JP Morgan Chase’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31M | Buy |
431,357
+32,837
| +8% | +$2.61M | ﹤0.01% | 1708 |
|
|
2025
Q4 | $33.3M | Buy |
398,520
+10,620
| +3% | +$849K | ﹤0.01% | 1642 |
|
|
2025
Q3 | $29.3M | Buy |
387,900
+22,384
| +6% | +$1.68M | ﹤0.01% | 1784 |
|
|
2025
Q2 | $25.3M | Sell |
365,516
-25,761
| -7% | -$1.58M | ﹤0.01% | 1783 |
|
|
2025
Q1 | $24.6M | Sell |
391,277
-57,615
| -13% | -$4.06M | ﹤0.01% | 1754 |
|
|
2024
Q4 | $31.7M | Buy |
448,892
+140,012
| +45% | +$10M | ﹤0.01% | 1628 |
|
|
2024
Q3 | $19.3M | Sell |
308,880
-73,070
| -19% | -$4.17M | ﹤0.01% | 2019 |
|
|
2024
Q2 | $21.4M | Buy |
381,950
+72,708
| +24% | +$3.85M | ﹤0.01% | 1820 |
|
|
2024
Q1 | $16.1M | Sell |
309,242
-933
| -0.3% | -$45.9K | ﹤0.01% | 2064 |
|
|
2023
Q4 | $14.3M | Sell |
310,175
-108,234
| -26% | -$4.45M | ﹤0.01% | 2131 |
|
|
2023
Q3 | $17.1M | Sell |
418,409
-46,299
| -10% | -$1.95M | ﹤0.01% | 1808 |
|
|
2023
Q2 | $18.5M | Buy |
464,708
+7,469
| +2% | +$291K | ﹤0.01% | 1755 |
|
|
2023
Q1 | $18M | Sell |
457,239
-96,845
| -17% | -$4.07M | ﹤0.01% | 1755 |
|
|
2022
Q4 | $21.6M | Sell |
554,084
-135,877
| -20% | -$5.38M | ﹤0.01% | 1614 |
|
|
2022
Q3 | $23.9M | Buy |
689,961
+8,574
| +1% | +$337K | ﹤0.01% | 1467 |
|
|
2022
Q2 | $25.4M | Buy |
681,387
+57,403
| +9% | +$2.38M | ﹤0.01% | 1433 |
|
|
2022
Q1 | $28.2M | Sell |
623,984
-57,576
| -8% | -$2.76M | ﹤0.01% | 1506 |
|
|
2021
Q4 | $32M | Sell |
681,560
-14,068
| -2% | -$683K | ﹤0.01% | 1459 |
|
|
2021
Q3 | $31.5M | Sell |
695,628
-69,297
| -9% | -$3.09M | ﹤0.01% | 1443 |
|
|
2021
Q2 | $33.1M | Sell |
764,925
-589,034
| -44% | -$26.4M | ﹤0.01% | 1445 |
|
|
2021
Q1 | $57.8M | Sell |
1,353,959
-242,664
| -15% | -$9.46M | 0.01% | 1096 |
|
|
2020
Q4 | $53.7M | Sell |
1,596,623
-5,451
| -0.3% | -$162K | 0.01% | 1033 |
|
|
2020
Q3 | $35.7M | Buy |
1,602,074
+64,948
| +4% | +$1.45M | 0.01% | 1151 |
|
|
2020
Q2 | $32.4M | Buy |
1,537,126
+128,495
| +9% | +$2.58M | 0.01% | 1084 |
|
|
2020
Q1 | $25.8M | Buy |
1,408,631
+189,869
| +16% | +$4.76M | 0.01% | 1101 |
|
|
2019
Q4 | $32.9M | Buy |
1,218,762
+2,509
| +0.2% | +$65.6K | 0.01% | 1213 |
|
|
2019
Q3 | $31M | Sell |
1,216,253
-93,047
| -7% | -$2.34M | 0.01% | 1257 |
|
|
2019
Q2 | $33.3M | Buy |
1,309,300
+50,576
| +4% | +$1.29M | 0.01% | 1215 |
|
|
2019
Q1 | $29.5M | Buy |
1,258,724
+37,368
| +3% | +$846K | 0.01% | 1265 |
|
|
2018
Q4 | $22.5M | Buy |
1,221,356
+157,160
| +15% | +$3.26M | 0.01% | 1398 |
|
|
2018
Q3 | $24.2M | Buy |
1,064,196
+22,147
| +2% | +$533K | 0.01% | 1513 |
|
|
2018
Q2 | $24.2M | Sell |
1,042,049
-63,313
| -6% | -$1.65M | 0.01% | 1441 |
|
|
2018
Q1 | $29.1M | Buy |
1,105,362
+504,144
| +84% | +$14.3M | 0.01% | 1265 |
|
|
2017
Q4 | $15.9M | Buy |
601,218
+76,455
| +15% | +$1.87M | ﹤0.01% | 1752 |
|
|
2017
Q3 | $12.4M | Sell |
524,763
-101,610
| -16% | -$2.2M | ﹤0.01% | 1826 |
|
|
2017
Q2 | $12.8M | Sell |
626,373
-425,871
| -40% | -$8.74M | ﹤0.01% | 1782 |
|
|
2017
Q1 | $23.5M | Buy |
1,052,244
+273,389
| +35% | +$6.3M | 0.01% | 1370 |
|
|
2016
Q4 | $17.3M | Buy |
778,855
+193,070
| +33% | +$3.88M | ﹤0.01% | 1550 |
|
|
2016
Q3 | $10M | Sell |
585,785
-106,153
| -15% | -$1.71M | ﹤0.01% | 1789 |
|
|
2016
Q2 | $9.67M | Buy |
691,938
+433,228
| +167% | +$6.44M | ﹤0.01% | 1858 |
|
|
2016
Q1 | $3.4M | Sell |
258,710
-146,900
| -36% | -$2.09M | ﹤0.01% | 2423 |
|
|
2015
Q4 | $7.64M | Sell |
405,610
-440,606
| -52% | -$8.57M | ﹤0.01% | 1970 |
|
|
2015
Q3 | $15.8M | Buy |
846,216
+30,276
| +4% | +$686K | ﹤0.01% | 1426 |
|
|
2015
Q2 | $20.9M | Buy |
815,940
+658,926
| +420% | +$16.2M | 0.01% | 1378 |
|
|
2015
Q1 | $3.89M | Buy |
157,014
+10,744
| +7% | +$248K | ﹤0.01% | 2508 |
|
|
2014
Q4 | $3.32M | Buy |
146,270
+4,275
| +3% | +$90.5K | ﹤0.01% | 2666 |
|
|
2014
Q3 | $2.96M | Sell |
141,995
-5,589
| -4% | -$116K | ﹤0.01% | 2677 |
|
|
2014
Q2 | $3.11M | Buy |
147,584
+23,701
| +19% | +$488K | ﹤0.01% | 2315 |
|
|
2014
Q1 | $2.74M | Sell |
123,883
-105,048
| -46% | -$2.23M | ﹤0.01% | 2397 |
|
|
2013
Q4 | $4.88M | Sell |
228,931
-1,033,078
| -82% | -$19.8M | ﹤0.01% | 2188 |
|
|
2013
Q3 | $23.1M | Sell |
1,262,009
-179,001
| -12% | -$3.13M | 0.01% | 1250 |
|
|
2013
Q2 | $22.8M | Buy |
+1,441,010
| New | +$21.8M | 0.01% | 1174 |
|
Other funds holding SF
VPM
VCM
