SAM
SP Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
3,190
+54
| +2% | +$15.7K | 0.08% | 82 |
|
|
2025
Q1 | $769K | Buy |
3,136
+19
| +0.6% | +$4.66K | 0.07% | 81 |
|
|
2024
Q4 | $747K | Buy |
3,117
+11
| +0.4% | +$2.64K | 0.06% | 84 |
|
|
2024
Q3 | $655K | Buy |
3,106
+10
| +0.3% | +$2.11K | 0.05% | 83 |
|
|
2024
Q2 | $626K | Buy |
3,096
+680
| +28% | +$138K | 0.06% | 84 |
|
|
2024
Q1 | $484K | Buy |
2,416
+8
| +0.3% | +$1.6K | 0.05% | 88 |
|
|
2023
Q4 | $410K | Buy |
2,408
+9
| +0.4% | +$1.53K | 0.04% | 90 |
|
|
2023
Q3 | $348K | Buy |
2,399
+7
| +0.3% | +$1.02K | 0.04% | 92 |
|
|
2023
Q2 | $348K | Buy |
2,392
+213
| +10% | +$31K | 0.04% | 92 |
|
|
2023
Q1 | $284K | Sell |
2,179
-203
| -9% | -$26.4K | 0.03% | 97 |
|
|
2022
Q4 | $319K | Buy |
2,382
+134
| +6% | +$18K | 0.04% | 93 |
|
|
2022
Q3 | $235K | Buy |
2,248
+9
| +0.4% | +$941 | 0.03% | 100 |
|
|
2022
Q2 | $252K | Sell |
2,239
-116
| -5% | -$13.1K | 0.03% | 102 |
|
|
2022
Q1 | $321K | Buy |
2,355
+47
| +2% | +$6.41K | 0.03% | 102 |
|
|
2021
Q4 | $349K | Buy |
2,308
+91
| +4% | +$13.8K | 0.03% | 102 |
|
|
2021
Q3 | $372K | Buy |
2,217
+6
| +0.3% | +$1.01K | 0.04% | 102 |
|
|
2021
Q2 | $335K | Hold |
2,211
| – | – | 0.04% | 97 |
|
|
2021
Q1 | $344K | Buy |
2,211
+6
| +0.3% | +$934 | 0.04% | 89 |
|
|
2020
Q4 | $304K | Buy |
2,205
+86
| +4% | +$11.9K | 0.04% | 88 |
|
|
2020
Q3 | $221K | Sell |
2,119
-730
| -26% | -$76.1K | 0.03% | 92 |
|
|
2020
Q2 | $268K | Buy |
2,849
+239
| +9% | +$22.5K | 0.06% | 75 |
|
|
2020
Q1 | $235K | Buy |
2,610
+750
| +40% | +$67.5K | 0.06% | 71 |
|
|
2019
Q4 | $259K | Buy |
1,860
+4
| +0.2% | +$557 | 0.06% | 71 |
|
|
2019
Q3 | $218K | Buy |
1,856
+10
| +0.5% | +$1.18K | 0.06% | 74 |
|
|
2019
Q2 | $206K | Buy |
+1,846
| New | +$206K | 0.05% | 72 |
|
|
2018
Q4 | – | Sell |
-1,832
| Closed | -$210K | – | 73 |
|
|
2018
Q3 | $210K | Buy |
1,832
+1
| +0.1% | +$115 | 0.06% | 73 |
|
|
2018
Q2 | $209K | Buy |
+1,831
| New | +$209K | 0.06% | 74 |
|