SCA
STALEY CAPITAL ADVISERS’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Sell |
436,748
-6,631
| -1% | -$1.92M | 5.39% | 3 |
|
|
2025
Q1 | $109M | Sell |
443,379
-22,979
| -5% | -$5.64M | 4.92% | 4 |
|
|
2024
Q4 | $112M | Sell |
466,358
-13,025
| -3% | -$3.12M | 4.96% | 5 |
|
|
2024
Q3 | $101M | Sell |
479,383
-1,265
| -0.3% | -$267K | 4.52% | 5 |
|
|
2024
Q2 | $97.2M | Sell |
480,648
-4,667
| -1% | -$944K | 4.47% | 5 |
|
|
2024
Q1 | $97.2M | Sell |
485,315
-8,228
| -2% | -$1.65M | 4.54% | 5 |
|
|
2023
Q4 | $84M | Buy |
493,543
+2,883
| +0.6% | +$490K | 4.18% | 5 |
|
|
2023
Q3 | $71.2M | Sell |
490,660
-841
| -0.2% | -$122K | 3.92% | 6 |
|
|
2023
Q2 | $71.5M | Buy |
491,501
+571
| +0.1% | +$83K | 3.85% | 5 |
|
|
2023
Q1 | $64M | Buy |
490,930
+2,908
| +0.6% | +$379K | 3.58% | 6 |
|
|
2022
Q4 | $65.4M | Sell |
488,022
-1,299
| -0.3% | -$174K | 3.91% | 6 |
|
|
2022
Q3 | $51.1M | Buy |
489,321
+9,091
| +2% | +$950K | 3.27% | 9 |
|
|
2022
Q2 | $54.1M | Buy |
480,230
+12,071
| +3% | +$1.36M | 3.2% | 9 |
|
|
2022
Q1 | $63.8M | Buy |
468,159
+8,101
| +2% | +$1.1M | 3.22% | 7 |
|
|
2021
Q4 | $72.9M | Sell |
460,058
-6,485
| -1% | -$1.03M | 3.48% | 6 |
|
|
2021
Q3 | $76.4M | Sell |
466,543
-2,390
| -0.5% | -$391K | 4.1% | 5 |
|
|
2021
Q2 | $72.9M | Sell |
468,933
-1,739
| -0.4% | -$270K | 3.82% | 6 |
|
|
2021
Q1 | $71.7M | Sell |
470,672
-4,289
| -0.9% | -$653K | 3.98% | 4 |
|
|
2020
Q4 | $60.4M | Sell |
474,961
-16,476
| -3% | -$2.09M | 3.69% | 4 |
|
|
2020
Q3 | $47.3M | Buy |
491,437
+6,615
| +1% | +$637K | 3.28% | 7 |
|
|
2020
Q2 | $45.6M | Buy |
484,822
+1,996
| +0.4% | +$188K | 3.31% | 7 |
|
|
2020
Q1 | $43.5M | Buy |
482,826
+18,975
| +4% | +$1.71M | 3.65% | 6 |
|
|
2019
Q4 | $64.7M | Buy |
463,851
+3,156
| +0.7% | +$440K | 4.38% | 4 |
|
|
2019
Q3 | $54.2M | Sell |
460,695
-6,331
| -1% | -$745K | 4.07% | 4 |
|
|
2019
Q2 | $52.2M | Sell |
467,026
-3,080
| -0.7% | -$344K | 3.89% | 5 |
|
|
2019
Q1 | $47.6M | Buy |
470,106
+8,336
| +2% | +$844K | 3.52% | 5 |
|
|
2018
Q4 | $45.1M | Buy |
461,770
+2,752
| +0.6% | +$269K | 3.65% | 5 |
|
|
2018
Q3 | $51.8M | Sell |
459,018
-60
| -0% | -$6.77K | 3.62% | 7 |
|
|
2018
Q2 | $47.8M | Buy |
459,078
+5,492
| +1% | +$572K | 3.67% | 6 |
|
|
2018
Q1 | $49.9M | Sell |
453,586
-1,895
| -0.4% | -$208K | 3.91% | 4 |
|
|
2017
Q4 | $48.7M | Sell |
455,481
-2,200
| -0.5% | -$235K | 3.78% | 6 |
|
|
2017
Q3 | $43.7M | Sell |
457,681
-3,050
| -0.7% | -$291K | 3.57% | 9 |
|
|
2017
Q2 | $42.1M | Buy |
460,731
+29,450
| +7% | +$2.69M | 3.59% | 8 |
|
|
2017
Q1 | $37.9M | Buy |
431,281
+1,000
| +0.2% | +$87.8K | 3.39% | 9 |
|
|
2016
Q4 | $37.1M | Buy |
430,281
+100
| +0% | +$8.63K | 3.56% | 8 |
|
|
2016
Q3 | $28.6M | Buy |
430,181
+1,242
| +0.3% | +$82.7K | 2.86% | 11 |
|
|
2016
Q2 | $26.7M | Buy |
428,939
+17,550
| +4% | +$1.09M | 2.79% | 12 |
|
|
2016
Q1 | $24.4M | Buy |
411,389
+28,214
| +7% | +$1.67M | 2.63% | 14 |
|
|
2015
Q4 | $25.3M | Sell |
383,175
-850
| -0.2% | -$56.1K | 2.92% | 10 |
|
|
2015
Q3 | $23.4M | Buy |
384,025
+18,914
| +5% | +$1.15M | 2.85% | 10 |
|
|
2015
Q2 | $24.7M | Sell |
365,111
-1,350
| -0.4% | -$91.5K | 2.76% | 12 |
|
|
2015
Q1 | $22.2M | Buy |
366,461
+24,250
| +7% | +$1.47M | 2.56% | 15 |
|
|
2014
Q4 | $21.4M | Buy |
342,211
+28,190
| +9% | +$1.76M | 2.49% | 15 |
|
|
2014
Q3 | $18.9M | Buy |
314,021
+6,155
| +2% | +$371K | 2.26% | 19 |
|
|
2014
Q2 | $17.7M | Buy |
307,866
+41,454
| +16% | +$2.39M | 2.12% | 18 |
|
|
2014
Q1 | $16.2M | Buy |
266,412
+10,988
| +4% | +$667K | 2.05% | 20 |
|
|
2013
Q4 | $14.9M | Buy |
255,424
+10,950
| +4% | +$640K | 2.03% | 20 |
|
|
2013
Q3 | $12.6M | Buy |
244,474
+8,244
| +3% | +$426K | 1.92% | 19 |
|
|
2013
Q2 | $12.5M | Buy |
+236,230
| New | +$12.5M | 2.02% | 19 |
|