SBIA
Sheaff Brock Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.67M | Sell |
31,252
-266
| -0.8% | -$65.3K | 0.7% | 41 |
|
|
2024
Q4 | $7.56M | Sell |
31,518
-1,909
| -6% | -$458K | 0.66% | 43 |
|
|
2024
Q3 | $7.05M | Buy |
33,427
+1,381
| +4% | +$291K | 0.62% | 46 |
|
|
2024
Q2 | $6.48M | Sell |
32,046
-4,185
| -12% | -$846K | 0.6% | 44 |
|
|
2024
Q1 | $7.26M | Sell |
36,231
-44,675
| -55% | -$8.95M | 0.46% | 43 |
|
|
2023
Q4 | $13.8M | Buy |
80,906
+5,378
| +7% | +$915K | 1.06% | 9 |
|
|
2023
Q3 | $11M | Sell |
75,528
-699
| -0.9% | -$101K | 0.99% | 13 |
|
|
2023
Q2 | $11.1M | Sell |
76,227
-28,025
| -27% | -$4.08M | 0.93% | 16 |
|
|
2023
Q1 | $13.6M | Buy |
104,252
+27,563
| +36% | +$3.59M | 1.25% | 8 |
|
|
2022
Q4 | $10.3M | Sell |
76,689
-4,506
| -6% | -$604K | 1.01% | 16 |
|
|
2022
Q3 | $8.49M | Sell |
81,195
-690
| -0.8% | -$72.1K | 0.91% | 13 |
|
|
2022
Q2 | $9.22M | Sell |
81,885
-20,629
| -20% | -$2.32M | 0.77% | 15 |
|
|
2022
Q1 | $14M | Buy |
102,514
+1,479
| +1% | +$202K | 0.97% | 9 |
|
|
2021
Q4 | $16M | Buy |
101,035
+29
| +0% | +$4.59K | 1.07% | 7 |
|
|
2021
Q3 | $16.5M | Buy |
101,006
+930
| +0.9% | +$152K | 1.21% | 5 |
|
|
2021
Q2 | $15.6M | Buy |
100,076
+22,015
| +28% | +$3.42M | 1.12% | 6 |
|
|
2021
Q1 | $11.9M | Sell |
78,061
-26,574
| -25% | -$4.05M | 0.94% | 8 |
|
|
2020
Q4 | $13.3M | Buy |
104,635
+6,780
| +7% | +$862K | 1.11% | 4 |
|
|
2020
Q3 | $9.42M | Sell |
97,855
-3,144
| -3% | -$303K | 0.87% | 11 |
|
|
2020
Q2 | $9.5M | Buy |
100,999
+250
| +0.2% | +$23.5K | 0.94% | 8 |
|
|
2020
Q1 | $9.07M | Sell |
100,749
-2,936
| -3% | -$264K | 1.2% | 7 |
|
|
2019
Q4 | $14.5M | Sell |
103,685
-26,997
| -21% | -$3.76M | 1.4% | 5 |
|
|
2019
Q3 | $15.4M | Buy |
130,682
+24,473
| +23% | +$2.88M | 1.66% | 4 |
|
|
2019
Q2 | $11.9M | Sell |
106,209
-3,065
| -3% | -$343K | 1.28% | 7 |
|
|
2019
Q1 | $11.1M | Sell |
109,274
-1,242
| -1% | -$126K | 1.35% | 9 |
|
|
2018
Q4 | $10.8M | Sell |
110,516
-3,134
| -3% | -$306K | 1.7% | 6 |
|
|
2018
Q3 | $12.8M | Sell |
113,650
-1,429
| -1% | -$161K | 1.21% | 5 |
|
|
2018
Q2 | $12M | Sell |
115,079
-139
| -0.1% | -$14.5K | 1.17% | 5 |
|
|
2018
Q1 | $12.7M | Buy |
115,218
+4,874
| +4% | +$536K | 1.31% | 6 |
|
|
2017
Q4 | $11.8M | Sell |
110,344
-1,058
| -0.9% | -$113K | 1.53% | 7 |
|
|
2017
Q3 | $10.6M | Sell |
111,402
-2,558
| -2% | -$244K | 1.4% | 8 |
|
|
2017
Q2 | $10.4M | Buy |
113,960
+60,407
| +113% | +$5.52M | 1.37% | 7 |
|
|
2017
Q1 | $4.7M | Buy |
53,553
+1,514
| +3% | +$133K | 0.61% | 42 |
|
|
2016
Q4 | $4.49M | Sell |
52,039
-802
| -2% | -$69.2K | 0.57% | 46 |
|
|
2016
Q3 | $3.52M | Sell |
52,841
-88,363
| -63% | -$5.88M | 0.47% | 48 |
|
|
2016
Q2 | $8.78M | Sell |
141,204
-10,034
| -7% | -$624K | 1.11% | 14 |
|
|
2016
Q1 | $8.96M | Sell |
151,238
-11,055
| -7% | -$655K | 1.1% | 15 |
|
|
2015
Q4 | $10.7M | Buy |
+162,293
| New | +$10.7M | 1.21% | 10 |
|