Southland Equity Partners’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 | $4.14M | Sell |
14,281
-133
| -0.9% | -$38.6K | 0.91% | 27 |
|
|
2025
Q1 | $3.54M | Buy |
14,414
+174
| +1% | +$42.7K | 0.82% | 29 |
|
|
2024
Q4 | $3.41M | Buy |
14,240
+1,377
| +11% | +$330K | 0.79% | 29 |
|
|
2024
Q3 | $2.71M | Buy |
12,863
+2,475
| +24% | +$522K | 0.66% | 35 |
|
|
2024
Q2 | $2.1M | Buy |
10,388
+4,277
| +70% | +$865K | 0.6% | 33 |
|
|
2024
Q1 | $1.22M | Buy |
6,111
+1,463
| +31% | +$293K | 0.34% | 51 |
|
|
2023
Q4 | $791K | Buy |
4,648
+43
| +0.9% | +$7.31K | 0.25% | 66 |
|
|
2023
Q3 | $668K | Buy |
4,605
+170
| +4% | +$24.7K | 0.23% | 68 |
|
|
2023
Q2 | $645K | Sell |
4,435
-1,165
| -21% | -$169K | 0.22% | 68 |
|
|
2023
Q1 | $730K | Buy |
5,600
+77
| +1% | +$10K | 0.29% | 55 |
|
|
2022
Q4 | $741K | Buy |
5,523
+841
| +18% | +$113K | 0.29% | 51 |
|
|
2022
Q3 | $489K | Sell |
4,682
-126
| -3% | -$13.2K | 0.24% | 71 |
|
|
2022
Q2 | $541K | Sell |
4,808
-435
| -8% | -$49K | 0.25% | 74 |
|
|
2022
Q1 | $715K | Buy |
5,243
+183
| +4% | +$24.9K | 0.3% | 60 |
|
|
2021
Q4 | $801K | Buy |
5,060
+115
| +2% | +$18.2K | 0.33% | 55 |
|
|
2021
Q3 | $809K | Buy |
4,945
+596
| +14% | +$97.6K | 0.37% | 51 |
|
|
2021
Q2 | $676K | Buy |
4,349
+304
| +8% | +$47.3K | 0.32% | 62 |
|
|
2021
Q1 | $616K | Buy |
4,045
+12
| +0.3% | +$1.83K | 0.35% | 58 |
|
|
2020
Q4 | $513K | Buy |
+4,033
| New | +$513K | 0.35% | 63 |
|