SFPG
Stonebridge Financial Planning Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
2,287
-271
| -11% | -$78.6K | 0.28% | 97 |
|
|
2025
Q1 | $628K | Buy |
2,558
+1
| +0% | +$245 | 0.29% | 92 |
|
|
2024
Q4 | $613K | Buy |
2,557
+577
| +29% | +$138K | 0.27% | 93 |
|
|
2024
Q3 | $418K | Buy |
1,980
+230
| +13% | +$48.5K | 0.2% | 113 |
|
|
2024
Q2 | $354K | Buy |
+1,750
| New | +$354K | 0.18% | 122 |
|
|
2022
Q1 | – | Sell |
-950
| Closed | -$139K | – | 247 |
|
|
2021
Q4 | $139K | Hold |
950
| – | – | 0.07% | 138 |
|
|
2021
Q3 | $162K | Sell |
950
-100
| -10% | -$17.1K | 0.08% | 137 |
|
|
2021
Q2 | $166K | Hold |
1,050
| – | – | 0.09% | 128 |
|
|
2021
Q1 | $164K | Hold |
1,050
| – | – | 0.1% | 121 |
|
|
2020
Q4 | $133K | Hold |
1,050
| – | – | 0.08% | 127 |
|
|
2020
Q3 | $107K | Sell |
1,050
-650
| -38% | -$66.2K | 0.08% | 129 |
|
|
2020
Q2 | $158K | Sell |
1,700
-98
| -5% | -$9.11K | 0.13% | 101 |
|
|
2020
Q1 | $170K | Buy |
1,798
+98
| +6% | +$9.27K | 0.17% | 87 |
|
|
2019
Q4 | $237K | Buy |
+1,700
| New | +$237K | 0.21% | 79 |
|