Spirit of America Management Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.56M | Hold |
23,092
| – | – | 1.42% | 14 |
|
|
2026
Q1 | $6.79M | Buy |
23,092
+500
| +2% | +$152K | 1.34% | 17 |
|
|
2025
Q4 | $7.28M | Buy |
22,592
+600
| +3% | +$186K | 1.54% | 10 |
|
|
2025
Q3 | $6.94M | Buy |
21,992
+100
| +0.5% | +$29.7K | 1.39% | 15 |
|
|
2025
Q2 | $6.35M | Hold |
21,892
| – | – | 1.32% | 19 |
|
|
2025
Q1 | $5.37M | Hold |
21,892
| – | – | 1.09% | 26 |
|
|
2024
Q4 | $5.25M | Buy |
21,892
+100
| +0.5% | +$23.3K | 1.06% | 25 |
|
|
2024
Q3 | $4.6M | Buy |
21,792
+600
| +3% | +$126K | 0.92% | 28 |
|
|
2024
Q2 | $4.29M | Buy |
21,192
+200
| +1% | +$39.1K | 0.87% | 28 |
|
|
2024
Q1 | $4.2M | Hold |
20,992
| – | – | 0.85% | 29 |
|
|
2023
Q4 | $3.57M | Hold |
20,992
| – | – | 0.78% | 31 |
|
|
2023
Q3 | $3.04M | Buy |
20,992
+200
| +1% | +$30K | 0.69% | 35 |
|
|
2023
Q2 | $3.02M | Sell |
20,792
-200
| -1% | -$27.5K | 0.68% | 36 |
|
|
2023
Q1 | $2.74M | Hold |
20,992
| – | – | 0.61% | 40 |
|
|
2022
Q4 | $2.82M | Sell |
20,992
-1,000
| -5% | -$127K | 0.63% | 37 |
|
|
2022
Q3 | $2.3M | Hold |
21,992
| – | – | 0.55% | 45 |
|
|
2022
Q2 | $2.48M | Hold |
21,992
| – | – | 0.56% | 46 |
|
|
2022
Q1 | $3M | Sell |
21,992
-1,150
| -5% | -$170K | 0.59% | 43 |
|
|
2021
Q4 | $3.66M | Hold |
23,142
| – | – | 0.74% | 37 |
|
|
2021
Q3 | $3.79M | Hold |
23,142
| – | – | 0.82% | 33 |
|
|
2021
Q2 | $3.6M | Sell |
23,142
-750
| -3% | -$118K | 0.77% | 35 |
|
|
2021
Q1 | $3.64M | Buy |
23,892
+450
| +2% | +$64.7K | 0.86% | 32 |
|
|
2020
Q4 | $2.98M | Hold |
23,442
| – | – | 0.75% | 41 |
|
|
2020
Q3 | $2.26M | Buy |
23,442
+2,650
| +13% | +$260K | 0.61% | 47 |
|
|
2020
Q2 | $1.96M | Buy |
20,792
+2,750
| +15% | +$261K | 0.5% | 48 |
|
|
2020
Q1 | $1.62M | Buy |
18,042
+2,000
| +12% | +$243K | 0.52% | 51 |
|
|
2019
Q4 | $2.24M | Hold |
16,042
| – | – | 0.39% | 59 |
|
|
2019
Q3 | $1.89M | Hold |
16,042
| – | – | 0.31% | 76 |
|
|
2019
Q2 | $1.79M | Sell |
16,042
-200
| -1% | -$22.1K | 0.27% | 80 |
|
|
2019
Q1 | $1.64M | Sell |
16,242
-200
| -1% | -$20.6K | 0.24% | 85 |
|
|
2018
Q4 | $1.6M | Buy |
16,442
+465
| +3% | +$49.5K | 0.25% | 83 |
|
|
2018
Q3 | $1.8M | Hold |
15,977
| – | – | 0.22% | 90 |
|
|
2018
Q2 | $1.67M | Hold |
15,977
| – | – | 0.21% | 94 |
|
|
2018
Q1 | $1.76M | Hold |
15,977
| – | – | 0.23% | 92 |
|
|
2017
Q4 | $1.71M | Buy |
15,977
+1,000
| +7% | +$101K | 0.19% | 99 |
|
|
2017
Q3 | $1.43M | Hold |
14,977
| – | – | 0.15% | 110 |
|
|
2017
Q2 | $1.37M | Hold |
14,977
| – | – | 0.15% | 109 |
|
|
2017
Q1 | $1.32M | Hold |
14,977
| – | – | 0.14% | 110 |
|
|
2016
Q4 | $1.29M | Hold |
14,977
| – | – | 0.15% | 112 |
|
|
2016
Q3 | $997K | Hold |
14,977
| – | – | 0.13% | 129 |
|
|
2016
Q2 | $931K | Sell |
14,977
-5,250
| -26% | -$328K | 0.14% | 123 |
|
|
2016
Q1 | $1.2M | Hold |
20,227
| – | – | 0.21% | 93 |
|
|
2015
Q4 | $1.34M | Hold |
20,227
| – | – | 0.26% | 87 |
|
|
2015
Q3 | $1.23M | Hold |
20,227
| – | – | 0.26% | 84 |
|
|
2015
Q2 | $1.37M | Hold |
20,227
| – | – | 0.26% | 84 |
|
|
2015
Q1 | $1.23M | Hold |
20,227
| – | – | 0.26% | 93 |
|
|
2014
Q4 | $1.27M | Hold |
20,227
| – | – | 0.32% | 81 |
|
|
2014
Q3 | $1.22M | Hold |
20,227
| – | – | 0.37% | 74 |
|
|
2014
Q2 | $1.17M | Sell |
20,227
-2,700
| -12% | -$152K | 0.46% | 67 |
|
|
2014
Q1 | $1.39M | Buy |
+22,927
| New | +$1.33M | 0.57% | 47 |
|
|
2013
Q4 | – | Sell |
-22,927
| Closed | -$1.19M | – | 139 |
|
|
2013
Q3 | $1.19M | Hold |
22,927
| – | – | 0.44% | 66 |
|
|
2013
Q2 | $1.21M | Buy |
+22,927
| New | +$1.17M | 0.44% | 66 |
|
Other funds holding JPM
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Spirit of America Management Corp's JPM Position: Q2 2026 in Review
Spirit of America Management Corp held its JPMorgan Chase (JPM) position steady in Q2 2026 at 23,092 shares worth $7.56M. The position accounts for 1.42% of the portfolio, ranked #14.
Spirit of America Management Corp first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 3,865 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Spirit of America Management Corp held 23,092 shares of JPMorgan Chase worth $7.56M as of Q2 2026.
- Spirit of America Management Corp left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 1.42% of Spirit of America Management Corp's portfolio in Q2 2026, its #14 holding.
- Spirit of America Management Corp first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- 3,865 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.