SFWA
Summit Financial Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.34M | Buy |
9,555
+21
| +0.2% | +$5.15K | 0.47% | 39 |
|
|
2024
Q4 | $2.54M | Sell |
9,534
-45
| -0.5% | -$12K | 0.5% | 39 |
|
|
2024
Q3 | $2.02M | Buy |
9,579
+2
| +0% | +$422 | 0.38% | 41 |
|
|
2024
Q2 | $1.94M | Buy |
9,577
+67
| +0.7% | +$13.6K | 0.39% | 38 |
|
|
2024
Q1 | $1.9M | Buy |
9,510
+37
| +0.4% | +$7.41K | 0.39% | 39 |
|
|
2023
Q4 | $1.61M | Buy |
9,473
+294
| +3% | +$50K | 0.37% | 38 |
|
|
2023
Q3 | $1.32M | Buy |
9,179
+729
| +9% | +$105K | 0.32% | 42 |
|
|
2023
Q2 | $1.23M | Sell |
8,450
-410
| -5% | -$59.6K | 0.28% | 49 |
|
|
2023
Q1 | $1.15M | Buy |
8,860
+107
| +1% | +$13.9K | 0.27% | 50 |
|
|
2022
Q4 | $1.17M | Buy |
8,753
+213
| +2% | +$28.6K | 0.28% | 50 |
|
|
2022
Q3 | $1.06M | Buy |
8,540
+533
| +7% | +$66.4K | 0.31% | 45 |
|
|
2022
Q2 | $923K | Buy |
8,007
+530
| +7% | +$61.1K | 0.22% | 53 |
|
|
2022
Q1 | $1.02M | Sell |
7,477
-666
| -8% | -$90.8K | 0.21% | 51 |
|
|
2021
Q4 | $1.37M | Buy |
8,143
+56
| +0.7% | +$9.4K | 0.26% | 46 |
|
|
2021
Q3 | $1.32M | Buy |
8,087
+511
| +7% | +$83.7K | 0.3% | 45 |
|
|
2021
Q2 | $1.18M | Sell |
7,576
-856
| -10% | -$133K | 0.27% | 50 |
|
|
2021
Q1 | $1.07M | Sell |
8,432
-2,041
| -19% | -$259K | 0.27% | 46 |
|
|
2020
Q4 | $1.01M | Buy |
10,473
+1,238
| +13% | +$119K | 0.27% | 45 |
|
|
2020
Q3 | $926K | Sell |
9,235
-3,138
| -25% | -$315K | 0.25% | 50 |
|
|
2020
Q2 | $1.15M | Sell |
12,373
-1,380
| -10% | -$129K | 0.31% | 47 |
|
|
2020
Q1 | $1.23M | Sell |
13,753
-239
| -2% | -$21.4K | 0.39% | 40 |
|
|
2019
Q4 | $1.85M | Sell |
13,992
-2,626
| -16% | -$347K | 0.45% | 45 |
|
|
2019
Q3 | $1.93M | Buy |
16,618
+166
| +1% | +$19.3K | 0.47% | 47 |
|
|
2019
Q2 | $1.84M | Buy |
16,452
+917
| +6% | +$103K | 0.45% | 53 |
|
|
2019
Q1 | $1.64M | Sell |
15,535
-250
| -2% | -$26.3K | 0.43% | 54 |
|
|
2018
Q4 | $1.54M | Sell |
15,785
-1,499
| -9% | -$146K | 0.5% | 52 |
|
|
2018
Q3 | $1.84M | Sell |
17,284
-18,537
| -52% | -$1.97M | 0.55% | 51 |
|
|
2018
Q2 | $3.94M | Sell |
35,821
-1,047
| -3% | -$115K | 1.32% | 22 |
|
|
2018
Q1 | $4.05M | Buy |
36,868
+5,434
| +17% | +$598K | 1.33% | 22 |
|
|
2017
Q4 | $3.36M | Buy |
31,434
+396
| +1% | +$42.4K | 1.16% | 25 |
|
|
2017
Q3 | $2.96M | Sell |
31,038
-3,257
| -9% | -$311K | 1.08% | 28 |
|
|
2017
Q2 | $3.14M | Buy |
34,295
+2,996
| +10% | +$274K | 1.24% | 21 |
|
|
2017
Q1 | $2.75M | Sell |
31,299
-2,356
| -7% | -$207K | 1.2% | 28 |
|
|
2016
Q4 | $2.9M | Buy |
33,655
+1,873
| +6% | +$162K | 1.28% | 28 |
|
|
2016
Q3 | $2.12M | Buy |
31,782
+13,601
| +75% | +$906K | 0.92% | 37 |
|
|
2016
Q2 | $1.13M | Buy |
18,181
+806
| +5% | +$50.1K | 0.47% | 50 |
|
|
2016
Q1 | $1.03M | Buy |
17,375
+1,327
| +8% | +$78.6K | 0.45% | 54 |
|
|
2015
Q4 | $1.06M | Buy |
16,048
+12,375
| +337% | +$817K | 0.49% | 50 |
|
|
2015
Q3 | $223K | Sell |
3,673
-625
| -15% | -$37.9K | 0.14% | 73 |
|
|
2015
Q2 | $291K | Buy |
4,298
+625
| +17% | +$42.3K | 0.18% | 75 |
|
|
2015
Q1 | $241K | Buy |
3,673
+214
| +6% | +$14K | 0.16% | 63 |
|
|
2014
Q4 | $216K | Buy |
+3,459
| New | +$216K | 0.15% | 64 |
|