SA
SRH Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Hold |
57,220
| – | – | 5.05% | 4 |
|
|
2025
Q1 | $14M | Hold |
57,220
| – | – | 4.33% | 4 |
|
|
2024
Q4 | $13.7M | Sell |
57,220
-20
| -0% | -$4.79K | 4.07% | 4 |
|
|
2024
Q3 | $12.1M | Hold |
57,240
| – | – | 3.66% | 4 |
|
|
2024
Q2 | $11.6M | Hold |
57,240
| – | – | 3.88% | 4 |
|
|
2024
Q1 | $11.5M | Hold |
57,240
| – | – | 3.63% | 4 |
|
|
2023
Q4 | $9.74M | Hold |
57,240
| – | – | 3.4% | 4 |
|
|
2023
Q3 | $8.3M | Sell |
57,240
-200
| -0.3% | -$29K | 4.05% | 3 |
|
|
2023
Q2 | $7.49M | Hold |
57,440
| – | – | 3.99% | 3 |
|
|
2023
Q1 | $7.49M | Hold |
57,440
| – | – | 3.99% | 3 |
|
|
2022
Q4 | $7.7M | Sell |
57,440
-76
| -0.1% | -$10.2K | 4.27% | 3 |
|
|
2022
Q3 | $6.01M | Buy |
57,516
+25
| +0% | +$2.61K | 7.82% | 2 |
|
|
2022
Q2 | $6.47M | Buy |
57,491
+26,004
| +83% | +$2.93M | 7.98% | 2 |
|
|
2022
Q1 | $4.29M | Buy |
31,487
+3
| +0% | +$409 | 4.76% | 3 |
|
|
2021
Q4 | $4.99M | Buy |
31,484
+4
| +0% | +$633 | 5.66% | 3 |
|
|
2021
Q3 | $5.15M | Buy |
31,480
+3
| +0% | +$491 | 6.27% | 2 |
|
|
2021
Q2 | $4.9M | Buy |
31,477
+3
| +0% | +$467 | 6.1% | 2 |
|
|
2021
Q1 | $4.79M | Sell |
31,474
-397
| -1% | -$60.4K | 6.82% | 2 |
|
|
2020
Q4 | $4.05M | Buy |
31,871
+412
| +1% | +$52.4K | 6.7% | 2 |
|
|
2020
Q3 | $3.03M | Sell |
31,459
-104
| -0.3% | -$10K | 5.83% | 2 |
|
|
2020
Q2 | $2.97M | Buy |
31,563
+705
| +2% | +$66.3K | 7.38% | 2 |
|
|
2020
Q1 | $2.78M | Buy |
30,858
+27,500
| +819% | +$2.48M | 7.72% | 2 |
|
|
2019
Q4 | $468K | Hold |
3,358
| – | – | 1.5% | 15 |
|
|
2019
Q3 | $395K | Hold |
3,358
| – | – | 1.33% | 15 |
|
|
2019
Q2 | $375K | Hold |
3,358
| – | – | 1.28% | 16 |
|
|
2019
Q1 | $340K | Buy |
3,358
+2,000
| +147% | +$203K | 1.21% | 17 |
|
|
2018
Q4 | $133K | Buy |
1,358
+800
| +143% | +$78.4K | 0.51% | 46 |
|
|
2018
Q3 | $63K | Hold |
558
| – | – | 0.22% | 74 |
|
|
2018
Q2 | $58K | Hold |
558
| – | – | 0.22% | 76 |
|
|
2018
Q1 | $61K | Hold |
558
| – | – | 0.24% | 70 |
|
|
2017
Q4 | $60K | Hold |
558
| – | – | 0.24% | 70 |
|
|
2017
Q3 | $53K | Hold |
558
| – | – | 0.22% | 72 |
|
|
2017
Q2 | $51K | Hold |
558
| – | – | 0.24% | 65 |
|
|
2017
Q1 | $49K | Hold |
558
| – | – | 0.23% | 66 |
|
|
2016
Q4 | $48K | Hold |
558
| – | – | 0.24% | 67 |
|
|
2016
Q3 | $37K | Hold |
558
| – | – | 0.19% | 71 |
|
|
2016
Q2 | $35K | Sell |
558
-187
| -25% | -$11.7K | 0.19% | 71 |
|
|
2016
Q1 | $44K | Hold |
745
| – | – | 0.24% | 61 |
|
|
2015
Q4 | $49K | Hold |
745
| – | – | 0.29% | 58 |
|
|
2015
Q3 | $45K | Hold |
745
| – | – | 0.26% | 56 |
|
|
2015
Q2 | $50K | Hold |
745
| – | – | 0.32% | 50 |
|
|
2015
Q1 | $45K | Hold |
745
| – | – | 0.3% | 49 |
|
|
2014
Q4 | $47K | Hold |
745
| – | – | 0.32% | 50 |
|
|
2014
Q3 | $45K | Hold |
745
| – | – | 0.35% | 47 |
|
|
2014
Q2 | $43K | Hold |
745
| – | – | 0.34% | 45 |
|
|
2014
Q1 | $45K | Hold |
745
| – | – | 0.36% | 45 |
|
|
2013
Q4 | $44K | Buy |
+745
| New | +$44K | 0.43% | 45 |
|