Sowell Financial Services’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 | $21.7M | Sell |
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|
2025
Q2 | $21.5M | Buy |
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|
2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | $17.3M | Sell |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $15.8M | Sell |
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|
2024
Q1 | $16.7M | Sell |
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|
2023
Q4 | $14.7M | Sell |
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|
2023
Q3 | $12.6M | Buy |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $7.63M | Sell |
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|
2022
Q4 | $9.31M | Buy |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $6.61M | Buy |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $10.5M | Sell |
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|
2021
Q3 | $12M | Sell |
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|
2021
Q2 | $12.3M | Sell |
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|
2021
Q1 | $19.3M | Buy |
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|
2020
Q4 | $12.7M | Buy |
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|
2020
Q3 | $9.34M | Sell |
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|
2020
Q2 | $9.54M | Buy |
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|
2020
Q1 | $7.8M | Buy |
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|
2019
Q4 | $11.4M | Buy |
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|
2019
Q3 | $9.19M | Buy |
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|
2019
Q1 | $6.3M | Buy |
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|
2018
Q4 | $5.18M | Buy |
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|
2018
Q3 | $5.73M | Sell |
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|
2018
Q2 | $5.87M | Buy |
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|
2018
Q1 | $5.14M | Buy |
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