Syverson Strege & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
6,301
+4,286
| +213% | +$1.24M | 0.43% | 28 |
|
|
2025
Q1 | $494K | Buy |
2,015
+59
| +3% | +$14.5K | 0.16% | 44 |
|
|
2024
Q4 | $469K | Buy |
1,956
+555
| +40% | +$133K | 0.16% | 44 |
|
|
2024
Q3 | $295K | Sell |
1,401
-620
| -31% | -$131K | 0.1% | 53 |
|
|
2024
Q2 | $409K | Sell |
2,021
-7
| -0.3% | -$1.42K | 0.14% | 49 |
|
|
2024
Q1 | $406K | Buy |
2,028
+418
| +26% | +$83.7K | 0.15% | 43 |
|
|
2023
Q4 | $274K | Sell |
1,610
-96
| -6% | -$16.3K | 0.11% | 57 |
|
|
2023
Q3 | $247K | Buy |
1,706
+48
| +3% | +$6.96K | 0.11% | 51 |
|
|
2023
Q2 | $241K | Buy |
1,658
+52
| +3% | +$7.56K | 0.1% | 53 |
|
|
2023
Q1 | $209K | Buy |
1,606
+1
| +0.1% | +$130 | 0.09% | 59 |
|
|
2022
Q4 | $215K | Buy |
1,605
+85
| +6% | +$11.4K | 0.1% | 62 |
|
|
2022
Q3 | $159K | Buy |
1,520
+1
| +0.1% | +$105 | 0.08% | 72 |
|
|
2022
Q2 | $171K | Buy |
1,519
+1
| +0.1% | +$113 | 0.06% | 74 |
|
|
2022
Q1 | $207K | Buy |
1,518
+10
| +0.7% | +$1.36K | 0.23% | 60 |
|
|
2021
Q4 | $239K | Buy |
1,508
+130
| +9% | +$20.6K | 0.18% | 58 |
|
|
2021
Q3 | $226K | Buy |
+1,378
| New | +$226K | 0.18% | 54 |
|