SpiderRock Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$42.4M	Buy	200,974 +51,791	+35%	+$10.9M	0.67%	18
2024 Q2	$30.2M	Sell	149,183 -161	-0.1%	-$32.6K	0.61%	23
2024 Q1	$28.8M	Buy	+149,344	New	+$28.8M	0.72%	19
2023 Q4	–	Hold	0	–	–	–	87
2023 Q2	–	Hold	0	–	–	–	78
2023 Q1	–	Hold	0	–	–	–	74
2022 Q3	–	Hold	0	–	–	–	78
2022 Q2	–	Hold	0	–	–	–	76
2022 Q1	–	Hold	0	–	–	–	69
2021 Q3	–	Hold	0	–	–	–	68
2021 Q2	–	Hold	0	–	–	–	73
2021 Q1	–	Hold	0	–	–	–	73
2020 Q4	–	Hold	0	–	–	–	72
2020 Q3	–	Hold	0	–	–	–	72
2020 Q2	–	Hold	0	–	–	–	71
2020 Q1	–	Hold	0	–	–	–	67
2019 Q4	–	Hold	0	–	–	–	64
2019 Q3	–	Hold	0	–	–	–	52
2019 Q2	–	Hold	0	–	–	–	42
2019 Q1	–	Hold	0	–	–	–	32
2017 Q4	–	Hold	0	–	–	–	157
2017 Q3	–	Hold	0	–	–	–	26
2017 Q2	–	Hold	0	–	–	–	276
2017 Q1	–	Hold	0	–	–	–	20