SDH
Sloy Dahl & Holst’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
2,564
-55
| -2% | -$15.9K | 0.1% | 49 |
|
|
2025
Q1 | $642K | Hold |
2,619
| – | – | 0.11% | 52 |
|
|
2024
Q4 | $628K | Buy |
2,619
+20
| +0.8% | +$4.79K | 0.08% | 52 |
|
|
2024
Q3 | $548K | Buy |
2,599
+35
| +1% | +$7.38K | 0.09% | 47 |
|
|
2024
Q2 | $519K | Hold |
2,564
| – | – | 0.11% | 45 |
|
|
2024
Q1 | $514K | Hold |
2,564
| – | – | 0.12% | 46 |
|
|
2023
Q4 | $436K | Sell |
2,564
-19
| -0.7% | -$3.23K | 0.09% | 56 |
|
|
2023
Q3 | $375K | Hold |
2,583
| – | – | 0.08% | 54 |
|
|
2023
Q2 | $376K | Hold |
2,583
| – | – | 0.07% | 52 |
|
|
2023
Q1 | $337K | Hold |
2,583
| – | – | 0.08% | 46 |
|
|
2022
Q4 | $346K | Sell |
2,583
-397
| -13% | -$53.2K | 0.12% | 43 |
|
|
2022
Q3 | $311K | Hold |
2,980
| – | – | 0.07% | 56 |
|
|
2022
Q2 | $336K | Hold |
2,980
| – | – | 0.08% | 51 |
|
|
2022
Q1 | $406K | Sell |
2,980
-546
| -15% | -$74.4K | 0.07% | 47 |
|
|
2021
Q4 | $577K | Hold |
3,526
| – | – | 0.12% | 43 |
|
|
2021
Q3 | $577K | Buy |
3,526
+397
| +13% | +$65K | 0.12% | 43 |
|
|
2021
Q2 | $486K | Sell |
3,129
-697
| -18% | -$108K | 0.07% | 41 |
|
|
2021
Q1 | $582K | Buy |
+3,826
| New | +$582K | 0.08% | 36 |
|