St. Clair Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
6,160
-200
| -3% | -$58K | 0.47% | 36 |
|
|
2025
Q1 | $1.56M | Hold |
6,360
| – | – | 0.44% | 36 |
|
|
2024
Q4 | $1.52M | Buy |
6,360
+605
| +11% | +$145K | 0.44% | 38 |
|
|
2024
Q3 | $1.21M | Sell |
5,755
-100
| -2% | -$21.1K | 0.34% | 41 |
|
|
2024
Q2 | $1.18M | Hold |
5,855
| – | – | 0.38% | 37 |
|
|
2024
Q1 | $1.17M | Hold |
5,855
| – | – | 0.38% | 38 |
|
|
2023
Q4 | $996K | Hold |
5,855
| – | – | 0.34% | 47 |
|
|
2023
Q3 | $849K | Hold |
5,855
| – | – | 0.33% | 44 |
|
|
2023
Q2 | $852K | Buy |
5,855
+554
| +10% | +$80.6K | 0.33% | 42 |
|
|
2023
Q1 | $691K | Buy |
5,301
+3,000
| +130% | +$391K | 0.3% | 45 |
|
|
2022
Q4 | $309K | Buy |
+2,301
| New | +$309K | 0.19% | 45 |
|
|
2022
Q1 | – | Sell |
-1,285
| Closed | -$203K | – | 47 |
|
|
2021
Q4 | $203K | Sell |
1,285
-881
| -41% | -$140K | 0.12% | 49 |
|
|
2021
Q3 | $355K | Buy |
+2,166
| New | +$355K | 0.25% | 39 |
|
|
2021
Q2 | – | Sell |
-1,569
| Closed | -$239K | – | 43 |
|
|
2021
Q1 | $239K | Sell |
1,569
-100
| -6% | -$15.2K | 0.19% | 38 |
|
|
2020
Q4 | $212K | Buy |
+1,669
| New | +$212K | 0.2% | 42 |
|