SGK
Steigerwald Gordon & Koch’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5M | Sell |
126,021
-804
| -0.6% | -$233K | 3.85% | 3 |
|
|
2025
Q1 | $31.1M | Sell |
126,825
-2,970
| -2% | -$729K | 3.47% | 3 |
|
|
2024
Q4 | $31.1M | Sell |
129,795
-3,216
| -2% | -$771K | 3.52% | 4 |
|
|
2024
Q3 | $28M | Buy |
133,011
+1,777
| +1% | +$375K | 3.06% | 5 |
|
|
2024
Q2 | $26.5M | Buy |
131,234
+1,042
| +0.8% | +$211K | 3.21% | 5 |
|
|
2024
Q1 | $26.1M | Buy |
130,192
+290
| +0.2% | +$58.1K | 3.24% | 4 |
|
|
2023
Q4 | $22.1M | Buy |
129,902
+699
| +0.5% | +$119K | 2.99% | 7 |
|
|
2023
Q3 | $18.7M | Buy |
129,203
+627
| +0.5% | +$90.9K | 2.86% | 8 |
|
|
2023
Q2 | $18.7M | Buy |
128,576
+892
| +0.7% | +$130K | 2.74% | 8 |
|
|
2023
Q1 | $16.6M | Buy |
127,684
+1,935
| +2% | +$252K | 2.49% | 12 |
|
|
2022
Q4 | $16.9M | Buy |
125,749
+2,137
| +2% | +$287K | 2.68% | 10 |
|
|
2022
Q3 | $12.9M | Buy |
123,612
+5,460
| +5% | +$571K | 2.37% | 18 |
|
|
2022
Q2 | $13.3M | Buy |
118,152
+2,515
| +2% | +$283K | 2.32% | 16 |
|
|
2022
Q1 | $15.8M | Buy |
115,637
+312
| +0.3% | +$42.5K | 2.41% | 14 |
|
|
2021
Q4 | $18.3M | Buy |
115,325
+1,377
| +1% | +$218K | 2.75% | 9 |
|
|
2021
Q3 | $18.7M | Sell |
113,948
-787
| -0.7% | -$129K | 3.05% | 7 |
|
|
2021
Q2 | $17.8M | Buy |
114,735
+2,252
| +2% | +$350K | 2.95% | 6 |
|
|
2021
Q1 | $17.1M | Buy |
112,483
+487
| +0.4% | +$74.1K | 3.18% | 5 |
|
|
2020
Q4 | $14.2M | Buy |
111,996
+3,001
| +3% | +$381K | 2.89% | 8 |
|
|
2020
Q3 | $10.5M | Buy |
108,995
+4,004
| +4% | +$385K | 2.48% | 16 |
|
|
2020
Q2 | $9.88M | Buy |
104,991
+2,493
| +2% | +$234K | 2.62% | 14 |
|
|
2020
Q1 | $9.23M | Sell |
102,498
-5,205
| -5% | -$469K | 3.13% | 11 |
|
|
2019
Q4 | $15M | Buy |
107,703
+171
| +0.2% | +$23.8K | 3.53% | 3 |
|
|
2019
Q3 | $12.7M | Sell |
107,532
-917
| -0.8% | -$108K | 3.23% | 5 |
|
|
2019
Q2 | $12.1M | Sell |
108,449
-613
| -0.6% | -$68.5K | 3.14% | 7 |
|
|
2019
Q1 | $11M | Buy |
109,062
+838
| +0.8% | +$84.8K | 2.92% | 13 |
|
|
2018
Q4 | $10.6M | Buy |
108,224
+2,062
| +2% | +$201K | 3.15% | 9 |
|
|
2018
Q3 | $12M | Sell |
106,162
-969
| -0.9% | -$109K | 3.01% | 9 |
|
|
2018
Q2 | $11.2M | Buy |
107,131
+829
| +0.8% | +$86.3K | 2.96% | 10 |
|
|
2018
Q1 | $11.7M | Sell |
106,302
-4,804
| -4% | -$528K | 3.27% | 4 |
|
|
2017
Q4 | $11.8M | Buy |
111,106
+968
| +0.9% | +$103K | 3.25% | 6 |
|
|
2017
Q3 | $10.4M | Buy |
110,138
+2,379
| +2% | +$225K | 2.88% | 13 |
|
|
2017
Q2 | $9.74M | Buy |
107,759
+3,875
| +4% | +$350K | 2.75% | 13 |
|
|
2017
Q1 | $9M | Sell |
103,884
-8,949
| -8% | -$775K | 2.66% | 19 |
|
|
2016
Q4 | $9.59M | Buy |
112,833
+3,754
| +3% | +$319K | 3.06% | 5 |
|
|
2016
Q3 | $7.15M | Buy |
109,079
+5,080
| +5% | +$333K | 2.49% | 26 |
|
|
2016
Q2 | $6.37M | Buy |
103,999
+24,263
| +30% | +$1.49M | 2.28% | 28 |
|
|
2016
Q1 | $4.62M | Buy |
79,736
+76,576
| +2,423% | +$4.43M | 1.76% | 32 |
|
|
2015
Q4 | $209K | Buy |
+3,160
| New | +$209K | 0.09% | 57 |
|