SW
SVB Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Sell |
117,632
-62,924
| -35% | -$18.2M | 1.83% | 11 |
|
|
2025
Q1 | $44.3M | Sell |
180,556
-37,196
| -17% | -$9.12M | 1.82% | 7 |
|
|
2024
Q4 | $52.2M | Buy |
+217,752
| New | +$52.2M | 0.98% | 11 |
|
|
2024
Q3 | – | Sell |
-237,508
| Closed | -$48M | – | 329 |
|
|
2024
Q2 | $48M | Sell |
237,508
-14,118
| -6% | -$2.86M | 1.19% | 10 |
|
|
2024
Q1 | $50.4M | Sell |
251,626
-14,221
| -5% | -$2.85M | 1.12% | 15 |
|
|
2023
Q4 | $45.2M | Sell |
265,847
-67,731
| -20% | -$11.5M | 1.1% | 13 |
|
|
2023
Q3 | $48.4M | Sell |
333,578
-22,982
| -6% | -$3.33M | 1.06% | 13 |
|
|
2023
Q2 | $51.9M | Sell |
356,560
-112,420
| -24% | -$16.4M | 0.94% | 15 |
|
|
2023
Q1 | $61.1M | Sell |
468,980
-37,094
| -7% | -$4.83M | 0.85% | 18 |
|
|
2022
Q4 | $67.9M | Sell |
506,074
-8,868
| -2% | -$1.19M | 0.92% | 18 |
|
|
2022
Q3 | $53.8M | Buy |
514,942
+16,365
| +3% | +$1.71M | 0.79% | 21 |
|
|
2022
Q2 | $56.1M | Buy |
498,577
+8,836
| +2% | +$995K | 0.86% | 20 |
|
|
2022
Q1 | $66.8M | Sell |
489,741
-114
| -0% | -$15.5K | 0.89% | 18 |
|
|
2021
Q4 | $77.6M | Sell |
489,855
-5,001
| -1% | -$792K | 1.27% | 12 |
|
|
2021
Q3 | $81M | Sell |
494,856
-46,204
| -9% | -$7.56M | 1.04% | 15 |
|
|
2021
Q2 | $84.2M | Buy |
541,060
+1,757
| +0.3% | +$273K | 1.07% | 15 |
|
|
2021
Q1 | $82.1M | Buy |
539,303
+3,189
| +0.6% | +$485K | 1.14% | 12 |
|
|
2020
Q4 | $68.1M | Sell |
536,114
-231
| -0% | -$29.4K | 1% | 13 |
|
|
2020
Q3 | $51.6M | Buy |
536,345
+12,528
| +2% | +$1.21M | 0.85% | 17 |
|
|
2020
Q2 | $49.3M | Buy |
523,817
+7,679
| +1% | +$722K | 0.92% | 17 |
|
|
2020
Q1 | $46.5M | Sell |
516,138
-5,355
| -1% | -$482K | 1.13% | 12 |
|
|
2019
Q4 | $72.7M | Sell |
521,493
-9,594
| -2% | -$1.34M | 1.32% | 11 |
|
|
2019
Q3 | $62.5M | Sell |
531,087
-18,933
| -3% | -$2.23M | 1.24% | 11 |
|
|
2019
Q2 | $61.5M | Sell |
550,020
-31,792
| -5% | -$3.55M | 2.07% | 4 |
|
|
2019
Q1 | $58.9M | Sell |
581,812
-31,260
| -5% | -$3.16M | 2.33% | 4 |
|
|
2018
Q4 | $59.8M | Sell |
613,072
-21,692
| -3% | -$2.12M | 2.55% | 4 |
|
|
2018
Q3 | $71.6M | Sell |
634,764
-6,750
| -1% | -$762K | 2.53% | 3 |
|
|
2018
Q2 | $66.8M | Sell |
641,514
-49,348
| -7% | -$5.14M | 2.56% | 4 |
|
|
2018
Q1 | $76M | Sell |
690,862
-23,257
| -3% | -$2.56M | 2.91% | 3 |
|
|
2017
Q4 | $76.4M | Sell |
714,119
-2,327
| -0.3% | -$249K | 2.87% | 3 |
|
|
2017
Q3 | $68.4M | Buy |
716,446
+4,170
| +0.6% | +$398K | 2.63% | 3 |
|
|
2017
Q2 | $65.1M | Sell |
712,276
-5,072
| -0.7% | -$464K | 2.55% | 3 |
|
|
2017
Q1 | $63M | Sell |
717,348
-50,758
| -7% | -$4.46M | 2.51% | 3 |
|
|
2016
Q4 | $66.3M | Sell |
768,106
-73,869
| -9% | -$6.37M | 2.74% | 2 |
|
|
2016
Q3 | $56.1M | Buy |
841,975
+9,110
| +1% | +$607K | 2.28% | 4 |
|
|
2016
Q2 | $51.8M | Sell |
832,865
-25,844
| -3% | -$1.61M | 2.11% | 4 |
|
|
2016
Q1 | $50.9M | Sell |
858,709
-22,702
| -3% | -$1.34M | 2.07% | 4 |
|
|
2015
Q4 | $58.2M | Sell |
881,411
-39,529
| -4% | -$2.61M | 2.3% | 3 |
|
|
2015
Q3 | $56.2M | Sell |
920,940
-15,846
| -2% | -$966K | 2.18% | 3 |
|
|
2015
Q2 | $63.5M | Buy |
936,786
+28,127
| +3% | +$1.91M | 2.1% | 3 |
|
|
2015
Q1 | $55M | Buy |
908,659
+7,658
| +0.8% | +$464K | 1.78% | 3 |
|
|
2014
Q4 | $56.4M | Buy |
+901,001
| New | +$56.4M | 1.82% | 3 |
|