Strid Group’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 | $833K | Sell |
2,873
-130
| -4% | -$37.7K | 0.12% | 38 |
|
|
2025
Q1 | $737K | Buy |
3,003
+52
| +2% | +$12.8K | 0.11% | 35 |
|
|
2024
Q4 | $707K | Hold |
2,951
| – | – | 0.11% | 34 |
|
|
2024
Q3 | $622K | Hold |
2,951
| – | – | 0.09% | 37 |
|
|
2024
Q2 | $597K | Buy |
2,951
+129
| +5% | +$26.1K | 0.1% | 37 |
|
|
2024
Q1 | $565K | Sell |
2,822
-97
| -3% | -$19.4K | 0.1% | 34 |
|
|
2023
Q4 | $496K | Buy |
2,919
+22
| +0.8% | +$3.74K | 0.1% | 36 |
|
|
2023
Q3 | $420K | Buy |
2,897
+97
| +3% | +$14.1K | 0.09% | 36 |
|
|
2023
Q2 | $407K | Hold |
2,800
| – | – | 0.08% | 38 |
|
|
2023
Q1 | $365K | Hold |
2,800
| – | – | 0.08% | 37 |
|
|
2022
Q4 | $375K | Hold |
2,800
| – | – | 0.09% | 36 |
|
|
2022
Q3 | $293K | Hold |
2,800
| – | – | 0.07% | 36 |
|
|
2022
Q2 | $315K | Hold |
2,800
| – | – | 0.07% | 34 |
|
|
2022
Q1 | $382K | Hold |
2,800
| – | – | 0.08% | 32 |
|
|
2021
Q4 | $443K | Hold |
2,800
| – | – | 0.09% | 29 |
|
|
2021
Q3 | $458K | Hold |
2,800
| – | – | 0.1% | 30 |
|
|
2021
Q2 | $425K | Hold |
2,800
| – | – | 0.1% | 30 |
|
|
2021
Q1 | $426K | Hold |
2,800
| – | – | 0.1% | 28 |
|
|
2020
Q4 | $356K | Sell |
2,800
-174
| -6% | -$22.1K | 0.1% | 31 |
|
|
2020
Q3 | $286K | Hold |
2,974
| – | – | 0.09% | 31 |
|
|
2020
Q2 | $280K | Hold |
2,974
| – | – | 0.09% | 26 |
|
|
2020
Q1 | $268K | Hold |
2,974
| – | – | 0.11% | 24 |
|
|
2019
Q4 | $415K | Hold |
2,974
| – | – | 0.13% | 21 |
|
|
2019
Q3 | $350K | Hold |
2,974
| – | – | 0.12% | 20 |
|
|
2019
Q2 | $332K | Hold |
2,974
| – | – | 0.11% | 21 |
|
|
2019
Q1 | $301K | Hold |
2,974
| – | – | 0.11% | 20 |
|
|
2018
Q4 | $290K | Hold |
2,974
| – | – | 0.12% | 27 |
|
|
2018
Q3 | $336K | Sell |
2,974
-57
| -2% | -$6.44K | 0.12% | 20 |
|
|
2018
Q2 | $316K | Sell |
3,031
-28
| -0.9% | -$2.92K | 0.12% | 18 |
|
|
2018
Q1 | $347K | Sell |
3,059
-31
| -1% | -$3.52K | 0.13% | 17 |
|
|
2017
Q4 | $330K | Buy |
3,090
+100
| +3% | +$10.7K | 0.12% | 21 |
|
|
2017
Q3 | $286K | Buy |
+2,990
| New | +$286K | 0.11% | 20 |
|