SA
SRN Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
704
-3,126
| -82% | -$906K | 0.19% | 98 |
|
|
2025
Q1 | $939K | Sell |
3,830
-1,783
| -32% | -$437K | 1.06% | 28 |
|
|
2024
Q4 | $1.35M | Buy |
5,613
+2,400
| +75% | +$575K | 1.2% | 24 |
|
|
2024
Q3 | $677K | Sell |
3,213
-1,703
| -35% | -$359K | 0.6% | 81 |
|
|
2024
Q2 | $994K | Sell |
4,916
-3,470
| -41% | -$702K | 0.83% | 54 |
|
|
2024
Q1 | $1.68M | Buy |
8,386
+748
| +10% | +$150K | 1.31% | 19 |
|
|
2023
Q4 | $1.3M | Buy |
7,638
+2,881
| +61% | +$490K | 1.17% | 31 |
|
|
2023
Q3 | $690K | Sell |
4,757
-3,144
| -40% | -$456K | 0.68% | 78 |
|
|
2023
Q2 | $1.15M | Sell |
7,901
-2,948
| -27% | -$429K | 1.02% | 42 |
|
|
2023
Q1 | $1.4M | Sell |
10,849
-2,343
| -18% | -$302K | 1.28% | 22 |
|
|
2022
Q4 | $1.77M | Sell |
13,192
-5,432
| -29% | -$728K | 1.75% | 9 |
|
|
2022
Q3 | $1.95M | Sell |
18,624
-392
| -2% | -$41K | 1.63% | 11 |
|
|
2022
Q2 | $2.14M | Sell |
19,016
-6,402
| -25% | -$721K | 1.49% | 15 |
|
|
2022
Q1 | $3.46M | Sell |
25,418
-4,939
| -16% | -$673K | 1.53% | 17 |
|
|
2021
Q4 | $4.81M | Sell |
30,357
-1,103
| -4% | -$175K | 1.73% | 10 |
|
|
2021
Q3 | $5.15M | Sell |
31,460
-1,527
| -5% | -$250K | 2.39% | 7 |
|
|
2021
Q2 | $5.13M | Buy |
32,987
+3,409
| +12% | +$530K | 1.75% | 17 |
|
|
2021
Q1 | $4.5M | Buy |
29,578
+4,067
| +16% | +$619K | 1.61% | 18 |
|
|
2020
Q4 | $3.2M | Buy |
+25,511
| New | +$3.2M | 1.57% | 9 |
|