SFMG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
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|
2025
Q1 | $3.74M | Buy |
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|
2024
Q4 | $3.64M | Sell |
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|
2024
Q3 | $3.26M | Sell |
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|
2024
Q2 | $3.15M | Sell |
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|
2024
Q1 | $3.31M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $2.2M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.1M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $784K | Buy |
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|
2020
Q1 | $745K | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $994K | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $906K | Buy |
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|
2017
Q3 | $806K | Buy |
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|
2017
Q2 | $770K | Buy |
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|
2017
Q1 | $731K | Sell |
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|
2016
Q4 | $721K | Buy |
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|
2016
Q3 | $548K | Buy |
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|
2016
Q2 | $493K | Buy |
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|
2016
Q1 | $293K | Sell |
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|
2015
Q4 | $371K | Buy |
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|
2015
Q3 | $312K | Buy |
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|
2015
Q2 | $345K | Sell |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $299K | Sell |
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|
2014
Q3 | $347K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $200K | Buy |
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