SFA
Source Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.63M | Buy |
17,213
+2
| +0% | +$422 | 1.07% | 20 |
|
|
2024
Q2 | $3.48M | Sell |
17,211
-468
| -3% | -$94.7K | 1.07% | 21 |
|
|
2024
Q1 | $3.54M | Sell |
17,679
-9,642
| -35% | -$1.93M | 1.07% | 20 |
|
|
2023
Q4 | $4.65M | Sell |
27,321
-2,022
| -7% | -$344K | 1.44% | 15 |
|
|
2023
Q3 | $4.26M | Sell |
29,343
-1,193
| -4% | -$173K | 1.44% | 16 |
|
|
2023
Q2 | $4.44M | Sell |
30,536
-5,695
| -16% | -$828K | 1.46% | 15 |
|
|
2023
Q1 | $4.72M | Sell |
36,231
-3,452
| -9% | -$450K | 1.58% | 13 |
|
|
2022
Q4 | $5.32M | Buy |
39,683
+1,849
| +5% | +$248K | 2% | 12 |
|
|
2022
Q3 | $3.95M | Sell |
37,834
-139
| -0.4% | -$14.5K | 1.57% | 14 |
|
|
2022
Q2 | $4.28M | Buy |
37,973
+192
| +0.5% | +$21.6K | 1.68% | 16 |
|
|
2022
Q1 | $5.15M | Buy |
37,781
+2,260
| +6% | +$308K | 1.52% | 17 |
|
|
2021
Q4 | $5.63M | Sell |
35,521
-1,276
| -3% | -$202K | 1.52% | 17 |
|
|
2021
Q3 | $6.02M | Sell |
36,797
-6,420
| -15% | -$1.05M | 1.56% | 16 |
|
|
2021
Q2 | $6.72M | Sell |
43,217
-51
| -0.1% | -$7.93K | 1.73% | 15 |
|
|
2021
Q1 | $6.59M | Sell |
43,268
-3,459
| -7% | -$527K | 1.76% | 14 |
|
|
2020
Q4 | $5.94M | Buy |
+46,727
| New | +$5.94M | 1.6% | 15 |
|