Safeguard Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.01M | Buy |
4,107
+59
| +1% | +$14.5K | 0.22% | 38 |
|
|
2024
Q4 | $970K | Buy |
4,048
+29
| +0.7% | +$6.95K | 0.21% | 41 |
|
|
2024
Q3 | $848K | Buy |
4,019
+600
| +18% | +$127K | 0.2% | 45 |
|
|
2024
Q2 | $692K | Buy |
3,419
+2,046
| +149% | +$414K | 0.19% | 50 |
|
|
2024
Q1 | $275K | Sell |
1,373
-772
| -36% | -$155K | 0.09% | 69 |
|
|
2023
Q4 | $365K | Buy |
2,145
+488
| +29% | +$83K | 0.14% | 57 |
|
|
2023
Q3 | $240K | Buy |
1,657
+359
| +28% | +$52.1K | 0.12% | 60 |
|
|
2023
Q2 | $188K | Buy |
+1,298
| New | +$188K | 0.09% | 71 |
|
|
2022
Q2 | – | Sell |
-1,737
| Closed | -$237K | – | 50 |
|
|
2022
Q1 | $237K | Buy |
+1,737
| New | +$237K | 0.35% | 43 |
|