Souders Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Sell |
21,320
-1,374
| -6% | -$398K | 0.79% | 31 |
|
|
2025
Q1 | $5.57M | Sell |
22,694
-7,034
| -24% | -$1.73M | 0.78% | 29 |
|
|
2024
Q4 | $7.13M | Sell |
29,728
-7,169
| -19% | -$1.72M | 1% | 28 |
|
|
2024
Q3 | $7.78M | Sell |
36,897
-1,013
| -3% | -$214K | 1.08% | 21 |
|
|
2024
Q2 | $7.67M | Buy |
37,910
+1,792
| +5% | +$362K | 1.16% | 23 |
|
|
2024
Q1 | $7.23M | Sell |
36,118
-4,504
| -11% | -$902K | 1.14% | 22 |
|
|
2023
Q4 | $6.91M | Sell |
40,622
-466
| -1% | -$79.3K | 1.18% | 23 |
|
|
2023
Q3 | $5.96M | Sell |
41,088
-3,182
| -7% | -$461K | 1.14% | 23 |
|
|
2023
Q2 | $6.44M | Sell |
44,270
-1,909
| -4% | -$278K | 1.23% | 23 |
|
|
2023
Q1 | $6.02M | Sell |
46,179
-1,010
| -2% | -$132K | 1.28% | 21 |
|
|
2022
Q4 | $6.33M | Buy |
47,189
+619
| +1% | +$83K | 1.45% | 20 |
|
|
2022
Q3 | $4.87M | Buy |
46,570
+2,641
| +6% | +$276K | 1.32% | 19 |
|
|
2022
Q2 | $4.95M | Buy |
43,929
+7,909
| +22% | +$891K | 1.42% | 18 |
|
|
2022
Q1 | $4.91M | Sell |
36,020
-144
| -0.4% | -$19.6K | 1.42% | 16 |
|
|
2021
Q4 | $5.73M | Buy |
36,164
+2,223
| +7% | +$352K | 1.64% | 12 |
|
|
2021
Q3 | $5.56M | Buy |
33,941
+1,175
| +4% | +$192K | 1.79% | 11 |
|
|
2021
Q2 | $5.1M | Sell |
32,766
-576
| -2% | -$89.6K | 1.72% | 12 |
|
|
2021
Q1 | $5.08M | Sell |
33,342
-1,797
| -5% | -$274K | 1.99% | 10 |
|
|
2020
Q4 | $4.47M | Buy |
35,139
+123
| +0.4% | +$15.6K | 1.95% | 10 |
|
|
2020
Q3 | $4.08M | Sell |
35,016
-159
| -0.5% | -$18.5K | 1.93% | 10 |
|
|
2020
Q2 | $3.31M | Buy |
35,175
+5,690
| +19% | +$535K | 1.89% | 13 |
|
|
2020
Q1 | $2.66M | Buy |
+29,485
| New | +$2.66M | 2.34% | 9 |
|