SPC
Spirepoint Private Client’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
18,824
-439
| -2% | -$127K | 0.62% | 48 |
|
|
2025
Q1 | $4.73M | Sell |
19,263
-133
| -0.7% | -$32.6K | 0.62% | 47 |
|
|
2024
Q4 | $4.65M | Buy |
19,396
+2,262
| +13% | +$542K | 0.58% | 48 |
|
|
2024
Q3 | $3.61M | Sell |
17,134
-104
| -0.6% | -$21.9K | 0.48% | 52 |
|
|
2024
Q2 | $3.49M | Buy |
17,238
+3,952
| +30% | +$799K | 0.49% | 47 |
|
|
2024
Q1 | $2.66M | Buy |
+13,286
| New | +$2.66M | 0.41% | 56 |
|