JPMorgan Chase & Co’s Siebert Financial SIEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6K | Buy |
6,689
+6,683
| +111,383% | +$29.5K | ﹤0.01% | 5242 |
|
|
2025
Q1 | $18 | Hold |
6
| – | – | ﹤0.01% | 6263 |
|
|
2024
Q4 | $19 | Hold |
6
| – | – | ﹤0.01% | 6221 |
|
|
2024
Q3 | $15 | Hold |
6
| – | – | ﹤0.01% | 6201 |
|
|
2024
Q2 | $10 | Hold |
6
| – | – | ﹤0.01% | 6186 |
|
|
2024
Q1 | $13 | Hold |
6
| – | – | ﹤0.01% | 6199 |
|
|
2023
Q4 | $10 | Sell |
6
-60
| -91% | -$100 | ﹤0.01% | 6378 |
|
|
2023
Q3 | $131 | Hold |
66
| – | – | ﹤0.01% | 5928 |
|
|
2023
Q2 | $164 | Buy |
66
+60
| +1,000% | +$149 | ﹤0.01% | 5743 |
|
|
2023
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 6089 |
|
|
2022
Q4 | $0 | Sell |
6
-9
| -60% | – | ﹤0.01% | 5888 |
|
|
2022
Q3 | $0 | Buy |
15
+9
| +150% | – | ﹤0.01% | 5786 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 5879 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 5918 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 5886 |
|
|
2021
Q3 | $0 | Sell |
6
-54,462
| -100% | – | ﹤0.01% | 5717 |
|
|
2021
Q2 | $262K | Buy |
54,468
+22,926
| +73% | +$110K | ﹤0.01% | 4356 |
|
|
2021
Q1 | $127K | Buy |
31,542
+3,032
| +11% | +$12.2K | ﹤0.01% | 4596 |
|
|
2020
Q4 | $120K | Buy |
28,510
+19,517
| +217% | +$82.1K | ﹤0.01% | 4271 |
|
|
2020
Q3 | $30K | Buy |
8,993
+398
| +5% | +$1.33K | ﹤0.01% | 4419 |
|
|
2020
Q2 | $43K | Sell |
8,595
-6,239
| -42% | -$31.2K | ﹤0.01% | 4258 |
|
|
2020
Q1 | $108K | Buy |
14,834
+4,839
| +48% | +$35.2K | ﹤0.01% | 3916 |
|
|
2019
Q4 | $87K | Buy |
9,995
+7,508
| +302% | +$65.4K | ﹤0.01% | 4075 |
|
|
2019
Q3 | $23K | Buy |
2,487
+403
| +19% | +$3.73K | ﹤0.01% | 4454 |
|
|
2019
Q2 | $18K | Buy |
2,084
+275
| +15% | +$2.38K | ﹤0.01% | 4542 |
|
|
2019
Q1 | $21K | Sell |
1,809
-85
| -4% | -$987 | ﹤0.01% | 4499 |
|
|
2018
Q4 | $27K | Buy |
1,894
+176
| +10% | +$2.51K | ﹤0.01% | 4443 |
|
|
2018
Q3 | $25K | Buy |
1,718
+212
| +14% | +$3.09K | ﹤0.01% | 4535 |
|
|
2018
Q2 | $16K | Buy |
+1,506
| New | +$16K | ﹤0.01% | 4556 |
|