SAM
Sycomore Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Hold |
29,164
| – | – | 0.95% | 36 |
|
|
2025
Q1 | $6.12M | Hold |
29,164
| – | – | 0.87% | 40 |
|
|
2024
Q4 | $6.12M | Buy |
29,164
+12,493
| +75% | +$2.62M | 0.87% | 40 |
|
|
2024
Q3 | $3.5M | Buy |
+16,671
| New | +$3.5M | 0.58% | 47 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$437K | – | 84 |
|
|
2023
Q3 | $437K | Buy |
3,000
+553
| +23% | +$80.6K | 0.11% | 63 |
|
|
2023
Q2 | $339K | Sell |
2,447
-20,810
| -89% | -$2.88M | 0.08% | 64 |
|
|
2023
Q1 | $2.99M | Buy |
23,257
+1,786
| +8% | +$229K | 0.86% | 30 |
|
|
2022
Q4 | $2.82M | Buy |
21,471
+3,464
| +19% | +$455K | 0.78% | 38 |
|
|
2022
Q3 | $1.92M | Sell |
18,007
-6,509
| -27% | -$695K | 0.54% | 51 |
|
|
2022
Q2 | $2.84M | Sell |
24,516
-5,636
| -19% | -$653K | 0.67% | 49 |
|
|
2022
Q1 | $4.26M | Buy |
30,152
+27,452
| +1,017% | +$3.88M | 0.74% | 48 |
|
|
2021
Q4 | $428K | Hold |
2,700
| – | – | 0.07% | 86 |
|
|
2021
Q3 | $448K | Buy |
2,700
+1,600
| +145% | +$265K | 0.07% | 89 |
|
|
2021
Q2 | $169K | Hold |
1,100
| – | – | 0.02% | 102 |
|
|
2021
Q1 | $168K | Sell |
1,100
-1,265
| -53% | -$193K | 0.03% | 78 |
|
|
2020
Q4 | $301K | Sell |
2,365
-18,894
| -89% | -$2.4M | 0.06% | 66 |
|
|
2020
Q3 | $2.06M | Buy |
21,259
+13,459
| +173% | +$1.3M | 0.6% | 43 |
|
|
2020
Q2 | $725K | Buy |
7,800
+6,500
| +500% | +$604K | 0.32% | 32 |
|
|
2020
Q1 | $117K | Buy |
+1,300
| New | +$117K | 0.06% | 35 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$40K | – | 34 |
|
|
2019
Q1 | $40K | Sell |
400
-700
| -64% | -$70K | 0.02% | 34 |
|
|
2018
Q4 | $114K | Buy |
+1,100
| New | +$114K | 0.05% | 31 |
|