2.03M | Buy |
17,983
+90
| +0.5% | +$10.1K | 0.53% | 36 |
|
|
2022
Q1 | $2.22M | Sell |
17,893
-170
| -0.9% | -$21.1K | 0.52% | 36 |
|
|
2021
Q4 | $2.86M | Buy |
18,063
+413
| +2% | +$65.4K | 0.64% | 35 |
|
|
2021
Q3 | $2.89M | Sell |
17,650
-825
| -4% | -$135K | 0.81% | 29 |
|
|
2021
Q2 | $2.81M | Hold |
18,475
| – | – | 1.31% | 22 |
|
|
2021
Q1 | $2.81M | Buy |
18,475
+236
| +1% | +$35.9K | 1.25% | 23 |
|
|
2020
Q4 | $2.32M | Buy |
+18,239
| New | +$2.32M | 1.09% | 30 |
|