SAI
Systematic Alpha Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Hold |
36,804
| – | – | 0.38% | 47 |
|
|
2025
Q1 | $9.03M | Hold |
36,804
| – | – | 0.34% | 49 |
|
|
2024
Q4 | $8.82M | Hold |
36,804
| – | – | 0.33% | 52 |
|
|
2024
Q3 | $7.76M | Hold |
36,804
| – | – | 0.28% | 54 |
|
|
2024
Q2 | $7.44M | Hold |
36,804
| – | – | 0.28% | 54 |
|
|
2024
Q1 | $7.37M | Hold |
36,804
| – | – | 0.3% | 55 |
|
|
2023
Q4 | $6.26M | Hold |
36,804
| – | – | 0.28% | 58 |
|
|
2023
Q3 | $5.34M | Hold |
36,804
| – | – | 0.27% | 59 |
|
|
2023
Q2 | $5.35M | Hold |
36,804
| – | – | 0.26% | 59 |
|
|
2023
Q1 | $4.8M | Hold |
36,804
| – | – | 0.25% | 58 |
|
|
2022
Q4 | $4.94M | Hold |
36,804
| – | – | 0.25% | 57 |
|
|
2022
Q3 | $3.85M | Hold |
36,804
| – | – | 0.23% | 58 |
|
|
2022
Q2 | $4.14M | Sell |
36,804
-5,200
| -12% | -$586K | 0.23% | 59 |
|
|
2022
Q1 | $5.73M | Hold |
42,004
| – | – | 0.28% | 59 |
|
|
2021
Q4 | $6.65M | Hold |
42,004
| – | – | 0.31% | 61 |
|
|
2021
Q3 | $7.14M | Buy |
42,004
+200
| +0.5% | +$34K | 0.31% | 57 |
|
|
2021
Q2 | $6.66M | Buy |
41,804
+17,104
| +69% | +$2.72M | 0.3% | 57 |
|
|
2021
Q1 | $3.76M | Buy |
24,700
+16,500
| +201% | +$2.51M | 0.24% | 58 |
|
|
2020
Q4 | $1.04M | Buy |
+8,200
| New | +$1.04M | 0.11% | 77 |
|