SP
Symmetry Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
2,425
+544
| +29% | +$158K | 0.09% | 76 |
|
|
2025
Q1 | $461K | Sell |
1,881
-7
| -0.4% | -$1.72K | 0.06% | 87 |
|
|
2024
Q4 | $453K | Buy |
+1,888
| New | +$453K | 0.06% | 80 |
|
|
2024
Q3 | – | Sell |
-52,574
| Closed | -$10.6M | – | 305 |
|
|
2024
Q2 | $10.6M | Sell |
52,574
-2,418
| -4% | -$489K | 0.55% | 44 |
|
|
2024
Q1 | $11M | Sell |
54,992
-3,298
| -6% | -$661K | 0.86% | 34 |
|
|
2023
Q4 | $9.93M | Sell |
58,290
-9,492
| -14% | -$1.62M | 0.54% | 44 |
|
|
2023
Q3 | $9.83M | Buy |
67,782
+6,163
| +10% | +$894K | 0.53% | 46 |
|
|
2023
Q2 | $8.96M | Buy |
61,619
+4,289
| +7% | +$624K | 0.47% | 49 |
|
|
2023
Q1 | $7.47M | Buy |
57,330
+35,420
| +162% | +$4.62M | 0.41% | 47 |
|
|
2022
Q4 | $2.94M | Sell |
21,910
-6,130
| -22% | -$822K | 0.17% | 66 |
|
|
2022
Q3 | $2.93M | Sell |
28,040
-3,484
| -11% | -$364K | 0.2% | 63 |
|
|
2022
Q2 | $3.55M | Sell |
31,524
-1,149
| -4% | -$129K | 0.24% | 55 |
|
|
2022
Q1 | $4.45M | Sell |
32,673
-924
| -3% | -$126K | 0.28% | 49 |
|
|
2021
Q4 | $5.32M | Sell |
33,597
-4,643
| -12% | -$735K | 0.34% | 45 |
|
|
2021
Q3 | $6.45M | Buy |
38,240
+4,806
| +14% | +$811K | 0.42% | 41 |
|
|
2021
Q2 | $5.2M | Buy |
33,434
+1,389
| +4% | +$216K | 0.35% | 53 |
|
|
2021
Q1 | $4.88M | Buy |
32,045
+312
| +1% | +$47.5K | 0.35% | 47 |
|
|
2020
Q4 | $4.03M | Sell |
31,733
-2,899
| -8% | -$368K | 0.31% | 51 |
|
|
2020
Q3 | $3.33M | Buy |
34,632
+4,633
| +15% | +$446K | 0.28% | 54 |
|
|
2020
Q2 | $2.82M | Sell |
29,999
-7,913
| -21% | -$744K | 0.35% | 44 |
|
|
2020
Q1 | $3.41M | Buy |
37,912
+3,093
| +9% | +$278K | 0.76% | 24 |
|
|
2019
Q4 | $4.85M | Buy |
34,819
+3,270
| +10% | +$456K | 1% | 17 |
|
|
2019
Q3 | $3.71M | Buy |
31,549
+23,842
| +309% | +$2.81M | 0.77% | 19 |
|
|
2019
Q2 | $862K | Sell |
7,707
-4,975
| -39% | -$556K | 0.18% | 84 |
|
|
2019
Q1 | $1.28M | Sell |
12,682
-18,829
| -60% | -$1.91M | 0.22% | 59 |
|
|
2018
Q4 | $3.08M | Buy |
+31,511
| New | +$3.08M | 0.78% | 20 |
|
|
2017
Q2 | – | Sell |
-132
| Closed | -$12K | – | 41 |
|
|
2017
Q1 | $12K | Buy |
+132
| New | +$12K | 0.01% | 66 |
|