JPMorgan Chase & Co’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.1K | Hold |
1,317
| – | – | ﹤0.01% | 5044 |
|
|
2025
Q1 | $54.7K | Buy |
+1,317
| New | +$54.7K | ﹤0.01% | 5006 |
|
|
2023
Q2 | – | Sell |
-53
| Closed | -$2K | – | 6259 |
|
|
2023
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 5568 |
|
|
2021
Q3 | – | Sell |
-650
| Closed | -$30K | – | 5729 |
|
|
2021
Q2 | $30K | Buy |
+650
| New | +$30K | ﹤0.01% | 5060 |
|
|
2019
Q3 | – | Sell |
-116
| Closed | -$4K | – | 4899 |
|
|
2019
Q2 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 4724 |
|