Sandbox Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $789K | Sell |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $731K | Buy |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $793K | Buy |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $890K | Buy |
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|
2021
Q2 | $841K | Buy |
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|
2021
Q1 | $820K | Buy |
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|
2020
Q4 | $560K | Buy |
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