SNS Financial Group’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 | $733K | Buy |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $385K | Hold |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $590K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $882K | Buy |
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|
2021
Q3 | $867K | Buy |
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|
2021
Q2 | $813K | Sell |
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|
2021
Q1 | $824K | Buy |
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|
2020
Q4 | $676K | Buy |
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|
2020
Q3 | $443K | Buy |
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|
2020
Q2 | $432K | Sell |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $738K | Sell |
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|
2019
Q3 | $625K | Sell |
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|
2019
Q2 | $619K | Sell |
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|
2019
Q1 | $573K | Sell |
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|
2018
Q4 | $561K | Sell |
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|
2018
Q3 | $2.09M | Sell |
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|
2018
Q2 | $1.95M | Buy |
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|
2018
Q1 | $476K | Sell |
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|
2017
Q4 | $623K | Sell |
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|
2017
Q3 | $578K | Sell |
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|
2017
Q2 | $707K | Buy |
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|
2017
Q1 | $679K | Buy |
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|
2016
Q4 | $330K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $393K | Buy |
|