SA
Strategic Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
38,323
-709
| -2% | -$206K | 2.19% | 9 |
|
|
2025
Q1 | $9.57M | Sell |
39,032
-3,813
| -9% | -$935K | 1.84% | 12 |
|
|
2024
Q4 | $10.3M | Buy |
42,845
+2,714
| +7% | +$651K | 1.85% | 10 |
|
|
2024
Q3 | $8.46M | Sell |
40,131
-880
| -2% | -$186K | 1.58% | 13 |
|
|
2024
Q2 | $8.29M | Sell |
41,011
-1,803
| -4% | -$365K | 1.61% | 13 |
|
|
2024
Q1 | $8.58M | Sell |
42,814
-1,545
| -3% | -$309K | 1.69% | 12 |
|
|
2023
Q4 | $7.55M | Buy |
44,359
+445
| +1% | +$75.7K | 1.43% | 15 |
|
|
2023
Q3 | $6.37M | Buy |
43,914
+1,720
| +4% | +$249K | 1.26% | 18 |
|
|
2023
Q2 | $6.14M | Sell |
42,194
-1,909
| -4% | -$278K | 1.17% | 19 |
|
|
2023
Q1 | $5.75M | Sell |
44,103
-481
| -1% | -$62.7K | 1.16% | 22 |
|
|
2022
Q4 | $5.98M | Sell |
44,584
-201
| -0.4% | -$27K | 1.33% | 20 |
|
|
2022
Q3 | $4.68M | Buy |
44,785
+516
| +1% | +$53.9K | 1.04% | 27 |
|
|
2022
Q2 | $4.99M | Buy |
44,269
+915
| +2% | +$103K | 1.04% | 28 |
|
|
2022
Q1 | $5.91M | Sell |
43,354
-1,993
| -4% | -$272K | 1.03% | 30 |
|
|
2021
Q4 | $7.18M | Buy |
45,347
+2,031
| +5% | +$322K | 1.02% | 23 |
|
|
2021
Q3 | $7.09M | Buy |
43,316
+1,195
| +3% | +$196K | 1.53% | 13 |
|
|
2021
Q2 | $6.55M | Buy |
42,121
+788
| +2% | +$123K | 1.7% | 15 |
|
|
2021
Q1 | $6.29M | Sell |
41,333
-875
| -2% | -$133K | 1.83% | 15 |
|
|
2020
Q4 | $5.73M | Sell |
42,208
-4,819
| -10% | -$655K | 1.66% | 17 |
|
|
2020
Q3 | $4.66M | Sell |
47,027
-3,458
| -7% | -$342K | 1.56% | 14 |
|
|
2020
Q2 | $4.98M | Buy |
50,485
+2,544
| +5% | +$251K | 1.86% | 14 |
|
|
2020
Q1 | $4.52M | Sell |
47,941
-893
| -2% | -$84.2K | 1.97% | 15 |
|
|
2019
Q4 | $6.81M | Buy |
48,834
+46
| +0.1% | +$6.41K | 2.37% | 8 |
|
|
2019
Q3 | $5.74M | Buy |
48,788
+695
| +1% | +$81.8K | 2.15% | 11 |
|
|
2019
Q2 | $5.38M | Buy |
48,093
+1,163
| +2% | +$130K | 2.05% | 11 |
|
|
2019
Q1 | $4.75M | Buy |
46,930
+3,202
| +7% | +$324K | 1.84% | 15 |
|
|
2018
Q4 | $4.27M | Buy |
43,728
+164
| +0.4% | +$16K | 1.86% | 14 |
|
|
2018
Q3 | $4.92M | Buy |
43,564
+2,247
| +5% | +$254K | 1.8% | 14 |
|
|
2018
Q2 | $4.31M | Buy |
41,317
+1,626
| +4% | +$169K | 1.73% | 14 |
|
|
2018
Q1 | $4.37M | Buy |
39,691
+2,066
| +5% | +$227K | 1.81% | 16 |
|
|
2017
Q4 | $4.02M | Buy |
37,625
+8,087
| +27% | +$865K | 1.64% | 19 |
|
|
2017
Q3 | $2.82M | Buy |
29,538
+4,252
| +17% | +$406K | 1.22% | 26 |
|
|
2017
Q2 | $2.31M | Sell |
25,286
-2,414
| -9% | -$221K | 1.06% | 30 |
|
|
2017
Q1 | $2.43M | Buy |
27,700
+3,278
| +13% | +$288K | 1.15% | 25 |
|
|
2016
Q4 | $2.11M | Buy |
24,422
+655
| +3% | +$56.5K | 1.11% | 28 |
|
|
2016
Q3 | $1.58M | Buy |
23,767
+1,062
| +5% | +$70.7K | 0.89% | 39 |
|
|
2016
Q2 | $1.41M | Sell |
22,705
-1,653
| -7% | -$103K | 0.81% | 45 |
|
|
2016
Q1 | $1.44M | Buy |
24,358
+1,276
| +6% | +$75.5K | 0.82% | 44 |
|
|
2015
Q4 | $1.52M | Buy |
23,082
+644
| +3% | +$42.5K | 1% | 31 |
|
|
2015
Q3 | $1.37M | Buy |
22,438
+12
| +0.1% | +$732 | 0.95% | 33 |
|
|
2015
Q2 | $1.52M | Buy |
22,426
+13,465
| +150% | +$913K | 0.97% | 30 |
|
|
2015
Q1 | $516K | Buy |
8,961
+90
| +1% | +$5.18K | 0.33% | 92 |
|
|
2014
Q4 | $555K | Hold |
8,871
| – | – | 0.36% | 92 |
|
|
2014
Q3 | $534K | Sell |
8,871
-90
| -1% | -$5.42K | 0.35% | 85 |
|
|
2014
Q2 | $516K | Sell |
8,961
-588
| -6% | -$33.9K | 0.33% | 92 |
|
|
2014
Q1 | $580K | Buy |
9,549
+239
| +3% | +$14.5K | 0.39% | 83 |
|
|
2013
Q4 | $544K | Buy |
9,310
+1,527
| +20% | +$89.2K | 0.37% | 87 |
|
|
2013
Q3 | $402K | Buy |
7,783
+180
| +2% | +$9.3K | 0.33% | 88 |
|
|
2013
Q2 | $399K | Buy |
+7,603
| New | +$399K | 0.36% | 82 |
|