SPIA
Steward Partners Investment Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199M | Buy |
685,921
+19,132
| +3% | +$5.55M | 1.55% | 7 |
|
|
2025
Q1 | $164M | Buy |
666,789
+29,877
| +5% | +$7.33M | 1.45% | 7 |
|
|
2024
Q4 | $153M | Buy |
636,912
+20,088
| +3% | +$4.82M | 1.35% | 8 |
|
|
2024
Q3 | $130M | Buy |
616,824
+57,482
| +10% | +$12.1M | 1.2% | 9 |
|
|
2024
Q2 | $113M | Sell |
559,342
-10,221
| -2% | -$2.07M | 1.19% | 9 |
|
|
2024
Q1 | $114M | Buy |
569,563
+96,309
| +20% | +$19.3M | 1.26% | 9 |
|
|
2023
Q4 | $80.5M | Buy |
473,254
+6,019
| +1% | +$1.02M | 1.09% | 10 |
|
|
2023
Q3 | $67.8M | Sell |
467,235
-18,931
| -4% | -$2.75M | 1.04% | 12 |
|
|
2023
Q2 | $70.7M | Buy |
486,166
+24,358
| +5% | +$3.54M | 1.06% | 12 |
|
|
2023
Q1 | $60.2M | Buy |
461,808
+2,670
| +0.6% | +$348K | 0.96% | 12 |
|
|
2022
Q4 | $61.6M | Buy |
459,138
+41,030
| +10% | +$5.5M | 1.05% | 11 |
|
|
2022
Q3 | $43.7M | Buy |
418,108
+34,215
| +9% | +$3.58M | 0.82% | 16 |
|
|
2022
Q2 | $43.2M | Sell |
383,893
-14,821
| -4% | -$1.67M | 0.79% | 15 |
|
|
2022
Q1 | $54.4M | Sell |
398,714
-9,015
| -2% | -$1.23M | 0.84% | 15 |
|
|
2021
Q4 | $64.6M | Buy |
407,729
+28,758
| +8% | +$4.55M | 0.98% | 12 |
|
|
2021
Q3 | $62M | Buy |
378,971
+26,906
| +8% | +$4.4M | 1.07% | 10 |
|
|
2021
Q2 | $54.8M | Sell |
352,065
-2,454
| -0.7% | -$382K | 0.93% | 12 |
|
|
2021
Q1 | $54M | Buy |
354,519
+55,117
| +18% | +$8.39M | 0.95% | 12 |
|
|
2020
Q4 | $38M | Buy |
299,402
+2,453
| +0.8% | +$312K | 0.82% | 15 |
|
|
2020
Q3 | $28.6M | Buy |
296,949
+27,751
| +10% | +$2.67M | 0.72% | 22 |
|
|
2020
Q2 | $25.3M | Buy |
269,198
+27,536
| +11% | +$2.59M | 0.72% | 22 |
|
|
2020
Q1 | $21.8M | Buy |
241,662
+14,061
| +6% | +$1.27M | 0.8% | 19 |
|
|
2019
Q4 | $31.7M | Buy |
227,601
+782
| +0.3% | +$109K | 0.94% | 14 |
|
|
2019
Q3 | $26.7M | Buy |
226,819
+8,584
| +4% | +$1.01M | 0.9% | 17 |
|
|
2019
Q2 | $24.4M | Buy |
218,235
+12,486
| +6% | +$1.4M | 0.9% | 18 |
|
|
2019
Q1 | $20.8M | Sell |
205,749
-5,588
| -3% | -$566K | 0.88% | 23 |
|
|
2018
Q4 | $20.6M | Buy |
211,337
+18,251
| +9% | +$1.78M | 1% | 16 |
|
|
2018
Q3 | $21.8M | Buy |
193,086
+30,989
| +19% | +$3.5M | 1.04% | 12 |
|
|
2018
Q2 | $16.9M | Buy |
162,097
+17,349
| +12% | +$1.81M | 1.01% | 13 |
|
|
2018
Q1 | $15.9M | Buy |
144,748
+10,054
| +7% | +$1.11M | 1.09% | 15 |
|
|
2017
Q4 | $14.4M | Buy |
134,694
+36,658
| +37% | +$3.92M | 1.1% | 14 |
|
|
2017
Q3 | $9.36M | Buy |
98,036
+9,555
| +11% | +$913K | 0.95% | 20 |
|
|
2017
Q2 | $8.09M | Buy |
88,481
+18,317
| +26% | +$1.67M | 0.91% | 20 |
|
|
2017
Q1 | $6.16M | Buy |
70,164
+23,476
| +50% | +$2.06M | 0.93% | 25 |
|
|
2016
Q4 | $4.03M | Buy |
+46,688
| New | +$4.03M | 1.84% | 12 |
|