SFP
Shepherd Financial Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
48,068
-46
| -0.1% | -$13.3K | 1.47% | 19 |
|
|
2025
Q1 | $11.8M | Buy |
48,114
+966
| +2% | +$237K | 1.38% | 19 |
|
|
2024
Q4 | $11.3M | Buy |
47,148
+257
| +0.5% | +$61.6K | 1.35% | 14 |
|
|
2024
Q3 | $9.89M | Buy |
46,891
+673
| +1% | +$142K | 1.19% | 15 |
|
|
2024
Q2 | $9.35M | Buy |
46,218
+320
| +0.7% | +$64.7K | 1.21% | 15 |
|
|
2024
Q1 | $9.19M | Buy |
45,898
+979
| +2% | +$196K | 1.2% | 14 |
|
|
2023
Q4 | $7.64M | Buy |
44,919
+92
| +0.2% | +$15.6K | 1.09% | 16 |
|
|
2023
Q3 | $6.5M | Buy |
44,827
+2,883
| +7% | +$418K | 1.02% | 20 |
|
|
2023
Q2 | $6.1M | Buy |
41,944
+1,065
| +3% | +$155K | 0.95% | 20 |
|
|
2023
Q1 | $5.33M | Buy |
40,879
+548
| +1% | +$71.4K | 0.89% | 19 |
|
|
2022
Q4 | $5.41M | Buy |
40,331
+369
| +0.9% | +$49.5K | 0.98% | 17 |
|
|
2022
Q3 | $4.18M | Buy |
39,962
+825
| +2% | +$86.2K | 0.81% | 23 |
|
|
2022
Q2 | $4.41M | Buy |
39,137
+1,168
| +3% | +$132K | 0.86% | 21 |
|
|
2022
Q1 | $5.17M | Buy |
37,969
+1,115
| +3% | +$152K | 0.92% | 16 |
|
|
2021
Q4 | $5.84M | Buy |
36,854
+960
| +3% | +$152K | 1.01% | 17 |
|
|
2021
Q3 | $5.87M | Buy |
35,894
+270
| +0.8% | +$44.2K | 1.13% | 16 |
|
|
2021
Q2 | $5.54M | Buy |
35,624
+762
| +2% | +$119K | 1.05% | 17 |
|
|
2021
Q1 | $5.31M | Buy |
34,862
+855
| +3% | +$130K | 1.17% | 14 |
|
|
2020
Q4 | $4.32M | Buy |
34,007
+1,092
| +3% | +$139K | 0.99% | 19 |
|
|
2020
Q3 | $3.17M | Buy |
32,915
+466
| +1% | +$44.9K | 0.75% | 20 |
|
|
2020
Q2 | $3.05M | Buy |
32,449
+1,097
| +3% | +$103K | 0.83% | 19 |
|
|
2020
Q1 | $2.82M | Sell |
31,352
-12,133
| -28% | -$1.09M | 0.98% | 16 |
|
|
2019
Q4 | $6.06M | Sell |
43,485
-1,978
| -4% | -$276K | 1.41% | 13 |
|
|
2019
Q3 | $5.35M | Buy |
45,463
+120
| +0.3% | +$14.1K | 1.34% | 14 |
|
|
2019
Q2 | $5.07M | Sell |
45,343
-618
| -1% | -$69.1K | 0.95% | 16 |
|
|
2019
Q1 | $4.65M | Buy |
45,961
+1,272
| +3% | +$129K | 0.9% | 17 |
|
|
2018
Q4 | $4.37M | Buy |
44,689
+2,278
| +5% | +$223K | 0.95% | 19 |
|
|
2018
Q3 | $4.42M | Hold |
42,411
| – | – | 1% | 16 |
|
|
2018
Q2 | $4.46M | Buy |
42,411
+2,752
| +7% | +$289K | 1% | 16 |
|
|
2018
Q1 | $4.36M | Sell |
39,659
-245
| -0.6% | -$26.9K | 1.07% | 11 |
|
|
2017
Q4 | $4.27M | Sell |
39,904
-1,696
| -4% | -$181K | 1% | 16 |
|
|
2017
Q3 | $4.01M | Buy |
41,600
+244
| +0.6% | +$23.5K | 0.93% | 15 |
|
|
2017
Q2 | $3.86M | Sell |
41,356
-3,523
| -8% | -$328K | 0.94% | 18 |
|
|
2017
Q1 | $3.87M | Sell |
44,879
-1,102
| -2% | -$95K | 1% | 17 |
|
|
2016
Q4 | $4.01M | Buy |
+45,981
| New | +$4.01M | 1.14% | 14 |
|