Spirit of America Management Corp’s JPMorgan Chase JPM Stock Holding History

Spirit of America Management Corp’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$24K	1.06%	25
2024 Q3	$4.6M	Buy	21,792 +600	+3%	+$127K	0.92%	28
2024 Q2	$4.29M	Buy	21,192 +200	+1%	+$40.5K	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%	+$29K	0.69%	35
2023 Q2	$3.02M	Sell	20,792 -200	-1%	-$29.1K	0.68%	36
2023 Q1	$2.74M	Hold	20,992	–	–	0.61%	40
2022 Q4	$2.82M	Sell	20,992 -1,000	-5%	-$134K	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%	-$157K	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%	-$117K	0.77%	35
2021 Q1	$3.64M	Buy	23,892 +450	+2%	+$68.5K	0.86%	32
2020 Q4	$2.98M	Hold	23,442	–	–	0.75%	41
2020 Q3	$2.26M	Buy	23,442 +2,650	+13%	+$255K	0.61%	47
2020 Q2	$1.96M	Buy	20,792 +2,750	+15%	+$259K	0.5%	48
2020 Q1	$1.62M	Buy	18,042 +2,000	+12%	+$180K	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%	-$22.4K	0.27%	80
2019 Q1	$1.64M	Sell	16,242 -200	-1%	-$20.2K	0.24%	85
2018 Q4	$1.61M	Buy	16,442 +465	+3%	+$45.4K	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%	+$107K	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%	-$326K	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%	-$156K	0.46%	67
2014 Q1	$1.39M	Buy	+22,927	New	+$1.39M	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	+$1.21M	0.44%	66