SFI
SPC Financial Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
35,016
-677
| -2% | -$196K | 0.85% | 30 |
|
|
2025
Q1 | $8.76M | Sell |
35,693
-1,250
| -3% | -$307K | 0.77% | 33 |
|
|
2024
Q4 | $8.86M | Buy |
36,943
+985
| +3% | +$236K | 0.77% | 31 |
|
|
2024
Q3 | $7.58M | Sell |
35,958
-954
| -3% | -$201K | 0.67% | 35 |
|
|
2024
Q2 | $7.47M | Buy |
36,912
+1,693
| +5% | +$342K | 0.69% | 35 |
|
|
2024
Q1 | $7.05M | Sell |
35,219
-2,409
| -6% | -$483K | 0.66% | 35 |
|
|
2023
Q4 | $6.4M | Buy |
37,628
+2,045
| +6% | +$348K | 0.65% | 35 |
|
|
2023
Q3 | $5.16M | Sell |
35,583
-251
| -0.7% | -$36.4K | 0.58% | 33 |
|
|
2023
Q2 | $5.21M | Sell |
35,834
-64
| -0.2% | -$9.31K | 0.56% | 34 |
|
|
2023
Q1 | $4.68M | Buy |
35,898
+9,715
| +37% | +$1.27M | 0.53% | 34 |
|
|
2022
Q4 | $3.51M | Sell |
26,183
-232
| -0.9% | -$31.1K | 0.42% | 40 |
|
|
2022
Q3 | $2.76M | Buy |
26,415
+505
| +2% | +$52.8K | 0.34% | 44 |
|
|
2022
Q2 | $2.92M | Buy |
25,910
+965
| +4% | +$109K | 0.36% | 41 |
|
|
2022
Q1 | $3.4M | Sell |
24,945
-7,928
| -24% | -$1.08M | 0.39% | 38 |
|
|
2021
Q4 | $5.21M | Buy |
32,873
+231
| +0.7% | +$36.6K | 0.58% | 34 |
|
|
2021
Q3 | $5.34M | Sell |
32,642
-2,019
| -6% | -$330K | 0.66% | 29 |
|
|
2021
Q2 | $5.39M | Sell |
34,661
-30
| -0.1% | -$4.67K | 0.65% | 30 |
|
|
2021
Q1 | $5.28M | Buy |
34,691
+221
| +0.6% | +$33.6K | 0.7% | 28 |
|
|
2020
Q4 | $4.38M | Sell |
34,470
-871
| -2% | -$111K | 0.62% | 29 |
|
|
2020
Q3 | $3.4M | Buy |
35,341
+3,330
| +10% | +$321K | 0.59% | 31 |
|
|
2020
Q2 | $3.01M | Buy |
32,011
+17,112
| +115% | +$1.61M | 0.63% | 36 |
|
|
2020
Q1 | $1.34M | Sell |
14,899
-11,197
| -43% | -$1.01M | 0.34% | 53 |
|
|
2019
Q4 | $3.64M | Buy |
26,096
+6,824
| +35% | +$951K | 0.67% | 30 |
|
|
2019
Q3 | $2.27M | Buy |
19,272
+35
| +0.2% | +$4.12K | 0.48% | 37 |
|
|
2019
Q2 | $2.15M | Buy |
19,237
+12,372
| +180% | +$1.38M | 0.43% | 42 |
|
|
2019
Q1 | $695K | Buy |
6,865
+250
| +4% | +$25.3K | 0.15% | 79 |
|
|
2018
Q4 | $646K | Sell |
6,615
-18,028
| -73% | -$1.76M | 0.18% | 71 |
|
|
2018
Q3 | $2.78M | Buy |
24,643
+100
| +0.4% | +$11.3K | 0.56% | 31 |
|
|
2018
Q2 | $2.56M | Sell |
24,543
-55
| -0.2% | -$5.73K | 0.56% | 33 |
|
|
2018
Q1 | $2.71M | Sell |
24,598
-694
| -3% | -$76.3K | 0.62% | 31 |
|
|
2017
Q4 | $2.71M | Sell |
25,292
-50
| -0.2% | -$5.35K | 0.63% | 32 |
|
|
2017
Q3 | $2.42M | Buy |
25,342
+538
| +2% | +$51.4K | 0.6% | 32 |
|
|
2017
Q2 | $2.27M | Buy |
24,804
+11,650
| +89% | +$1.06M | 0.6% | 32 |
|
|
2017
Q1 | $1.16M | Sell |
13,154
-11
| -0.1% | -$966 | 0.32% | 49 |
|
|
2016
Q4 | $1.14M | Buy |
13,165
+8,662
| +192% | +$747K | 0.35% | 49 |
|
|
2016
Q3 | $300K | Buy |
4,503
+144
| +3% | +$9.59K | 0.1% | 102 |
|
|
2016
Q2 | $271K | Buy |
4,359
+600
| +16% | +$37.3K | 0.1% | 102 |
|
|
2016
Q1 | $223K | Hold |
3,759
| – | – | 0.08% | 101 |
|
|
2015
Q4 | $248K | Buy |
3,759
+11
| +0.3% | +$726 | 0.1% | 94 |
|
|
2015
Q3 | $229K | Sell |
3,748
-500
| -12% | -$30.6K | 0.1% | 99 |
|
|
2015
Q2 | $288K | Hold |
4,248
| – | – | 0.08% | 94 |
|
|
2015
Q1 | $257K | Sell |
4,248
-1,746
| -29% | -$106K | 0.07% | 103 |
|
|
2014
Q4 | $375K | Buy |
5,994
+2,500
| +72% | +$156K | 0.11% | 86 |
|
|
2014
Q3 | $210K | Buy |
+3,494
| New | +$210K | 0.06% | 103 |
|