St. Clair Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.95M | Buy |
|
|||||
|
2025
Q2 | $1.79M | Sell |
|
|||||
|
2025
Q1 | $1.56M | Hold |
|
|||||
|
2024
Q4 | $1.52M | Buy |
|
|||||
|
2024
Q3 | $1.21M | Sell |
|
|||||
|
2024
Q2 | $1.18M | Hold |
|
|||||
|
2024
Q1 | $1.17M | Hold |
|
|||||
|
2023
Q4 | $996K | Hold |
|
|||||
|
2023
Q3 | $849K | Hold |
|
|||||
|
2023
Q2 | $852K | Buy |
|
|||||
|
2023
Q1 | $691K | Buy |
|
|||||
|
2022
Q4 | $309K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $203K | Sell |
|
|||||
|
2021
Q3 | $355K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $239K | Sell |
|
|||||
|
2020
Q4 | $212K | Buy |
|