Sather Financial Group’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 | $2.85M | Buy |
9,844
+93
| +1% | +$27K | 0.17% | 34 |
|
|
2025
Q1 | $2.39M | Buy |
9,751
+669
| +7% | +$164K | 0.16% | 33 |
|
|
2024
Q4 | $2.18M | Sell |
9,082
-627
| -6% | -$150K | 0.14% | 34 |
|
|
2024
Q3 | $2.05M | Buy |
9,709
+1,430
| +17% | +$302K | 0.13% | 33 |
|
|
2024
Q2 | $1.67M | Hold |
8,279
| – | – | 0.12% | 33 |
|
|
2024
Q1 | $1.66M | Hold |
8,279
| – | – | 0.12% | 40 |
|
|
2023
Q4 | $1.41M | Buy |
8,279
+21
| +0.3% | +$3.57K | 0.1% | 41 |
|
|
2023
Q3 | $1.2M | Buy |
8,258
+743
| +10% | +$108K | 0.1% | 42 |
|
|
2023
Q2 | $1.09M | Sell |
7,515
-5
| -0.1% | -$727 | 0.09% | 46 |
|
|
2023
Q1 | $980K | Sell |
7,520
-101,184
| -93% | -$13.2M | 0.09% | 49 |
|
|
2022
Q4 | $14.6M | Buy |
108,704
+101,538
| +1,417% | +$13.6M | 1.2% | 27 |
|
|
2022
Q3 | $749K | Sell |
7,166
-1,400
| -16% | -$146K | 0.08% | 40 |
|
|
2022
Q2 | $965K | Hold |
8,566
| – | – | 0.1% | 38 |
|
|
2022
Q1 | $1.17M | Buy |
8,566
+3,974
| +87% | +$542K | 0.1% | 36 |
|
|
2021
Q4 | $727K | Hold |
4,592
| – | – | 0.06% | 42 |
|
|
2021
Q3 | $752K | Buy |
4,592
+3,210
| +232% | +$526K | 0.08% | 41 |
|
|
2021
Q2 | $215K | Buy |
+1,382
| New | +$215K | 0.02% | 50 |
|
|
2020
Q2 | – | Sell |
-3,211
| Closed | -$289K | – | 47 |
|
|
2020
Q1 | $289K | Sell |
3,211
-4,059
| -56% | -$365K | 0.06% | 48 |
|
|
2019
Q4 | $1.01M | Buy |
7,270
+3,978
| +121% | +$554K | 0.16% | 34 |
|
|
2019
Q3 | $387K | Sell |
3,292
-881
| -21% | -$104K | 0.07% | 41 |
|
|
2019
Q2 | $466K | Hold |
4,173
| – | – | 0.09% | 43 |
|
|
2019
Q1 | $422K | Hold |
4,173
| – | – | 0.09% | 44 |
|
|
2018
Q4 | $407K | Hold |
4,173
| – | – | 0.09% | 45 |
|
|
2018
Q3 | $470K | Sell |
4,173
-6,946
| -62% | -$782K | 0.09% | 43 |
|
|
2018
Q2 | $1.16M | Hold |
11,119
| – | – | 0.26% | 37 |
|
|
2018
Q1 | $1.22M | Buy |
11,119
+68
| +0.6% | +$7.48K | 0.29% | 35 |
|
|
2017
Q4 | $1.18M | Buy |
11,051
+1,078
| +11% | +$115K | 0.3% | 34 |
|
|
2017
Q3 | $953K | Hold |
9,973
| – | – | 0.26% | 37 |
|
|
2017
Q2 | $912K | Buy |
+9,973
| New | +$912K | 0.26% | 36 |
|