SFG
SNS Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
2,528
+23
| +0.9% | +$6.67K | 0.07% | 101 |
|
|
2025
Q1 | $614K | Buy |
2,505
+97
| +4% | +$23.8K | 0.06% | 107 |
|
|
2024
Q4 | $577K | Buy |
2,408
+8
| +0.3% | +$1.92K | 0.06% | 105 |
|
|
2024
Q3 | $506K | Sell |
2,400
-374
| -13% | -$78.9K | 0.05% | 115 |
|
|
2024
Q2 | $561K | Buy |
2,774
+254
| +10% | +$51.4K | 0.06% | 110 |
|
|
2024
Q1 | $505K | Sell |
2,520
-106
| -4% | -$21.2K | 0.06% | 117 |
|
|
2023
Q4 | $447K | Buy |
2,626
+188
| +8% | +$32K | 0.05% | 119 |
|
|
2023
Q3 | $354K | Sell |
2,438
-207
| -8% | -$30K | 0.05% | 130 |
|
|
2023
Q2 | $385K | Hold |
2,645
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $345K | Sell |
2,645
-1,756
| -40% | -$229K | 0.05% | 133 |
|
|
2022
Q4 | $590K | Buy |
4,401
+391
| +10% | +$52.4K | 0.08% | 101 |
|
|
2022
Q3 | $419K | Buy |
4,010
+17
| +0.4% | +$1.78K | 0.06% | 116 |
|
|
2022
Q2 | $450K | Sell |
3,993
-30
| -0.7% | -$3.38K | 0.06% | 114 |
|
|
2022
Q1 | $548K | Sell |
4,023
-1,550
| -28% | -$211K | 0.06% | 110 |
|
|
2021
Q4 | $882K | Buy |
5,573
+279
| +5% | +$44.2K | 0.09% | 94 |
|
|
2021
Q3 | $867K | Buy |
5,294
+63
| +1% | +$10.3K | 0.1% | 92 |
|
|
2021
Q2 | $813K | Sell |
5,231
-180
| -3% | -$28K | 0.1% | 95 |
|
|
2021
Q1 | $824K | Buy |
5,411
+89
| +2% | +$13.6K | 0.11% | 89 |
|
|
2020
Q4 | $676K | Buy |
5,322
+719
| +16% | +$91.3K | 0.1% | 99 |
|
|
2020
Q3 | $443K | Buy |
4,603
+12
| +0.3% | +$1.16K | 0.07% | 115 |
|
|
2020
Q2 | $432K | Sell |
4,591
-663
| -13% | -$62.4K | 0.08% | 112 |
|
|
2020
Q1 | $473K | Sell |
5,254
-36
| -0.7% | -$3.24K | 0.09% | 99 |
|
|
2019
Q4 | $738K | Sell |
5,290
-19
| -0.4% | -$2.65K | 0.13% | 90 |
|
|
2019
Q3 | $625K | Sell |
5,309
-233
| -4% | -$27.4K | 0.12% | 93 |
|
|
2019
Q2 | $619K | Sell |
5,542
-121
| -2% | -$13.5K | 0.12% | 99 |
|
|
2019
Q1 | $573K | Sell |
5,663
-80
| -1% | -$8.1K | 0.13% | 97 |
|
|
2018
Q4 | $561K | Sell |
5,743
-12,759
| -69% | -$1.25M | 0.14% | 93 |
|
|
2018
Q3 | $2.09M | Sell |
18,502
-175
| -0.9% | -$19.7K | 0.5% | 38 |
|
|
2018
Q2 | $1.95M | Buy |
18,677
+14,347
| +331% | +$1.49M | 0.51% | 39 |
|
|
2018
Q1 | $476K | Sell |
4,330
-1,497
| -26% | -$165K | 0.13% | 97 |
|
|
2017
Q4 | $623K | Sell |
5,827
-231
| -4% | -$24.7K | 0.15% | 90 |
|
|
2017
Q3 | $578K | Sell |
6,058
-1,675
| -22% | -$160K | 0.15% | 95 |
|
|
2017
Q2 | $707K | Buy |
7,733
+13
| +0.2% | +$1.19K | 0.19% | 85 |
|
|
2017
Q1 | $679K | Buy |
7,720
+3,890
| +102% | +$342K | 0.17% | 90 |
|
|
2016
Q4 | $330K | Buy |
+3,830
| New | +$330K | 0.1% | 116 |
|
|
2014
Q1 | – | Sell |
-6,714
| Closed | -$393K | – | 95 |
|
|
2013
Q4 | $393K | Buy |
+6,714
| New | +$393K | 0.18% | 79 |
|