SFS
Summit Financial Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
10,502
+131
| +1% | +$38K | 0.28% | 35 |
|
|
2025
Q1 | $2.54M | Sell |
10,371
-132
| -1% | -$32.4K | 0.26% | 37 |
|
|
2024
Q4 | $2.52M | Sell |
10,503
-231
| -2% | -$55.4K | 0.28% | 33 |
|
|
2024
Q3 | $2.26M | Sell |
10,734
-99
| -0.9% | -$20.9K | 0.25% | 36 |
|
|
2024
Q2 | $2.19M | Sell |
10,833
-387
| -3% | -$78.3K | 0.27% | 33 |
|
|
2024
Q1 | $2.25M | Sell |
11,220
-50
| -0.4% | -$10K | 0.31% | 30 |
|
|
2023
Q4 | $1.92M | Buy |
11,270
+99
| +0.9% | +$16.8K | 0.29% | 31 |
|
|
2023
Q3 | $1.62M | Buy |
11,171
+479
| +4% | +$69.5K | 0.31% | 29 |
|
|
2023
Q2 | $1.56M | Buy |
10,692
+196
| +2% | +$28.5K | 0.29% | 30 |
|
|
2023
Q1 | $1.37M | Hold |
10,496
| – | – | 0.27% | 31 |
|
|
2022
Q4 | $1.41M | Sell |
10,496
-5,419
| -34% | -$727K | 0.3% | 30 |
|
|
2022
Q3 | $1.66M | Buy |
15,915
+9,568
| +151% | +$1,000K | 0.39% | 25 |
|
|
2022
Q2 | $715K | Hold |
6,347
| – | – | 0.17% | 44 |
|
|
2022
Q1 | $865K | Sell |
6,347
-493
| -7% | -$67.2K | 0.17% | 42 |
|
|
2021
Q4 | $1.08M | Sell |
6,840
-138
| -2% | -$21.9K | 0.21% | 34 |
|
|
2021
Q3 | $1.14M | Sell |
6,978
-727
| -9% | -$119K | 0.22% | 34 |
|
|
2021
Q2 | $1.2M | Buy |
7,705
+1,986
| +35% | +$309K | 0.24% | 34 |
|
|
2021
Q1 | $871K | Sell |
5,719
-77
| -1% | -$11.7K | 0.31% | 21 |
|
|
2020
Q4 | $736K | Buy |
5,796
+77
| +1% | +$9.78K | 0.25% | 30 |
|
|
2020
Q3 | $551K | Sell |
5,719
-110
| -2% | -$10.6K | 0.22% | 34 |
|
|
2020
Q2 | $548K | Buy |
5,829
+129
| +2% | +$12.1K | 0.24% | 30 |
|
|
2020
Q1 | $513K | Buy |
5,700
+935
| +20% | +$84.2K | 0.28% | 26 |
|
|
2019
Q4 | $664K | Buy |
4,765
+1,633
| +52% | +$228K | 0.32% | 22 |
|
|
2019
Q3 | $369K | Buy |
3,132
+1
| +0% | +$118 | 0.18% | 36 |
|
|
2019
Q2 | $350K | Sell |
3,131
-211
| -6% | -$23.6K | 0.17% | 34 |
|
|
2019
Q1 | $338K | Buy |
3,342
+1
| +0% | +$101 | 0.17% | 34 |
|
|
2018
Q4 | $326K | Sell |
3,341
-30
| -0.9% | -$2.93K | 0.18% | 36 |
|
|
2018
Q3 | $380K | Buy |
3,371
+30
| +0.9% | +$3.38K | 0.17% | 30 |
|
|
2018
Q2 | $348K | Sell |
3,341
-35
| -1% | -$3.65K | 0.17% | 30 |
|
|
2018
Q1 | $371K | Sell |
3,376
-84
| -2% | -$9.23K | 0.19% | 31 |
|
|
2017
Q4 | $370K | Sell |
3,460
-30
| -0.9% | -$3.21K | 0.19% | 31 |
|
|
2017
Q3 | $333K | Sell |
3,490
-908
| -21% | -$86.6K | 0.19% | 32 |
|
|
2017
Q2 | $402K | Buy |
4,398
+479
| +12% | +$43.8K | 0.24% | 29 |
|
|
2017
Q1 | $344K | Sell |
3,919
-18
| -0.5% | -$1.58K | 0.25% | 25 |
|
|
2016
Q4 | $340K | Buy |
3,937
+309
| +9% | +$26.7K | 0.23% | 28 |
|
|
2016
Q3 | $242K | Buy |
3,628
+208
| +6% | +$13.9K | 0.17% | 33 |
|
|
2016
Q2 | $213K | Hold |
3,420
| – | – | 0.16% | 39 |
|
|
2016
Q1 | $203K | Sell |
3,420
-357
| -9% | -$21.2K | 0.15% | 42 |
|
|
2015
Q4 | $249K | Sell |
3,777
-674
| -15% | -$44.4K | 0.19% | 40 |
|
|
2015
Q3 | $271K | Sell |
4,451
-4,614
| -51% | -$281K | 0.22% | 36 |
|
|
2015
Q2 | $614K | Buy |
9,065
+5,328
| +143% | +$361K | 0.48% | 21 |
|
|
2015
Q1 | $226K | Sell |
3,737
-782
| -17% | -$47.3K | 0.18% | 37 |
|
|
2014
Q4 | $283K | Buy |
+4,519
| New | +$283K | 0.23% | 33 |
|