SFP
Sterling Financial Planning’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
2,018
-121
| -6% | -$35.1K | 0.2% | 64 |
|
|
2025
Q1 | $525K | Buy |
2,139
+71
| +3% | +$17.4K | 0.19% | 70 |
|
|
2024
Q4 | $496K | Buy |
2,068
+112
| +6% | +$26.8K | 0.18% | 72 |
|
|
2024
Q3 | $412K | Hold |
1,956
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $396K | Sell |
1,956
-50
| -2% | -$10.1K | 0.16% | 76 |
|
|
2024
Q1 | $402K | Buy |
2,006
+700
| +54% | +$140K | 0.16% | 77 |
|
|
2023
Q4 | $222K | Sell |
1,306
-150
| -10% | -$25.5K | 0.1% | 97 |
|
|
2023
Q3 | $211K | Sell |
1,456
-18
| -1% | -$2.61K | 0.11% | 92 |
|
|
2023
Q2 | $214K | Buy |
+1,474
| New | +$214K | 0.11% | 94 |
|
|
2022
Q2 | – | Sell |
-1,749
| Closed | -$238K | – | 93 |
|
|
2022
Q1 | $238K | Hold |
1,749
| – | – | 0.15% | 85 |
|
|
2021
Q4 | $277K | Buy |
1,749
+400
| +30% | +$63.4K | 0.17% | 81 |
|
|
2021
Q3 | $221K | Sell |
1,349
-80
| -6% | -$13.1K | 0.14% | 81 |
|
|
2021
Q2 | $222K | Hold |
1,429
| – | – | 0.14% | 76 |
|
|
2021
Q1 | $218K | Hold |
1,429
| – | – | 0.16% | 73 |
|
|
2020
Q4 | $182K | Buy |
+1,429
| New | +$182K | 0.15% | 77 |
|