STAS
Strong Tower Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
12,184
+504
| +4% | +$146K | 0.7% | 33 |
|
|
2025
Q1 | $2.5M | Buy |
11,680
+1,120
| +11% | +$240K | 0.62% | 47 |
|
|
2024
Q4 | $2.53M | Buy |
10,560
+356
| +3% | +$85.3K | 0.66% | 32 |
|
|
2024
Q3 | $2.15M | Buy |
10,204
+1,409
| +16% | +$297K | 0.6% | 42 |
|
|
2024
Q2 | $1.78M | Buy |
8,795
+2,247
| +34% | +$454K | 0.58% | 38 |
|
|
2024
Q1 | $1.3M | Buy |
6,548
+601
| +10% | +$120K | 0.52% | 44 |
|
|
2023
Q4 | $1.01M | Buy |
5,947
+226
| +4% | +$38.4K | 0.45% | 52 |
|
|
2023
Q3 | $830K | Buy |
5,721
+47
| +0.8% | +$6.82K | 0.42% | 55 |
|
|
2023
Q2 | $825K | Buy |
5,674
+294
| +5% | +$42.8K | 0.39% | 60 |
|
|
2023
Q1 | $701K | Buy |
5,380
+231
| +4% | +$30.1K | 0.37% | 67 |
|
|
2022
Q4 | $691K | Buy |
5,149
+36
| +0.7% | +$4.83K | 0.41% | 63 |
|
|
2022
Q3 | $534K | Buy |
5,113
+123
| +2% | +$12.8K | 0.32% | 74 |
|
|
2022
Q2 | $562K | Buy |
4,990
+341
| +7% | +$38.4K | 0.3% | 81 |
|
|
2022
Q1 | $634K | Buy |
4,649
+692
| +17% | +$94.4K | 0.32% | 77 |
|
|
2021
Q4 | $627K | Buy |
3,957
+79
| +2% | +$12.5K | 0.33% | 69 |
|
|
2021
Q3 | $624K | Buy |
+3,878
| New | +$624K | 0.36% | 65 |
|