Sara-Bay 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
Q2 | $18M | Sell |
61,964
-1,115
| -2% | -$323K | 6.43% | 5 |
|
|
2025
Q1 | $15.3M | Buy |
63,079
+315
| +0.5% | +$76.5K | 6.76% | 5 |
|
|
2024
Q4 | $15M | Buy |
+62,764
| New | +$15M | 5.57% | 5 |
|
|
2024
Q3 | – | Sell |
-69,801
| Closed | -$14.1M | – | 88 |
|
|
2024
Q2 | $14.1M | Buy |
69,801
+7,590
| +12% | +$1.54M | 5.73% | 6 |
|
|
2024
Q1 | $12.4M | Sell |
62,211
-13
| -0% | -$2.59K | 5.55% | 5 |
|
|
2023
Q4 | $10.6M | Sell |
62,224
-32
| -0.1% | -$5.44K | 5.16% | 5 |
|
|
2023
Q3 | $9.03M | Sell |
62,256
-12
| -0% | -$1.74K | 4.58% | 5 |
|
|
2023
Q2 | $9.06M | Sell |
62,268
-218
| -0.3% | -$31.7K | 4.4% | 4 |
|
|
2023
Q1 | $8.14M | Sell |
62,486
-2,453
| -4% | -$320K | 4.15% | 5 |
|
|
2022
Q4 | $8.71M | Sell |
64,939
-456
| -0.7% | -$61.1K | 4.9% | 4 |
|
|
2022
Q3 | $6.83M | Buy |
65,395
+580
| +0.9% | +$60.6K | 3.8% | 6 |
|
|
2022
Q2 | $7.31M | Sell |
64,815
-327
| -0.5% | -$36.9K | 3.55% | 7 |
|
|
2022
Q1 | $8.88M | Buy |
65,142
+458
| +0.7% | +$62.4K | 3.52% | 6 |
|
|
2021
Q4 | $10.2M | Buy |
64,684
+705
| +1% | +$112K | 3.08% | 10 |
|
|
2021
Q3 | $10.5M | Buy |
63,979
+11,233
| +21% | +$1.84M | 4.1% | 7 |
|
|
2021
Q2 | $8.19M | Sell |
52,746
-89
| -0.2% | -$13.8K | 3.09% | 11 |
|
|
2021
Q1 | $8.04M | Buy |
52,835
+524
| +1% | +$79.8K | 3.28% | 10 |
|
|
2020
Q4 | $6.65M | Buy |
52,311
+653
| +1% | +$83K | 3% | 12 |
|
|
2020
Q3 | $4.97M | Sell |
51,658
-94
| -0.2% | -$9.05K | 2.7% | 12 |
|
|
2020
Q2 | $4.86M | Buy |
+51,752
| New | +$4.86M | 2.79% | 12 |
|