SR
Syntax Research’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
7,717
+109
| +1% | +$31.6K | 1.59% | 23 |
|
|
2025
Q1 | $1.87M | Sell |
7,608
-277
| -4% | -$67.9K | 1.29% | 30 |
|
|
2024
Q4 | $1.89M | Sell |
7,885
-28
| -0.4% | -$6.71K | 1.36% | 27 |
|
|
2024
Q3 | $1.67M | Sell |
7,913
-66
| -0.8% | -$13.9K | 1.13% | 31 |
|
|
2024
Q2 | $1.61M | Sell |
7,979
-236
| -3% | -$47.7K | 1.28% | 22 |
|
|
2024
Q1 | $1.65M | Buy |
8,215
+47
| +0.6% | +$9.41K | 1.26% | 27 |
|
|
2023
Q4 | $1.39M | Buy |
8,168
+34
| +0.4% | +$5.78K | 1.16% | 26 |
|
|
2023
Q3 | $1.18M | Buy |
+8,134
| New | +$1.18M | 0.96% | 28 |
|