Southern Capital Advisors’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
Q3 | $696K | Buy |
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|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Buy |
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