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 |
|