SHFA
SS&H Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Buy |
105,540
+142
| +0.1% | +$41.2K | 10.22% | 1 |
|
|
2025
Q1 | $25.9M | Sell |
105,398
-1,134
| -1% | -$278K | 9.65% | 1 |
|
|
2024
Q4 | $25.5M | Hold |
106,532
| – | – | 9.3% | 1 |
|
|
2024
Q3 | $22.5M | Buy |
106,532
+421
| +0.4% | +$88.8K | 8.18% | 1 |
|
|
2024
Q2 | $21.5M | Buy |
106,111
+500
| +0.5% | +$101K | 8.38% | 1 |
|
|
2024
Q1 | $21.2M | Sell |
105,611
-1,275
| -1% | -$255K | 8.81% | 1 |
|
|
2023
Q4 | $18.2M | Sell |
106,886
-1
| -0% | -$170 | 7.71% | 1 |
|
|
2023
Q3 | $15.5M | Buy |
+106,887
| New | +$15.5M | 7.26% | 1 |
|
|
2023
Q1 | $14.1M | Buy |
107,820
+4,534
| +4% | +$591K | 6.44% | 1 |
|
|
2022
Q4 | $13.9M | Hold |
103,286
| – | – | 6.6% | 1 |
|
|
2022
Q3 | $10.8M | Hold |
103,286
| – | – | 5.58% | 2 |
|
|
2022
Q2 | $11.6M | Sell |
103,286
-31
| -0% | -$3.49K | 5.37% | 3 |
|
|
2022
Q1 | $14.1M | Buy |
+103,317
| New | +$14.1M | 5.51% | 3 |
|