SFS
Sowell Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
74,287
+624
| +0.8% | +$181K | 0.88% | 16 |
|
|
2025
Q1 | $18.1M | Buy |
73,663
+1,332
| +2% | +$327K | 0.82% | 16 |
|
|
2024
Q4 | $17.3M | Sell |
72,331
-2,335
| -3% | -$560K | 0.91% | 18 |
|
|
2024
Q3 | $15.7M | Sell |
74,666
-3,646
| -5% | -$769K | 0.73% | 21 |
|
|
2024
Q2 | $15.8M | Sell |
78,312
-4,944
| -6% | -$1,000K | 0.76% | 23 |
|
|
2024
Q1 | $16.7M | Sell |
83,256
-3,059
| -4% | -$613K | 0.79% | 20 |
|
|
2023
Q4 | $14.7M | Sell |
86,315
-536
| -0.6% | -$91.2K | 0.8% | 18 |
|
|
2023
Q3 | $12.6M | Buy |
86,851
+15,178
| +21% | +$2.2M | 0.79% | 24 |
|
|
2023
Q2 | $10.4M | Buy |
71,673
+13,105
| +22% | +$1.91M | 0.58% | 33 |
|
|
2023
Q1 | $7.63M | Sell |
58,568
-10,833
| -16% | -$1.41M | 0.59% | 28 |
|
|
2022
Q4 | $9.31M | Buy |
69,401
+7,968
| +13% | +$1.07M | 0.6% | 29 |
|
|
2022
Q3 | $6.42M | Buy |
61,433
+2,712
| +5% | +$283K | 0.65% | 26 |
|
|
2022
Q2 | $6.61M | Buy |
58,721
+45,081
| +331% | +$5.08M | 0.61% | 33 |
|
|
2022
Q1 | $1.78M | Sell |
13,640
-52,411
| -79% | -$6.84M | 0.31% | 58 |
|
|
2021
Q4 | $10.5M | Sell |
66,051
-7,241
| -10% | -$1.15M | 0.6% | 33 |
|
|
2021
Q3 | $12M | Sell |
73,292
-5,517
| -7% | -$903K | 0.81% | 19 |
|
|
2021
Q2 | $12.3M | Sell |
78,809
-41,072
| -34% | -$6.39M | 0.81% | 15 |
|
|
2021
Q1 | $19.3M | Buy |
119,881
+20,087
| +20% | +$3.23M | 0.67% | 26 |
|
|
2020
Q4 | $12.7M | Buy |
99,794
+2,816
| +3% | +$358K | 0.54% | 44 |
|
|
2020
Q3 | $9.34M | Sell |
96,978
-4,457
| -4% | -$429K | 0.47% | 49 |
|
|
2020
Q2 | $9.54M | Buy |
101,435
+14,807
| +17% | +$1.39M | 0.52% | 42 |
|
|
2020
Q1 | $7.8M | Buy |
86,628
+4,847
| +6% | +$436K | 0.58% | 31 |
|
|
2019
Q4 | $11.4M | Buy |
81,781
+3,740
| +5% | +$521K | 0.87% | 15 |
|
|
2019
Q3 | $9.19M | Buy |
+78,041
| New | +$9.19M | 0.76% | 21 |
|
|
2019
Q1 | $6.3M | Buy |
62,202
+9,103
| +17% | +$922K | 0.7% | 34 |
|
|
2018
Q4 | $5.18M | Buy |
53,099
+2,298
| +5% | +$224K | 0.73% | 31 |
|
|
2018
Q3 | $5.73M | Sell |
50,801
-740
| -1% | -$83.5K | 0.83% | 28 |
|
|
2018
Q2 | $5.87M | Buy |
51,541
+3,907
| +8% | +$445K | 1.25% | 19 |
|
|
2018
Q1 | $5.14M | Buy |
+47,634
| New | +$5.14M | 1.28% | 18 |
|