SFG
Sovereign Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
6,812
+133
| +2% | +$38.6K | 0.41% | 42 |
|
|
2025
Q1 | $1.64M | Buy |
6,679
+424
| +7% | +$104K | 0.38% | 50 |
|
|
2024
Q4 | $1.5M | Buy |
6,255
+667
| +12% | +$160K | 0.34% | 57 |
|
|
2024
Q3 | $1.18M | Buy |
5,588
+117
| +2% | +$24.7K | 0.28% | 73 |
|
|
2024
Q2 | $1.11M | Buy |
5,471
+308
| +6% | +$62.3K | 0.28% | 76 |
|
|
2024
Q1 | $1.03M | Buy |
5,163
+413
| +9% | +$82.7K | 0.27% | 75 |
|
|
2023
Q4 | $808K | Buy |
4,750
+488
| +11% | +$83K | 0.25% | 76 |
|
|
2023
Q3 | $618K | Sell |
4,262
-565
| -12% | -$81.9K | 0.22% | 96 |
|
|
2023
Q2 | $702K | Buy |
4,827
+306
| +7% | +$44.5K | 0.23% | 104 |
|
|
2023
Q1 | $589K | Sell |
4,521
-21
| -0.5% | -$2.74K | 0.22% | 110 |
|
|
2022
Q4 | $609K | Buy |
4,542
+510
| +13% | +$68.4K | 0.24% | 108 |
|
|
2022
Q3 | $421K | Sell |
4,032
-46
| -1% | -$4.8K | 0.17% | 118 |
|
|
2022
Q2 | $459K | Buy |
4,078
+170
| +4% | +$19.1K | 0.18% | 115 |
|
|
2022
Q1 | $533K | Buy |
3,908
+584
| +18% | +$79.7K | 0.2% | 111 |
|
|
2021
Q4 | $526K | Buy |
3,324
+1,504
| +83% | +$238K | 0.21% | 108 |
|
|
2021
Q3 | $298K | Sell |
1,820
-468
| -20% | -$76.6K | 0.17% | 125 |
|
|
2021
Q2 | $348K | Hold |
2,288
| – | – | 0.21% | 100 |
|
|
2021
Q1 | $348K | Buy |
2,288
+611
| +36% | +$92.9K | 0.22% | 99 |
|
|
2020
Q4 | $213K | Buy |
+1,677
| New | +$213K | 0.15% | 124 |
|