Strategic Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Sell |
20,354
-1,124
| -5% | -$325K | 0.57% | 35 |
|
|
2025
Q1 | $5.27M | Sell |
21,478
-1,401
| -6% | -$344K | 0.56% | 39 |
|
|
2024
Q4 | $5.48M | Sell |
22,879
-584
| -2% | -$140K | 0.58% | 38 |
|
|
2024
Q3 | $4.95M | Buy |
23,463
+351
| +2% | +$74K | 0.54% | 38 |
|
|
2024
Q2 | $4.67M | Buy |
23,112
+8,964
| +63% | +$1.81M | 0.57% | 35 |
|
|
2024
Q1 | $2.83M | Sell |
14,148
-153
| -1% | -$30.6K | 0.36% | 45 |
|
|
2023
Q4 | $2.43M | Buy |
14,301
+3,276
| +30% | +$557K | 0.35% | 48 |
|
|
2023
Q3 | $1.6M | Buy |
+11,025
| New | +$1.6M | 0.26% | 56 |
|
|
2023
Q2 | – | Sell |
-13,639
| Closed | -$1.78M | – | 216 |
|
|
2023
Q1 | $1.78M | Buy |
13,639
+1,099
| +9% | +$143K | 0.32% | 48 |
|
|
2022
Q4 | $1.68M | Buy |
12,540
+1,879
| +18% | +$252K | 0.35% | 53 |
|
|
2022
Q3 | $1.11M | Sell |
10,661
-5,307
| -33% | -$555K | 0.25% | 68 |
|
|
2022
Q2 | $1.8M | Buy |
15,968
+4,157
| +35% | +$468K | 0.36% | 46 |
|
|
2022
Q1 | $1.61M | Buy |
11,811
+345
| +3% | +$47K | 0.3% | 57 |
|
|
2021
Q4 | $1.82M | Buy |
11,466
+1,075
| +10% | +$170K | 0.35% | 55 |
|
|
2021
Q3 | $1.7M | Sell |
10,391
-233
| -2% | -$38.1K | 0.37% | 54 |
|
|
2021
Q2 | $1.65M | Buy |
10,624
+2,395
| +29% | +$372K | 0.38% | 55 |
|
|
2021
Q1 | $1.25M | Sell |
8,229
-279
| -3% | -$42.5K | 0.33% | 68 |
|
|
2020
Q4 | $1.08M | Sell |
8,508
-422
| -5% | -$53.6K | 0.31% | 68 |
|
|
2020
Q3 | $832K | Buy |
8,930
+1,990
| +29% | +$185K | 0.28% | 67 |
|
|
2020
Q2 | $653K | Buy |
6,940
+166
| +2% | +$15.6K | 0.25% | 73 |
|
|
2020
Q1 | $610K | Buy |
6,774
+180
| +3% | +$16.2K | 0.28% | 69 |
|
|
2019
Q4 | $919K | Buy |
6,594
+1,958
| +42% | +$273K | 0.38% | 57 |
|
|
2019
Q3 | $546K | Buy |
4,636
+2,259
| +95% | +$266K | 0.26% | 70 |
|
|
2019
Q2 | $260K | Buy |
2,377
+55
| +2% | +$6.02K | 0.14% | 114 |
|
|
2019
Q1 | $235K | Buy |
2,322
+234
| +11% | +$23.7K | 0.16% | 113 |
|
|
2018
Q4 | $204K | Buy |
+2,088
| New | +$204K | 0.18% | 109 |
|