SIM
SSI Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
2,717
-923
| -25% | -$268K | 0.06% | 185 |
|
|
2025
Q1 | $893K | Sell |
3,640
-2
| -0.1% | -$491 | 0.07% | 176 |
|
|
2024
Q4 | $873K | Sell |
3,642
-5
| -0.1% | -$1.2K | 0.07% | 183 |
|
|
2024
Q3 | $769K | Sell |
3,647
-565
| -13% | -$119K | 0.06% | 190 |
|
|
2024
Q2 | $852K | Sell |
4,212
-5
| -0.1% | -$1.01K | 0.07% | 172 |
|
|
2024
Q1 | $845K | Sell |
4,217
-47
| -1% | -$9.41K | 0.06% | 171 |
|
|
2023
Q4 | $725K | Sell |
4,264
-15
| -0.4% | -$2.55K | 0.06% | 176 |
|
|
2023
Q3 | $621K | Sell |
4,279
-55
| -1% | -$7.98K | 0.05% | 166 |
|
|
2023
Q2 | $630K | Sell |
4,334
-950
| -18% | -$138K | 0.04% | 180 |
|
|
2023
Q1 | $689K | Sell |
5,284
-5,163
| -49% | -$673K | 0.05% | 180 |
|
|
2022
Q4 | $1.4M | Sell |
10,447
-6
| -0.1% | -$805 | 0.09% | 182 |
|
|
2022
Q3 | $1.09M | Buy |
10,453
+12
| +0.1% | +$1.25K | 0.07% | 188 |
|
|
2022
Q2 | $1.18M | Sell |
10,441
-180
| -2% | -$20.3K | 0.07% | 192 |
|
|
2022
Q1 | $1.45M | Sell |
10,621
-100
| -0.9% | -$13.6K | 0.08% | 183 |
|
|
2021
Q4 | $1.7M | Sell |
10,721
-30
| -0.3% | -$4.75K | 0.1% | 162 |
|
|
2021
Q3 | $1.76M | Buy |
10,751
+67
| +0.6% | +$11K | 0.11% | 170 |
|
|
2021
Q2 | $1.66M | Sell |
10,684
-41
| -0.4% | -$6.39K | 0.11% | 185 |
|
|
2021
Q1 | $1.63M | Sell |
10,725
-4
| -0% | -$609 | 0.12% | 164 |
|
|
2020
Q4 | $1.36M | Sell |
10,729
-9
| -0.1% | -$1.14K | 0.1% | 152 |
|
|
2020
Q3 | $1.03M | Sell |
10,738
-250
| -2% | -$24.1K | 0.09% | 152 |
|
|
2020
Q2 | $1.03M | Sell |
10,988
-162
| -1% | -$15.2K | 0.09% | 153 |
|
|
2020
Q1 | $1.01M | Sell |
11,150
-121
| -1% | -$10.9K | 0.09% | 159 |
|
|
2019
Q4 | $1.57M | Sell |
11,271
-65
| -0.6% | -$9.07K | 0.1% | 173 |
|
|
2019
Q3 | $1.33M | Sell |
11,336
-6
| -0.1% | -$706 | 0.1% | 177 |
|
|
2019
Q2 | $1.27M | Sell |
11,342
-45
| -0.4% | -$5.03K | 0.09% | 178 |
|
|
2019
Q1 | $1.15M | Sell |
11,387
-41
| -0.4% | -$4.14K | 0.1% | 168 |
|
|
2018
Q4 | $1.12M | Sell |
11,428
-71
| -0.6% | -$6.93K | 0.1% | 159 |
|
|
2018
Q3 | $1.3M | Sell |
11,499
-61
| -0.5% | -$6.87K | 0.1% | 173 |
|
|
2018
Q2 | $1.2M | Sell |
11,560
-1,806
| -14% | -$188K | 0.1% | 168 |
|
|
2018
Q1 | $1.47M | Sell |
13,366
-205
| -2% | -$22.5K | 0.12% | 167 |
|
|
2017
Q4 | $1.45M | Sell |
13,571
-28
| -0.2% | -$3K | 0.12% | 165 |
|
|
2017
Q3 | $1.3M | Sell |
13,599
-79
| -0.6% | -$7.55K | 0.11% | 177 |
|
|
2017
Q2 | $1.25M | Sell |
13,678
-167
| -1% | -$15.3K | 0.11% | 184 |
|
|
2017
Q1 | $1.22M | Sell |
13,845
-22
| -0.2% | -$1.94K | 0.11% | 182 |
|
|
2016
Q4 | $1.2M | Sell |
13,867
-24
| -0.2% | -$2.07K | 0.11% | 181 |
|
|
2016
Q3 | $925K | Sell |
13,891
-6,672
| -32% | -$444K | 0.08% | 188 |
|
|
2016
Q2 | $1.28M | Buy |
20,563
+524
| +3% | +$32.5K | 0.12% | 173 |
|
|
2016
Q1 | $1.19M | Sell |
20,039
-8
| -0% | -$473 | 0.12% | 166 |
|
|
2015
Q4 | $1.32M | Sell |
20,047
-150
| -0.7% | -$9.89K | 0.14% | 161 |
|
|
2015
Q3 | $1.23M | Hold |
20,197
| – | – | 0.13% | 159 |
|
|
2015
Q2 | $1.37M | Sell |
20,197
-2,178
| -10% | -$148K | 0.13% | 162 |
|
|
2015
Q1 | $1.36M | Sell |
22,375
-7,326
| -25% | -$444K | 0.13% | 165 |
|
|
2014
Q4 | $1.86M | Hold |
29,701
| – | – | 0.19% | 147 |
|
|
2014
Q3 | $1.79M | Sell |
29,701
-750
| -2% | -$45.2K | 0.17% | 144 |
|
|
2014
Q2 | $1.76M | Sell |
30,451
-2,078
| -6% | -$120K | 0.17% | 139 |
|
|
2014
Q1 | $1.97M | Sell |
32,529
-40,519
| -55% | -$2.46M | 0.2% | 126 |
|
|
2013
Q4 | $4.27M | Buy |
73,048
+10,587
| +17% | +$619K | 0.38% | 73 |
|
|
2013
Q3 | $3.23M | Sell |
62,461
-1,145
| -2% | -$59.2K | 0.29% | 106 |
|
|
2013
Q2 | $3.36M | Buy |
+63,606
| New | +$3.36M | 0.33% | 94 |
|