SevenBridge 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 | $12.9M | Sell |
43,880
-482
| -1% | -$141K | 2.27% | 7 |
|
|
2025
Q1 | $11.5M | Sell |
44,362
-3,000
| -6% | -$780K | 2.27% | 7 |
|
|
2024
Q4 | $13M | Buy |
47,362
+565
| +1% | +$155K | 2.46% | 5 |
|
|
2024
Q3 | $11.2M | Buy |
46,797
+1,429
| +3% | +$342K | 2.16% | 8 |
|
|
2024
Q2 | $9.09M | Sell |
45,368
-76
| -0.2% | -$15.2K | 2.01% | 8 |
|
|
2024
Q1 | $8.66M | Sell |
45,444
-1,804
| -4% | -$344K | 1.96% | 9 |
|
|
2023
Q4 | $8.04M | Buy |
47,248
+121
| +0.3% | +$20.6K | 1.9% | 8 |
|
|
2023
Q3 | $6.83M | Buy |
47,127
+1,074
| +2% | +$156K | 1.77% | 9 |
|
|
2023
Q2 | $6.7M | Sell |
46,053
-337
| -0.7% | -$49K | 1.73% | 12 |
|
|
2023
Q1 | $6.05M | Buy |
46,390
+925
| +2% | +$121K | 1.67% | 14 |
|
|
2022
Q4 | $6.1M | Buy |
45,465
+1,174
| +3% | +$157K | 1.78% | 13 |
|
|
2022
Q3 | $4.63M | Buy |
44,291
+1,129
| +3% | +$118K | 1.57% | 15 |
|
|
2022
Q2 | $4.86M | Buy |
43,162
+793
| +2% | +$89.3K | 1.97% | 10 |
|
|
2022
Q1 | $5.78M | Buy |
42,369
+129
| +0.3% | +$17.6K | 2.03% | 10 |
|
|
2021
Q4 | $6.69M | Sell |
42,240
-2
| -0% | -$317 | 2.02% | 8 |
|
|
2021
Q3 | $6.92M | Sell |
42,242
-907
| -2% | -$148K | 2.31% | 7 |
|
|
2021
Q2 | $6.71M | Buy |
43,149
+317
| +0.7% | +$49.3K | 2.19% | 8 |
|
|
2021
Q1 | $6.52M | Sell |
42,832
-205
| -0.5% | -$31.2K | 2.37% | 7 |
|
|
2020
Q4 | $5.47M | Sell |
43,037
-265
| -0.6% | -$33.7K | 2.14% | 7 |
|
|
2020
Q3 | $4.17M | Sell |
43,302
-1,715
| -4% | -$165K | 1.9% | 12 |
|
|
2020
Q2 | $4.23M | Sell |
45,017
-747
| -2% | -$70.3K | 2.1% | 8 |
|
|
2020
Q1 | $4.12M | Buy |
45,764
+1,744
| +4% | +$157K | 2.38% | 6 |
|
|
2019
Q4 | $6.14M | Sell |
44,020
-287
| -0.6% | -$40K | 1.6% | 3 |
|
|
2019
Q3 | $5.22M | Buy |
44,307
+64
| +0.1% | +$7.53K | 2.74% | 4 |
|
|
2019
Q2 | $4.86M | Buy |
44,243
+1,223
| +3% | +$134K | 1.74% | 5 |
|
|
2019
Q1 | $4.36M | Sell |
43,020
-744
| -2% | -$75.3K | 1.63% | 6 |
|
|
2018
Q4 | $4.2M | Buy |
43,764
+9,310
| +27% | +$893K | 2.57% | 5 |
|
|
2018
Q3 | $3.8M | Buy |
34,454
+1,611
| +5% | +$178K | 2.02% | 7 |
|
|
2018
Q2 | $3.42M | Buy |
32,843
+94
| +0.3% | +$9.79K | 1.91% | 7 |
|
|
2018
Q1 | $3.52M | Buy |
32,749
+459
| +1% | +$49.3K | 2.02% | 6 |
|
|
2017
Q4 | $3.37M | Buy |
32,290
+171
| +0.5% | +$17.9K | 1.87% | 8 |
|
|
2017
Q3 | $3.07M | Buy |
32,119
+1,369
| +4% | +$131K | 1.76% | 8 |
|
|
2017
Q2 | $2.81M | Buy |
30,750
+447
| +1% | +$40.9K | 1.72% | 7 |
|
|
2017
Q1 | $2.61M | Buy |
30,303
+4,005
| +15% | +$345K | 1.72% | 10 |
|
|
2016
Q4 | $1.78M | Hold |
26,298
| – | – | 1.29% | 18 |
|
|
2016
Q3 | $1.78M | Buy |
26,298
+660
| +3% | +$44.7K | 1.3% | 18 |
|
|
2016
Q2 | $1.59M | Buy |
+25,638
| New | +$1.59M | 1.12% | 23 |
|