Steel Grove Capital 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
Q2 | $7.19M | Sell |
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|
2025
Q1 | $6.57M | Sell |
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|
2024
Q4 | $6.43M | Sell |
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|
2024
Q3 | $5.81M | Hold |
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|
2024
Q2 | $5.58M | Sell |
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|
2024
Q1 | $6.1M | Sell |
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|
2023
Q4 | $5.41M | Sell |
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|
2023
Q3 | $5.04M | Buy |
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|
2023
Q2 | $5.03M | Buy |
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|
2023
Q1 | $4.36M | Buy |
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|
2022
Q4 | $4.24M | Buy |
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|
2022
Q3 | $3.27M | Buy |
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|
2022
Q2 | $3.46M | Sell |
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|
2022
Q1 | $4.2M | Sell |
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|
2021
Q4 | $7.99M | Sell |
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|
2021
Q3 | $8.31M | Sell |
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|
2021
Q2 | $7.94M | Sell |
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|
2021
Q1 | $8.9M | Hold |
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|
2020
Q4 | $7.43M | Hold |
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|
2020
Q3 | $5.63M | Sell |
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|
2020
Q2 | $5.52M | Sell |
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|
2020
Q1 | $5.28M | Sell |
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|
2019
Q4 | $8.2M | Buy |
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|
2019
Q3 | $6.89M | Sell |
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|
2019
Q2 | $6.65M | Sell |
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|
2019
Q1 | $6.22M | Sell |
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|
2018
Q4 | $6.94M | Sell |
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|
2018
Q3 | $8.2M | Buy |
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|
2018
Q2 | $7.52M | Buy |
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|
2018
Q1 | $7.89M | Buy |
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|
2017
Q4 | $7.29M | Sell |
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|
2017
Q3 | $6.59M | Sell |
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|
2017
Q2 | $7.23M | Buy |
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|
2017
Q1 | $6.91M | Buy |
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|
2016
Q4 | $6.51M | Buy |
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|
2016
Q3 | $4.29M | Buy |
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|
2016
Q2 | $3.94M | Hold |
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|
2016
Q1 | $3.75M | Hold |
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|
2015
Q4 | $4.18M | Hold |
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|
2015
Q3 | $3.86M | Sell |
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|
2015
Q2 | $4.3M | Sell |
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|
2015
Q1 | $3.91M | Buy |
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|
2014
Q3 | $4.59M | Sell |
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|
2014
Q2 | $4.53M | Buy |
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|
2014
Q1 | $4.77M | Sell |
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|
2013
Q4 | $4.63M | Buy |
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|
2013
Q3 | $3.35M | Buy |
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|
2013
Q2 | $3.35M | Buy |
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