JPMorgan Chase & Co’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.3M Sell
243,677
-17,174
-7% -$1.78M ﹤0.01% 1585
2025
Q1
$24.6M Sell
260,851
-38,410
-13% -$3.62M ﹤0.01% 1561
2024
Q4
$31.7M Buy
299,261
+93,341
+45% +$9.9M ﹤0.01% 1417
2024
Q3
$19.3M Sell
205,920
-48,713
-19% -$4.57M ﹤0.01% 1724
2024
Q2
$21.4M Buy
254,633
+48,472
+24% +$4.08M ﹤0.01% 1612
2024
Q1
$16.1M Sell
206,161
-622
-0.3% -$48.6K ﹤0.01% 1822
2023
Q4
$14.3M Sell
206,783
-72,156
-26% -$4.99M ﹤0.01% 1855
2023
Q3
$17.1M Sell
278,939
-30,866
-10% -$1.9M ﹤0.01% 1613
2023
Q2
$18.5M Buy
309,805
+4,979
+2% +$297K ﹤0.01% 1599
2023
Q1
$18M Sell
304,826
-64,563
-17% -$3.82M ﹤0.01% 1553
2022
Q4
$21.6M Sell
369,389
-90,585
-20% -$5.29M ﹤0.01% 1384
2022
Q3
$23.9M Buy
459,974
+5,716
+1% +$297K ﹤0.01% 1295
2022
Q2
$25.4M Buy
454,258
+38,269
+9% +$2.14M ﹤0.01% 1278
2022
Q1
$28.2M Sell
415,989
-38,384
-8% -$2.61M ﹤0.01% 1328
2021
Q4
$32M Sell
454,373
-9,379
-2% -$660K ﹤0.01% 1286
2021
Q3
$31.5M Sell
463,752
-46,198
-9% -$3.14M ﹤0.01% 1289
2021
Q2
$33.1M Sell
509,950
-392,689
-44% -$25.5M ﹤0.01% 1293
2021
Q1
$57.8M Sell
902,639
-161,776
-15% -$10.4M 0.01% 1015
2020
Q4
$53.7M Sell
1,064,415
-3,635
-0.3% -$183K 0.01% 940
2020
Q3
$35.7M Buy
1,068,050
+43,299
+4% +$1.45M 0.01% 1031
2020
Q2
$32.4M Buy
1,024,751
+85,664
+9% +$2.71M 0.01% 998
2020
Q1
$25.8M Buy
939,087
+126,579
+16% +$3.48M 0.01% 1008
2019
Q4
$32.9M Buy
812,508
+1,672
+0.2% +$67.6K 0.01% 1067
2019
Q3
$31M Sell
810,836
-62,031
-7% -$2.37M 0.01% 1103
2019
Q2
$33.3M Buy
872,867
+33,717
+4% +$1.29M 0.01% 1077
2019
Q1
$29.5M Buy
839,150
+24,912
+3% +$876K 0.01% 1112
2018
Q4
$22.5M Buy
814,238
+104,774
+15% +$2.89M 0.01% 1195
2018
Q3
$24.2M Buy
709,464
+14,764
+2% +$505K ﹤0.01% 1318
2018
Q2
$24.2M Sell
694,700
-42,208
-6% -$1.47M 0.01% 1275
2018
Q1
$29.1M Buy
736,908
+336,096
+84% +$13.3M 0.01% 1151
2017
Q4
$15.9M Buy
400,812
+50,970
+15% +$2.02M ﹤0.01% 1526
2017
Q3
$12.5M Sell
349,842
-67,740
-16% -$2.41M ﹤0.01% 1607
2017
Q2
$12.8M Sell
417,582
-283,914
-40% -$8.7M ﹤0.01% 1571
2017
Q1
$23.5M Buy
701,496
+182,259
+35% +$6.1M 0.01% 1219
2016
Q4
$17.3M Buy
519,237
+128,713
+33% +$4.29M ﹤0.01% 1365
2016
Q3
$10M Sell
390,524
-70,768
-15% -$1.81M ﹤0.01% 1596
2016
Q2
$9.67M Buy
461,292
+288,819
+167% +$6.06M ﹤0.01% 1654
2016
Q1
$3.4M Sell
172,473
-97,934
-36% -$1.93M ﹤0.01% 2145
2015
Q4
$7.64M Sell
270,407
-293,737
-52% -$8.29M ﹤0.01% 1730
2015
Q3
$15.8M Buy
564,144
+20,184
+4% +$567K ﹤0.01% 1293
2015
Q2
$20.9M Buy
543,960
+439,284
+420% +$16.9M ﹤0.01% 1245
2015
Q1
$3.89M Buy
104,676
+7,162
+7% +$266K ﹤0.01% 2230
2014
Q4
$3.32M Buy
97,514
+2,850
+3% +$96.9K ﹤0.01% 2262
2014
Q3
$2.96M Sell
94,664
-3,726
-4% -$116K ﹤0.01% 2245
2014
Q2
$3.11M Buy
98,390
+15,801
+19% +$499K ﹤0.01% 2256
2014
Q1
$2.74M Sell
82,589
-70,032
-46% -$2.32M ﹤0.01% 2349
2013
Q4
$4.88M Sell
152,621
-688,719
-82% -$22M ﹤0.01% 2036
2013
Q3
$23.1M Sell
841,340
-119,334
-12% -$3.28M 0.01% 1181
2013
Q2
$22.8M Buy
+960,674
New +$22.8M 0.01% 1100