Sovereign Financial Group’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 | $2.24M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $808K | Buy |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $702K | Buy |
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|
2023
Q1 | $589K | Sell |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $526K | Buy |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $213K | Buy |
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