SIS
Sound Income Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
11,246
+387
| +4% | +$112K | 0.19% | 104 |
|
|
2025
Q1 | $2.66M | Buy |
10,859
+2,661
| +32% | +$653K | 0.16% | 112 |
|
|
2024
Q4 | $1.97M | Sell |
8,198
-600
| -7% | -$144K | 0.12% | 117 |
|
|
2024
Q3 | $1.86M | Buy |
8,798
+542
| +7% | +$114K | 0.12% | 118 |
|
|
2024
Q2 | $1.67M | Sell |
8,256
-63
| -0.8% | -$12.7K | 0.1% | 118 |
|
|
2024
Q1 | $1.67M | Buy |
8,319
+559
| +7% | +$112K | 0.12% | 112 |
|
|
2023
Q4 | $1.32M | Buy |
7,760
+1,112
| +17% | +$189K | 0.11% | 110 |
|
|
2023
Q3 | $964K | Buy |
6,648
+856
| +15% | +$124K | 0.08% | 104 |
|
|
2023
Q2 | $842K | Buy |
5,792
+236
| +4% | +$34.3K | 0.09% | 101 |
|
|
2023
Q1 | $724K | Sell |
5,556
-56
| -1% | -$7.3K | 0.08% | 102 |
|
|
2022
Q4 | $753K | Buy |
5,612
+1,236
| +28% | +$166K | 0.1% | 92 |
|
|
2022
Q3 | $457K | Buy |
4,376
+180
| +4% | +$18.8K | 0.07% | 99 |
|
|
2022
Q2 | $472K | Buy |
4,196
+787
| +23% | +$88.5K | 0.06% | 105 |
|
|
2022
Q1 | $465K | Sell |
3,409
-39
| -1% | -$5.32K | 0.05% | 108 |
|
|
2021
Q4 | $546K | Buy |
3,448
+123
| +4% | +$19.5K | 0.06% | 109 |
|
|
2021
Q3 | $544K | Buy |
3,325
+257
| +8% | +$42K | 0.07% | 108 |
|
|
2021
Q2 | $477K | Buy |
3,068
+1,365
| +80% | +$212K | 0.07% | 109 |
|
|
2021
Q1 | $259K | Sell |
1,703
-1,223
| -42% | -$186K | 0.04% | 116 |
|
|
2020
Q4 | $372K | Buy |
2,926
+1,339
| +84% | +$170K | 0.08% | 98 |
|
|
2020
Q3 | $153K | Sell |
1,587
-90
| -5% | -$8.68K | 0.04% | 102 |
|
|
2020
Q2 | $158K | Buy |
1,677
+164
| +11% | +$15.5K | 0.05% | 77 |
|
|
2020
Q1 | $136K | Buy |
1,513
+1,010
| +201% | +$90.8K | 0.05% | 73 |
|
|
2019
Q4 | $70K | Buy |
503
+52
| +12% | +$7.24K | 0.02% | 103 |
|
|
2019
Q3 | $53K | Sell |
451
-59
| -12% | -$6.93K | 0.02% | 108 |
|
|
2019
Q2 | $57K | Buy |
510
+285
| +127% | +$31.9K | 0.02% | 109 |
|
|
2019
Q1 | $23K | Sell |
225
-6
| -3% | -$613 | 0.01% | 209 |
|
|
2018
Q4 | $23K | Buy |
231
+28
| +14% | +$2.79K | 0.01% | 216 |
|
|
2018
Q3 | $23K | Buy |
203
+11
| +6% | +$1.25K | 0.01% | 224 |
|
|
2018
Q2 | $20K | Buy |
192
+4
| +2% | +$417 | 0.01% | 218 |
|
|
2018
Q1 | $21K | Sell |
188
-35
| -16% | -$3.91K | 0.01% | 192 |
|
|
2017
Q4 | $25K | Buy |
+223
| New | +$25K | 0.02% | 127 |
|