SWM
SFG Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
2,296
+131
| +6% | +$38K | 0.4% | 42 |
|
|
2025
Q1 | $531K | Sell |
2,165
-510
| -19% | -$125K | 0.26% | 69 |
|
|
2024
Q4 | $641K | Sell |
2,675
-107
| -4% | -$25.7K | 0.34% | 49 |
|
|
2024
Q3 | $587K | Buy |
2,782
+178
| +7% | +$37.5K | 0.31% | 52 |
|
|
2024
Q2 | $527K | Buy |
2,604
+2
| +0.1% | +$404 | 0.3% | 50 |
|
|
2024
Q1 | $521K | Buy |
2,602
+45
| +2% | +$9.01K | 0.31% | 46 |
|
|
2023
Q4 | $435K | Buy |
2,557
+3
| +0.1% | +$510 | 0.29% | 52 |
|
|
2023
Q3 | $370K | Buy |
2,554
+2
| +0.1% | +$290 | 0.29% | 59 |
|
|
2023
Q2 | $371K | Buy |
2,552
+753
| +42% | +$110K | 0.31% | 58 |
|
|
2023
Q1 | $234K | Buy |
1,799
+161
| +10% | +$21K | 0.26% | 69 |
|
|
2022
Q4 | $220K | Buy |
+1,638
| New | +$220K | 0.27% | 70 |
|
|
2022
Q2 | – | Sell |
-1,698
| Closed | -$231K | – | 90 |
|
|
2022
Q1 | $231K | Buy |
1,698
+172
| +11% | +$23.4K | 0.22% | 80 |
|
|
2021
Q4 | $242K | Buy |
+1,526
| New | +$242K | 0.22% | 85 |
|