SGCA
Steel Grove Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Sell |
24,792
-2,000
| -7% | -$580K | 0.85% | 13 |
|
|
2025
Q1 | $6.57M | Sell |
26,792
-40
| -0.1% | -$9.81K | 0.99% | 10 |
|
|
2024
Q4 | $6.43M | Sell |
26,832
-759
| -3% | -$182K | 0.88% | 10 |
|
|
2024
Q3 | $5.81M | Hold |
27,591
| – | – | 0.82% | 12 |
|
|
2024
Q2 | $5.58M | Sell |
27,591
-2,865
| -9% | -$579K | 0.77% | 14 |
|
|
2024
Q1 | $6.1M | Sell |
30,456
-1,351
| -4% | -$271K | 0.81% | 14 |
|
|
2023
Q4 | $5.41M | Sell |
31,807
-2,974
| -9% | -$506K | 0.73% | 17 |
|
|
2023
Q3 | $5.04M | Buy |
34,781
+171
| +0.5% | +$24.8K | 0.67% | 21 |
|
|
2023
Q2 | $5.03M | Buy |
34,610
+1,150
| +3% | +$167K | 0.63% | 21 |
|
|
2023
Q1 | $4.36M | Buy |
33,460
+1,811
| +6% | +$236K | 0.58% | 23 |
|
|
2022
Q4 | $4.24M | Buy |
31,649
+400
| +1% | +$53.6K | 0.6% | 25 |
|
|
2022
Q3 | $3.27M | Buy |
31,249
+562
| +2% | +$58.7K | 0.58% | 16 |
|
|
2022
Q2 | $3.46M | Sell |
30,687
-110
| -0.4% | -$12.4K | 0.63% | 14 |
|
|
2022
Q1 | $4.2M | Sell |
30,797
-19,642
| -39% | -$2.68M | 0.66% | 15 |
|
|
2021
Q4 | $7.99M | Sell |
50,439
-335
| -0.7% | -$53K | 1.58% | 12 |
|
|
2021
Q3 | $8.31M | Sell |
50,774
-250
| -0.5% | -$40.9K | 1.89% | 10 |
|
|
2021
Q2 | $7.94M | Sell |
51,024
-7,443
| -13% | -$1.16M | 2.17% | 9 |
|
|
2021
Q1 | $8.9M | Hold |
58,467
| – | – | 2.91% | 7 |
|
|
2020
Q4 | $7.43M | Hold |
58,467
| – | – | 2.43% | 6 |
|
|
2020
Q3 | $5.63M | Sell |
58,467
-203
| -0.3% | -$19.5K | 2.29% | 8 |
|
|
2020
Q2 | $5.52M | Sell |
58,670
-24
| -0% | -$2.26K | 2.48% | 7 |
|
|
2020
Q1 | $5.28M | Sell |
58,694
-152
| -0.3% | -$13.7K | 3.45% | 4 |
|
|
2019
Q4 | $8.2M | Buy |
58,846
+264
| +0.5% | +$36.8K | 4.58% | 3 |
|
|
2019
Q3 | $6.9M | Sell |
58,582
-900
| -2% | -$106K | 4.08% | 3 |
|
|
2019
Q2 | $6.65M | Sell |
59,482
-1,978
| -3% | -$221K | 4.14% | 3 |
|
|
2019
Q1 | $6.22M | Sell |
61,460
-9,665
| -14% | -$978K | 4.03% | 3 |
|
|
2018
Q4 | $6.94M | Sell |
71,125
-1,518
| -2% | -$148K | 0.98% | 29 |
|
|
2018
Q3 | $8.2M | Buy |
72,643
+460
| +0.6% | +$51.9K | 1.15% | 22 |
|
|
2018
Q2 | $7.52M | Buy |
72,183
+387
| +0.5% | +$40.3K | 1.21% | 15 |
|
|
2018
Q1 | $7.9M | Buy |
71,796
+3,617
| +5% | +$398K | 1.24% | 15 |
|
|
2017
Q4 | $7.29M | Sell |
68,179
-776
| -1% | -$83K | 1.1% | 34 |
|
|
2017
Q3 | $6.59M | Sell |
68,955
-10,117
| -13% | -$966K | 1.19% | 24 |
|
|
2017
Q2 | $7.23M | Buy |
79,072
+375
| +0.5% | +$34.3K | 1.28% | 16 |
|
|
2017
Q1 | $6.91M | Buy |
78,697
+3,244
| +4% | +$285K | 1.22% | 19 |
|
|
2016
Q4 | $6.51M | Buy |
75,453
+11,100
| +17% | +$958K | 1.3% | 14 |
|
|
2016
Q3 | $4.29M | Buy |
64,353
+1,000
| +2% | +$66.6K | 0.97% | 41 |
|
|
2016
Q2 | $3.94M | Hold |
63,353
| – | – | 0.97% | 41 |
|
|
2016
Q1 | $3.75M | Hold |
63,353
| – | – | 0.95% | 43 |
|
|
2015
Q4 | $4.18M | Hold |
63,353
| – | – | 1.03% | 30 |
|
|
2015
Q3 | $3.86M | Sell |
63,353
-133
| -0.2% | -$8.11K | 0.96% | 40 |
|
|
2015
Q2 | $4.3M | Sell |
63,486
-1,010
| -2% | -$68.4K | 0.96% | 54 |
|
|
2015
Q1 | $3.91M | Buy |
+64,496
| New | +$3.91M | 0.88% | 56 |
|
|
2014
Q3 | $4.59M | Sell |
76,193
-2,464
| -3% | -$148K | 1.08% | 35 |
|
|
2014
Q2 | $4.53M | Buy |
78,657
+34
| +0% | +$1.96K | 1.07% | 30 |
|
|
2014
Q1 | $4.77M | Sell |
78,623
-500
| -0.6% | -$30.4K | 1.18% | 23 |
|
|
2013
Q4 | $4.63M | Buy |
79,123
+14,384
| +22% | +$841K | 1.17% | 20 |
|
|
2013
Q3 | $3.35M | Buy |
64,739
+1,192
| +2% | +$61.6K | 0.94% | 29 |
|
|
2013
Q2 | $3.36M | Buy |
+63,547
| New | +$3.36M | 1.07% | 19 |
|