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SFG
Steward Financial Group’s
JPMorgan Chase
JPM
Stock Holding History
Steward Financial Group’s Portfolio
JPM Stock Details
JPM Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
$937K
Sell
2023
Q2
$1.97M
Sell
2023
Q1
$1.81M
Buy
2022
Q4
$1.81M
Buy
2022
Q3
$1.4M
Buy
2022
Q2
$1.51M
Buy
2022
Q1
$1.8M
Hold
2021
Q4
$2.09M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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