Southern Capital 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 | $639K | Buy |
2,205
+2
| +0.1% | +$580 | 0.33% | 36 |
|
|
2025
Q1 | $541K | Buy |
2,203
+107
| +5% | +$26.3K | 0.3% | 42 |
|
|
2024
Q4 | $503K | Buy |
2,096
+45
| +2% | +$10.8K | 0.28% | 42 |
|
|
2024
Q3 | $433K | Buy |
2,051
+676
| +49% | +$143K | 0.24% | 44 |
|
|
2024
Q2 | $278K | Sell |
1,375
-62
| -4% | -$12.5K | 0.17% | 53 |
|
|
2024
Q1 | $288K | Sell |
1,437
-1,148
| -44% | -$230K | 0.17% | 54 |
|
|
2023
Q4 | $440K | Buy |
2,585
+52
| +2% | +$8.84K | 0.31% | 39 |
|
|
2023
Q3 | $367K | Sell |
2,533
-10
| -0.4% | -$1.45K | 0.31% | 47 |
|
|
2023
Q2 | $370K | Buy |
2,543
+681
| +37% | +$99.1K | 0.28% | 48 |
|
|
2023
Q1 | $243K | Buy |
+1,862
| New | +$243K | 0.18% | 61 |
|
|
2022
Q1 | – | Sell |
-1,409
| Closed | -$223K | – | 87 |
|
|
2021
Q4 | $223K | Buy |
+1,409
| New | +$223K | 0.14% | 67 |
|