SIM
Studio Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
21,916
-329
| -1% | -$95.4K | 1.28% | 18 |
|
|
2025
Q1 | $5.46M | Sell |
22,245
-679
| -3% | -$167K | 1.13% | 20 |
|
|
2024
Q4 | $5.5M | Sell |
22,924
-417
| -2% | -$100K | 1.17% | 21 |
|
|
2024
Q3 | $4.92M | Sell |
23,341
-677
| -3% | -$143K | 1.03% | 24 |
|
|
2024
Q2 | $4.86M | Buy |
24,018
+661
| +3% | +$134K | 1.11% | 24 |
|
|
2024
Q1 | $4.68M | Sell |
23,357
-1,300
| -5% | -$260K | 1.11% | 23 |
|
|
2023
Q4 | $4.19M | Buy |
24,657
+680
| +3% | +$116K | 1.07% | 28 |
|
|
2023
Q3 | $3.48M | Buy |
23,977
+1,206
| +5% | +$175K | 0.97% | 31 |
|
|
2023
Q2 | $3.31M | Buy |
22,771
+480
| +2% | +$69.8K | 0.93% | 29 |
|
|
2023
Q1 | $2.9M | Sell |
22,291
-814
| -4% | -$106K | 0.88% | 33 |
|
|
2022
Q4 | $3.1M | Sell |
23,105
-213
| -0.9% | -$28.6K | 1% | 32 |
|
|
2022
Q3 | $2.44M | Buy |
23,318
+2,683
| +13% | +$280K | 0.88% | 32 |
|
|
2022
Q2 | $2.32M | Buy |
20,635
+323
| +2% | +$36.4K | 0.81% | 36 |
|
|
2022
Q1 | $2.77M | Buy |
20,312
+664
| +3% | +$90.5K | 0.91% | 32 |
|
|
2021
Q4 | $3.11M | Sell |
19,648
-1,000
| -5% | -$158K | 1.12% | 25 |
|
|
2021
Q3 | $3.38M | Buy |
+20,648
| New | +$3.38M | 1.44% | 22 |
|