Spinnaker Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Buy |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $794K | Sell |
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|
2022
Q2 | $864K | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.31M | Buy |
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