SCA
Snowden Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8M | Sell |
144,061
-3,036
| -2% | -$880K | 1.23% | 10 |
|
|
2025
Q1 | $36.1M | Sell |
147,097
-78
| -0.1% | -$19.1K | 1.15% | 9 |
|
|
2024
Q4 | $35.3M | Buy |
147,175
+2,873
| +2% | +$689K | 1.1% | 12 |
|
|
2024
Q3 | $30.4M | Buy |
144,302
+1,753
| +1% | +$370K | 0.91% | 11 |
|
|
2024
Q2 | $28.8M | Buy |
142,549
+141
| +0.1% | +$28.5K | 0.86% | 12 |
|
|
2024
Q1 | $28.5M | Buy |
142,408
+14,967
| +12% | +$3M | 0.89% | 10 |
|
|
2023
Q4 | $21.7M | Sell |
127,441
-41,865
| -25% | -$7.12M | 0.83% | 10 |
|
|
2023
Q3 | $19.5M | Buy |
169,306
+21,690
| +15% | +$2.5M | 0.83% | 9 |
|
|
2023
Q2 | $21.5M | Buy |
147,616
+7,144
| +5% | +$1.04M | 0.77% | 12 |
|
|
2023
Q1 | $18.3M | Buy |
140,472
+4,358
| +3% | +$568K | 0.71% | 15 |
|
|
2022
Q4 | $18.3M | Buy |
136,114
+9,803
| +8% | +$1.31M | 0.76% | 16 |
|
|
2022
Q3 | $13.2M | Buy |
126,311
+26,634
| +27% | +$2.78M | 0.6% | 25 |
|
|
2022
Q2 | $11.2M | Buy |
99,677
+368
| +0.4% | +$41.4K | 0.5% | 32 |
|
|
2022
Q1 | $13.5M | Buy |
99,309
+43,859
| +79% | +$5.98M | 0.54% | 29 |
|
|
2021
Q4 | $8.78M | Sell |
55,450
-12,379
| -18% | -$1.96M | 0.45% | 47 |
|
|
2021
Q3 | $11.1M | Buy |
67,829
+3,986
| +6% | +$652K | 0.55% | 24 |
|
|
2021
Q2 | $9.93M | Buy |
63,843
+4,980
| +8% | +$775K | 0.5% | 34 |
|
|
2021
Q1 | $8.96M | Buy |
58,863
+10,240
| +21% | +$1.56M | 0.51% | 27 |
|
|
2020
Q4 | $6.18M | Sell |
48,623
-1,712
| -3% | -$218K | 0.41% | 58 |
|
|
2020
Q3 | $4.85M | Buy |
50,335
+7,543
| +18% | +$726K | 0.39% | 71 |
|
|
2020
Q2 | $4.03M | Buy |
42,792
+2,666
| +7% | +$251K | 0.34% | 85 |
|
|
2020
Q1 | $3.61M | Buy |
40,126
+444
| +1% | +$40K | 0.39% | 65 |
|
|
2019
Q4 | $5.53M | Buy |
39,682
+1,946
| +5% | +$271K | 0.49% | 45 |
|
|
2019
Q3 | $4.44M | Buy |
37,736
+15
| +0% | +$1.77K | 0.45% | 52 |
|
|
2019
Q2 | $4.22M | Buy |
37,721
+488
| +1% | +$54.6K | 0.43% | 58 |
|
|
2019
Q1 | $3.77M | Buy |
37,233
+1,082
| +3% | +$110K | 0.41% | 60 |
|
|
2018
Q4 | $3.53M | Buy |
36,151
+2,764
| +8% | +$270K | 0.46% | 50 |
|
|
2018
Q3 | $3.77M | Buy |
33,387
+5,242
| +19% | +$592K | 0.43% | 57 |
|
|
2018
Q2 | $2.93M | Buy |
28,145
+548
| +2% | +$57.1K | 0.38% | 68 |
|
|
2018
Q1 | $3.03M | Buy |
27,597
+2,577
| +10% | +$283K | 0.44% | 57 |
|
|
2017
Q4 | $2.68M | Sell |
25,020
-1,243
| -5% | -$133K | 0.38% | 74 |
|
|
2017
Q3 | $2.51M | Buy |
26,263
+2,430
| +10% | +$232K | 0.4% | 71 |
|
|
2017
Q2 | $2.18M | Sell |
23,833
-2,433
| -9% | -$222K | 0.41% | 77 |
|
|
2017
Q1 | $2.31M | Buy |
26,266
+2,121
| +9% | +$186K | 0.51% | 54 |
|
|
2016
Q4 | $2.08M | Sell |
24,145
-1,200
| -5% | -$104K | 0.52% | 53 |
|
|
2016
Q3 | $1.69M | Buy |
25,345
+5,411
| +27% | +$360K | 0.46% | 72 |
|
|
2016
Q2 | $1.24M | Buy |
19,934
+1,774
| +10% | +$110K | 0.38% | 90 |
|
|
2016
Q1 | $1.08M | Buy |
+18,160
| New | +$1.08M | 0.37% | 101 |
|