SIG
Stonegate Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171M | Sell |
590,089
-121,997
| -17% | -$35.4M | 4.3% | 4 |
|
|
2025
Q1 | $175M | Sell |
712,086
-1,990
| -0.3% | -$488K | 4.67% | 2 |
|
|
2024
Q4 | $171M | Sell |
714,076
-16,124
| -2% | -$3.87M | 4.57% | 4 |
|
|
2024
Q3 | $154M | Buy |
730,200
+9,665
| +1% | +$2.04M | 4.05% | 4 |
|
|
2024
Q2 | $146M | Buy |
720,535
+5,520
| +0.8% | +$1.12M | 4.21% | 4 |
|
|
2024
Q1 | $143M | Buy |
715,015
+5,374
| +0.8% | +$1.08M | 4.49% | 3 |
|
|
2023
Q4 | $121M | Sell |
709,641
-296
| -0% | -$50.4K | 3.99% | 3 |
|
|
2023
Q3 | $103M | Buy |
709,937
+107
| +0% | +$15.5K | 3.74% | 6 |
|
|
2023
Q2 | $103M | Buy |
709,830
+1,822
| +0.3% | +$265K | 3.67% | 5 |
|
|
2023
Q1 | $92.3M | Buy |
708,008
+185,367
| +35% | +$24.2M | 3.46% | 6 |
|
|
2022
Q4 | $70.1M | Buy |
522,641
+5,990
| +1% | +$803K | 3.03% | 8 |
|
|
2022
Q3 | $54M | Buy |
516,651
+6,782
| +1% | +$709K | 2.48% | 12 |
|
|
2022
Q2 | $57.4M | Buy |
509,869
+23,590
| +5% | +$2.66M | 2.51% | 12 |
|
|
2022
Q1 | $66.3M | Buy |
486,279
+15,363
| +3% | +$2.09M | 2.18% | 11 |
|
|
2021
Q4 | $74.6M | Buy |
+470,916
| New | +$74.6M | 3.13% | 9 |
|