SFP
Sandbox Financial Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,994
+48
| +0.8% | +$13.9K | 0.55% | 40 |
|
|
2025
Q1 | $1.46M | Buy |
5,946
+267
| +5% | +$65.5K | 0.52% | 40 |
|
|
2024
Q4 | $1.36M | Buy |
5,679
+167
| +3% | +$40K | 0.45% | 40 |
|
|
2024
Q3 | $1.16M | Sell |
5,512
-54
| -1% | -$11.4K | 0.41% | 41 |
|
|
2024
Q2 | $1.13M | Buy |
5,566
+25
| +0.5% | +$5.06K | 0.43% | 39 |
|
|
2024
Q1 | $1.11M | Buy |
5,541
+73
| +1% | +$14.6K | 0.47% | 38 |
|
|
2023
Q4 | $930K | Buy |
5,468
+30
| +0.6% | +$5.1K | 0.44% | 38 |
|
|
2023
Q3 | $789K | Sell |
5,438
-154
| -3% | -$22.3K | 0.42% | 37 |
|
|
2023
Q2 | $813K | Sell |
5,592
-19
| -0.3% | -$2.76K | 0.42% | 33 |
|
|
2023
Q1 | $731K | Buy |
5,611
+89
| +2% | +$11.6K | 0.44% | 34 |
|
|
2022
Q4 | $740K | Buy |
5,522
+33
| +0.6% | +$4.43K | 0.51% | 30 |
|
|
2022
Q3 | $574K | Sell |
5,489
-369
| -6% | -$38.6K | 0.42% | 33 |
|
|
2022
Q2 | $660K | Buy |
5,858
+41
| +0.7% | +$4.62K | 0.47% | 31 |
|
|
2022
Q1 | $793K | Buy |
5,817
+267
| +5% | +$36.4K | 0.45% | 30 |
|
|
2021
Q4 | $879K | Buy |
5,550
+114
| +2% | +$18.1K | 0.55% | 26 |
|
|
2021
Q3 | $890K | Buy |
5,436
+31
| +0.6% | +$5.08K | 0.63% | 28 |
|
|
2021
Q2 | $841K | Buy |
5,405
+26
| +0.5% | +$4.05K | 0.63% | 27 |
|
|
2021
Q1 | $820K | Buy |
5,379
+974
| +22% | +$148K | 0.67% | 27 |
|
|
2020
Q4 | $560K | Buy |
+4,405
| New | +$560K | 0.51% | 26 |
|