SWA
SFMG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
14,718
-531
| -3% | -$154K | 0.32% | 44 |
|
|
2025
Q1 | $3.74M | Buy |
15,249
+78
| +0.5% | +$19.1K | 0.3% | 46 |
|
|
2024
Q4 | $3.64M | Sell |
15,171
-284
| -2% | -$68.1K | 0.29% | 47 |
|
|
2024
Q3 | $3.26M | Sell |
15,455
-124
| -0.8% | -$26.1K | 0.26% | 46 |
|
|
2024
Q2 | $3.15M | Sell |
15,579
-967
| -6% | -$196K | 0.27% | 48 |
|
|
2024
Q1 | $3.31M | Buy |
16,546
+1,311
| +9% | +$263K | 0.28% | 48 |
|
|
2023
Q4 | $2.59M | Buy |
15,235
+237
| +2% | +$40.3K | 0.24% | 57 |
|
|
2023
Q3 | $2.18M | Sell |
14,998
-101
| -0.7% | -$14.6K | 0.22% | 60 |
|
|
2023
Q2 | $2.2M | Sell |
15,099
-323
| -2% | -$47K | 0.23% | 60 |
|
|
2023
Q1 | $2.01M | Sell |
15,422
-250
| -2% | -$32.6K | 0.22% | 64 |
|
|
2022
Q4 | $2.1M | Buy |
15,672
+100
| +0.6% | +$13.4K | 0.23% | 61 |
|
|
2022
Q3 | $1.61M | Buy |
15,572
+250
| +2% | +$25.9K | 0.19% | 66 |
|
|
2022
Q2 | $1.73M | Buy |
15,322
+1,252
| +9% | +$141K | 0.2% | 63 |
|
|
2022
Q1 | $1.92M | Sell |
14,070
-89
| -0.6% | -$12.1K | 0.19% | 66 |
|
|
2021
Q4 | $2.24M | Buy |
14,159
+246
| +2% | +$39K | 0.22% | 60 |
|
|
2021
Q3 | $2.28M | Sell |
13,913
-347
| -2% | -$56.8K | 0.25% | 55 |
|
|
2021
Q2 | $2.22M | Buy |
14,260
+180
| +1% | +$28K | 0.25% | 52 |
|
|
2021
Q1 | $2.14M | Sell |
14,080
-133
| -0.9% | -$20.2K | 0.25% | 54 |
|
|
2020
Q4 | $1.81M | Buy |
14,213
+3,775
| +36% | +$480K | 0.23% | 53 |
|
|
2020
Q3 | $1.01M | Buy |
10,438
+2,099
| +25% | +$202K | 0.14% | 64 |
|
|
2020
Q2 | $784K | Buy |
8,339
+63
| +0.8% | +$5.92K | 0.11% | 67 |
|
|
2020
Q1 | $745K | Sell |
8,276
-2,140
| -21% | -$193K | 0.11% | 52 |
|
|
2019
Q4 | $1.45M | Sell |
10,416
-24
| -0.2% | -$3.35K | 0.18% | 54 |
|
|
2019
Q3 | $1.23M | Buy |
10,440
+60
| +0.6% | +$7.06K | 0.17% | 47 |
|
|
2019
Q2 | $1.21M | Buy |
10,380
+296
| +3% | +$34.4K | 0.16% | 38 |
|
|
2019
Q1 | $1.02M | Sell |
10,084
-581
| -5% | -$58.8K | 0.15% | 44 |
|
|
2018
Q4 | $1.04M | Buy |
10,665
+1,012
| +10% | +$98.8K | 0.17% | 40 |
|
|
2018
Q3 | $1.05M | Buy |
9,653
+109
| +1% | +$11.8K | 0.16% | 40 |
|
|
2018
Q2 | $994K | Buy |
9,544
+184
| +2% | +$19.2K | 0.16% | 45 |
|
|
2018
Q1 | $1.03M | Buy |
9,360
+884
| +10% | +$97.2K | 0.17% | 44 |
|
|
2017
Q4 | $906K | Buy |
8,476
+40
| +0.5% | +$4.28K | 0.15% | 48 |
|
|
2017
Q3 | $806K | Buy |
8,436
+14
| +0.2% | +$1.34K | 0.16% | 45 |
|
|
2017
Q2 | $770K | Buy |
8,422
+98
| +1% | +$8.96K | 0.16% | 49 |
|
|
2017
Q1 | $731K | Sell |
8,324
-32
| -0.4% | -$2.81K | 0.15% | 50 |
|
|
2016
Q4 | $721K | Buy |
8,356
+122
| +1% | +$10.5K | 0.15% | 53 |
|
|
2016
Q3 | $548K | Buy |
8,234
+304
| +4% | +$20.2K | 0.12% | 62 |
|
|
2016
Q2 | $493K | Buy |
7,930
+2,988
| +60% | +$186K | 0.11% | 69 |
|
|
2016
Q1 | $293K | Sell |
4,942
-679
| -12% | -$40.3K | 0.06% | 80 |
|
|
2015
Q4 | $371K | Buy |
5,621
+505
| +10% | +$33.3K | 0.08% | 79 |
|
|
2015
Q3 | $312K | Buy |
5,116
+20
| +0.4% | +$1.22K | 0.08% | 84 |
|
|
2015
Q2 | $345K | Sell |
5,096
-11,975
| -70% | -$811K | 0.08% | 83 |
|
|
2015
Q1 | $1.03M | Buy |
17,071
+12,296
| +258% | +$745K | 0.08% | 73 |
|
|
2014
Q4 | $299K | Sell |
4,775
-992
| -17% | -$62.1K | 0.07% | 89 |
|
|
2014
Q3 | $347K | Buy |
+5,767
| New | +$347K | 0.11% | 55 |
|
|
2014
Q1 | – | Sell |
-3,418
| Closed | -$200K | – | 83 |
|
|
2013
Q4 | $200K | Buy |
+3,418
| New | +$200K | 0.07% | 72 |
|