SIG
Spinnaker Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
4,907
-214
| -4% | -$62K | 0.33% | 24 |
|
|
2025
Q1 | $1.26M | Buy |
5,121
+72
| +1% | +$17.7K | 0.28% | 31 |
|
|
2024
Q4 | $1.21M | Buy |
5,049
+152
| +3% | +$36.4K | 0.29% | 31 |
|
|
2024
Q3 | $1.03M | Buy |
4,897
+76
| +2% | +$16K | 0.25% | 34 |
|
|
2024
Q2 | $975K | Sell |
4,821
-431
| -8% | -$87.2K | 0.27% | 31 |
|
|
2024
Q1 | $1.05M | Sell |
5,252
-1,299
| -20% | -$260K | 0.3% | 29 |
|
|
2023
Q4 | $1.11M | Sell |
6,551
-556
| -8% | -$94.6K | 0.34% | 28 |
|
|
2023
Q3 | $1.03M | Sell |
7,107
-231
| -3% | -$33.5K | 0.35% | 30 |
|
|
2023
Q2 | $1.07M | Sell |
7,338
-502
| -6% | -$73K | 0.35% | 31 |
|
|
2023
Q1 | $1.02M | Buy |
7,840
+64
| +0.8% | +$8.34K | 0.36% | 27 |
|
|
2022
Q4 | $1.04M | Buy |
7,776
+173
| +2% | +$23.2K | 0.37% | 28 |
|
|
2022
Q3 | $794K | Sell |
7,603
-73
| -1% | -$7.62K | 0.31% | 28 |
|
|
2022
Q2 | $864K | Sell |
7,676
-1,112
| -13% | -$125K | 0.35% | 26 |
|
|
2022
Q1 | $1.24M | Sell |
8,788
-35
| -0.4% | -$4.94K | 0.4% | 27 |
|
|
2021
Q4 | $1.31M | Buy |
+8,823
| New | +$1.31M | 0.46% | 26 |
|