SFS
Security Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
8,643
+1,054
| +14% | +$306K | 0.44% | 48 |
|
|
2025
Q1 | $1.86M | Buy |
7,589
+168
| +2% | +$41.2K | 0.37% | 49 |
|
|
2024
Q4 | $1.78M | Buy |
7,421
+384
| +5% | +$92K | 0.36% | 48 |
|
|
2024
Q3 | $1.48M | Buy |
7,037
+61
| +0.9% | +$12.9K | 0.3% | 54 |
|
|
2024
Q2 | $1.41M | Buy |
6,976
+191
| +3% | +$38.6K | 0.31% | 54 |
|
|
2024
Q1 | $1.36M | Buy |
6,785
+34
| +0.5% | +$6.81K | 0.31% | 55 |
|
|
2023
Q4 | $1.15M | Buy |
6,751
+9
| +0.1% | +$1.53K | 0.28% | 61 |
|
|
2023
Q3 | $978K | Buy |
6,742
+1
| +0% | +$145 | 0.28% | 67 |
|
|
2023
Q2 | $980K | Buy |
6,741
+396
| +6% | +$57.6K | 0.28% | 66 |
|
|
2023
Q1 | $827K | Buy |
6,345
+1
| +0% | +$130 | 0.25% | 74 |
|
|
2022
Q4 | $851K | Sell |
6,344
-23
| -0.4% | -$3.08K | 0.26% | 71 |
|
|
2022
Q3 | $665K | Buy |
6,367
+1
| +0% | +$104 | 0.23% | 77 |
|
|
2022
Q2 | $717K | Buy |
6,366
+125
| +2% | +$14.1K | 0.23% | 73 |
|
|
2022
Q1 | $851K | Sell |
6,241
-357
| -5% | -$48.7K | 0.27% | 64 |
|
|
2021
Q4 | $1.05M | Buy |
+6,598
| New | +$1.05M | 0.35% | 55 |
|