Strategic Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.52M	Buy	22,415 +4,403	+24%	+$546K	2.08%	23
2022 Q1	$2.46M	Sell	18,012 -764	-4%	-$113K	1.87%	30
2021 Q4	$2.97M	Buy	18,776 +1,019	+6%	+$167K	2.13%	21
2021 Q3	$2.91M	Buy	17,757 +1,689	+11%	+$265K	2.26%	22
2021 Q2	$2.5M	Buy	16,068 +11	+0.1%	+$1.73K	2.07%	23
2021 Q1	$2.44M	Sell	16,057 -1,066	-6%	-$153K	2.13%	25
2020 Q4	$2.18M	Sell	17,123 -2,471	-13%	-$276K	1.85%	29
2020 Q3	$1.89M	Sell	19,594 -92	-0.5%	-$9.04K	1.77%	28
2020 Q2	$1.85M	Buy	19,686 +13,116	+200%	+$1.24M	1.86%	28
2020 Q1	$591K	Buy	6,570 +3,094	+89%	+$376K	0.72%	36
2019 Q4	$485K	Buy	3,476 +16	+0.5%	+$2.05K	0.45%	42
2019 Q3	$407K	Sell	3,460 -47	-1%	-$5.32K	0.45%	44
2019 Q2	$392K	Buy	3,507 +16	+0.5%	+$1.76K	0.41%	44
2019 Q1	$353K	Buy	3,491 +852	+32%	+$87.8K	0.38%	43
2018 Q4	$257K	Buy	2,639 +18	+0.7%	+$1.92K	0.28%	47
2018 Q3	$296K	Hold	2,621	–	–	0.21%	49
2018 Q2	$307K	Buy	2,621 +34	+1%	+$3.73K	0.22%	48
2018 Q1	$277K	Hold	2,587	–	–	0.27%	52
2017 Q4	$277K	Buy	+2,587	New	+$262K	0.27%	52