Safeguard Investment Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
4,003
-256
| -6% | -$74.2K | 0.29% | 36 |
|
|
2025
Q1 | $1.05M | Buy |
4,259
+1,268
| +42% | +$311K | 0.28% | 37 |
|
|
2024
Q4 | $717K | Buy |
2,991
+119
| +4% | +$28.5K | 0.2% | 50 |
|
|
2024
Q3 | $606K | Buy |
2,872
+634
| +28% | +$134K | 0.17% | 53 |
|
|
2024
Q2 | $453K | Sell |
2,238
-474
| -17% | -$95.9K | 0.14% | 61 |
|
|
2024
Q1 | $543K | Sell |
2,712
-194
| -7% | -$38.8K | 0.18% | 54 |
|
|
2023
Q4 | $494K | Buy |
2,906
+11
| +0.4% | +$1.87K | 0.19% | 54 |
|
|
2023
Q3 | $420K | Sell |
2,895
-117
| -4% | -$17K | 0.18% | 54 |
|
|
2023
Q2 | $438K | Buy |
3,012
+592
| +24% | +$86.2K | 0.19% | 57 |
|
|
2023
Q1 | $315K | Buy |
2,420
+194
| +9% | +$25.3K | 0.15% | 76 |
|
|
2022
Q4 | $299K | Buy |
2,226
+177
| +9% | +$23.8K | 0.18% | 73 |
|
|
2022
Q3 | $214K | Buy |
+2,049
| New | +$214K | 0.15% | 83 |
|
|
2021
Q1 | – | Sell |
-993
| Closed | -$126K | – | 411 |
|
|
2020
Q4 | $126K | Buy |
+993
| New | +$126K | 0.11% | 100 |
|