SBL
Sargent Bickham Lagudis’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.66M | Sell |
49,630
-116
| -0.2% | -$15.6K | 0.55% | 40 |
|
|
2022
Q3 | $5.2M | Sell |
49,746
-971
| -2% | -$101K | 0.46% | 48 |
|
|
2022
Q2 | $5.71M | Buy |
50,717
+473
| +0.9% | +$53.3K | 0.49% | 43 |
|
|
2022
Q1 | $6.85M | Buy |
50,244
+1,236
| +3% | +$168K | 0.53% | 42 |
|
|
2021
Q4 | $7.76M | Sell |
49,008
-2,012
| -4% | -$319K | 0.59% | 37 |
|
|
2021
Q3 | $8.35M | Buy |
51,020
+1,096
| +2% | +$179K | 0.68% | 31 |
|
|
2021
Q2 | $7.77M | Buy |
49,924
+57
| +0.1% | +$8.87K | 0.63% | 35 |
|
|
2021
Q1 | $7.59M | Sell |
49,867
-1,520
| -3% | -$231K | 0.67% | 33 |
|
|
2020
Q4 | $6.53M | Sell |
51,387
-1,622
| -3% | -$206K | 0.6% | 37 |
|
|
2020
Q3 | $5.1M | Buy |
53,009
+951
| +2% | +$91.6K | 0.51% | 48 |
|
|
2020
Q2 | $4.9M | Buy |
52,058
+3,439
| +7% | +$324K | 0.53% | 46 |
|
|
2020
Q1 | $4.38M | Buy |
48,619
+3,906
| +9% | +$352K | 0.56% | 39 |
|
|
2019
Q4 | $6.23M | Buy |
44,713
+208
| +0.5% | +$29K | 0.69% | 26 |
|
|
2019
Q3 | $5.24M | Sell |
44,505
-1,395
| -3% | -$164K | 0.63% | 30 |
|
|
2019
Q2 | $5.13M | Sell |
45,900
-1,028
| -2% | -$115K | 0.61% | 35 |
|
|
2019
Q1 | $4.75M | Sell |
46,928
-79
| -0.2% | -$8K | 0.55% | 44 |
|
|
2018
Q4 | $4.59M | Buy |
47,007
+1,851
| +4% | +$181K | 0.59% | 39 |
|
|
2018
Q3 | $5.1M | Buy |
45,156
+107
| +0.2% | +$12.1K | 0.6% | 36 |
|
|
2018
Q2 | $4.69M | Sell |
45,049
-848
| -2% | -$88.4K | 0.58% | 38 |
|
|
2018
Q1 | $5.05M | Sell |
45,897
-251
| -0.5% | -$27.6K | 0.63% | 35 |
|
|
2017
Q4 | $4.94M | Buy |
46,148
+42
| +0.1% | +$4.49K | 0.59% | 38 |
|
|
2017
Q3 | $4.4M | Buy |
46,106
+1,769
| +4% | +$169K | 0.55% | 45 |
|
|
2017
Q2 | $4.05M | Sell |
44,337
-2,393
| -5% | -$219K | 0.52% | 50 |
|
|
2017
Q1 | $4.11M | Sell |
46,730
-7,865
| -14% | -$691K | 0.53% | 48 |
|
|
2016
Q4 | $4.71M | Buy |
54,595
+53,654
| +5,702% | +$4.63M | 0.73% | 33 |
|
|
2016
Q3 | $4.24K | Sell |
941
-53,115
| -98% | -$239K | 0.64% | 41 |
|
|
2016
Q2 | $3.36M | Sell |
54,056
-92
| -0.2% | -$5.72K | 0.52% | 61 |
|
|
2016
Q1 | $3.21M | Buy |
+54,148
| New | +$3.21M | 0.52% | 59 |
|