SFA
Semmax Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.9M | Sell |
34,274
-2,233
| -6% | -$645K | 2.55% | 3 |
|
|
2025
Q1 | $9.24M | Buy |
36,507
+1,057
| +3% | +$268K | 2.5% | 2 |
|
|
2024
Q4 | $9.8M | Sell |
35,450
-998
| -3% | -$276K | 2.61% | 3 |
|
|
2024
Q3 | $8.73M | Buy |
36,448
+1,083
| +3% | +$259K | 2.4% | 4 |
|
|
2024
Q2 | $7.35M | Buy |
35,365
+2,135
| +6% | +$444K | 2.21% | 6 |
|
|
2024
Q1 | $6.6M | Sell |
33,230
-6,635
| -17% | -$1.32M | 2.17% | 6 |
|
|
2023
Q4 | $6.95M | Sell |
39,865
-5,119
| -11% | -$892K | 2.53% | 5 |
|
|
2023
Q3 | $6.56M | Buy |
+44,984
| New | +$6.56M | 2.63% | 4 |
|
|
2022
Q4 | $7.19M | Buy |
50,725
+248
| +0.5% | +$35.2K | 2.87% | 7 |
|
|
2022
Q3 | $6.63M | Buy |
50,477
+13,047
| +35% | +$1.71M | 2.81% | 8 |
|
|
2022
Q2 | $4.43M | Buy |
37,430
+33,161
| +777% | +$3.93M | 1.81% | 21 |
|
|
2022
Q1 | $582K | Sell |
4,269
-422
| -9% | -$57.5K | 0.23% | 83 |
|
|
2021
Q4 | $743K | Sell |
4,691
-1,233
| -21% | -$195K | 0.27% | 82 |
|
|
2021
Q3 | $970K | Sell |
5,924
-736
| -11% | -$121K | 0.34% | 79 |
|
|
2021
Q2 | $1.04M | Buy |
6,660
+731
| +12% | +$114K | 0.33% | 78 |
|
|
2021
Q1 | $903K | Buy |
5,929
+941
| +19% | +$143K | 0.32% | 83 |
|
|
2020
Q4 | $634K | Sell |
4,988
-33
| -0.7% | -$4.19K | 0.26% | 85 |
|
|
2020
Q3 | $483K | Buy |
5,021
+372
| +8% | +$35.8K | 0.23% | 85 |
|
|
2020
Q2 | $437K | Buy |
4,649
+667
| +17% | +$62.7K | 0.23% | 83 |
|
|
2020
Q1 | $358K | Buy |
3,982
+465
| +13% | +$41.8K | 0.23% | 81 |
|
|
2019
Q4 | $490K | Buy |
3,517
+369
| +12% | +$51.4K | 0.27% | 68 |
|
|
2019
Q3 | $371K | Buy |
3,148
+540
| +21% | +$63.6K | 0.22% | 74 |
|
|
2019
Q2 | $292K | Buy |
2,608
+957
| +58% | +$107K | 0.19% | 78 |
|
|
2019
Q1 | $167K | Buy |
1,651
+1,076
| +187% | +$109K | 0.12% | 138 |
|
|
2018
Q4 | $56K | Buy |
+575
| New | +$56K | 0.04% | 183 |
|