SFMG
Sage Financial Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Hold |
1,507
| – | – | 0.15% | 37 |
|
|
2025
Q1 | $370K | Hold |
1,507
| – | – | 0.13% | 40 |
|
|
2024
Q4 | $361K | Hold |
1,507
| – | – | 0.13% | 39 |
|
|
2024
Q3 | $318K | Sell |
1,507
-200
| -12% | -$42.2K | 0.12% | 42 |
|
|
2024
Q2 | $345K | Sell |
1,707
-80
| -4% | -$16.2K | 1.05% | 8 |
|
|
2024
Q1 | $358K | Hold |
1,787
| – | – | 0.17% | 39 |
|
|
2023
Q4 | $304K | Buy |
+1,787
| New | +$304K | 0.16% | 38 |
|
|
2021
Q2 | – | Sell |
-643
| Closed | -$98K | – | 74 |
|
|
2021
Q1 | $98K | Buy |
+643
| New | +$98K | 0.08% | 41 |
|