Snider Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Sell |
17,364
-95
| -0.5% | -$27.5K | 1.45% | 20 |
|
|
2025
Q1 | $4.28M | Sell |
17,459
-684
| -4% | -$168K | 1.39% | 20 |
|
|
2024
Q4 | $4.35M | Sell |
18,143
-30
| -0.2% | -$7.19K | 1.35% | 20 |
|
|
2024
Q3 | $3.83M | Sell |
18,173
-149
| -0.8% | -$31.4K | 1.4% | 26 |
|
|
2024
Q2 | $3.71M | Sell |
18,322
-121
| -0.7% | -$24.5K | 1.43% | 26 |
|
|
2024
Q1 | $3.69M | Buy |
18,443
+160
| +0.9% | +$32K | 1.54% | 22 |
|
|
2023
Q4 | $3.11M | Buy |
18,283
+624
| +4% | +$106K | 1.43% | 26 |
|
|
2023
Q3 | $2.56M | Buy |
17,659
+233
| +1% | +$33.8K | 1.24% | 26 |
|
|
2023
Q2 | $2.53M | Sell |
17,426
-288
| -2% | -$41.9K | 1.21% | 25 |
|
|
2023
Q1 | $2.31M | Buy |
17,714
+15,876
| +864% | +$2.07M | 1.23% | 27 |
|
|
2022
Q4 | $246K | Sell |
1,838
-491
| -21% | -$65.8K | 0.14% | 49 |
|
|
2022
Q3 | $263K | Sell |
2,329
-216
| -8% | -$24.4K | 0.14% | 48 |
|
|
2022
Q2 | $287K | Sell |
2,545
-60
| -2% | -$6.77K | 0.16% | 48 |
|
|
2022
Q1 | $355K | Sell |
2,605
-124
| -5% | -$16.9K | 0.16% | 49 |
|
|
2021
Q4 | $441K | Buy |
2,729
+79
| +3% | +$12.8K | 0.19% | 48 |
|
|
2021
Q3 | $450K | Sell |
2,650
-16
| -0.6% | -$2.72K | 0.2% | 47 |
|
|
2021
Q2 | $405K | Buy |
+2,666
| New | +$405K | 0.19% | 47 |
|