Sunbelt Securities’s JPMorgan Chase JPM Stock Holding History

Sunbelt Securities’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.04M	Buy	29,349 +3,783	+15%	+$907K	0.62%	28
2025 Q1	$6.27M	Sell	25,566 -3,783	-13%	-$928K	0.56%	36
2024 Q4	$7.02M	Buy	29,349 +1,594	+6%	+$381K	0.62%	28
2024 Q3	$5.85M	Sell	27,755 -1,066	-4%	-$225K	0.57%	36
2024 Q2	$5.83M	Buy	28,821 +292	+1%	+$59.1K	0.6%	37
2024 Q1	$5.71M	Buy	28,529 +332	+1%	+$66.5K	0.64%	31
2023 Q4	$4.8M	Sell	28,197 -946	-3%	-$161K	0.6%	33
2023 Q3	$4.23M	Buy	29,143 +1,345	+5%	+$195K	0.58%	34
2023 Q2	$4.04M	Sell	27,798 -289	-1%	-$42K	0.58%	34
2023 Q1	$3.62M	Buy	28,087 +2,430	+9%	+$313K	0.58%	34
2022 Q4	$3.44M	Sell	25,657 -1,174	-4%	-$157K	0.67%	33
2022 Q3	$2.8M	Buy	26,831 +325	+1%	+$34K	0.59%	35
2022 Q2	$2.99M	Buy	26,506 +3,246	+14%	+$366K	0.63%	32
2022 Q1	$3.27M	Sell	23,260 -8,600	-27%	-$1.21M	0.6%	34
2021 Q4	$4.97M	Sell	31,860 -3,177	-9%	-$495K	0.81%	23
2021 Q3	$5.32M	Hold	35,037	–	–	0.96%	14
2021 Q2	$5.32M	Sell	35,037 -255	-0.7%	-$38.7K	0.96%	14
2021 Q1	$5.37M	Sell	35,292 -1,604	-4%	-$244K	1.06%	12
2020 Q4	$4.69M	Buy	36,896 +5,557	+18%	+$706K	0.97%	20
2020 Q3	$3.02M	Sell	31,339 -677	-2%	-$65.2K	0.84%	25
2020 Q2	$3.01M	Buy	32,016 +340	+1%	+$32K	1.03%	18
2020 Q1	$2.85M	Sell	31,676 -58,795	-65%	-$5.29M	0.12%	80
2019 Q4	$12.6M	Sell	90,471 -5,296	-6%	-$738K	1.33%	11
2019 Q3	$11.3M	Buy	95,767 +64,338	+205%	+$7.57M	1.26%	12
2019 Q2	$3.51M	Buy	31,429 +1,390	+5%	+$155K	1.53%	8
2019 Q1	$3.04M	Buy	30,039 +2,059	+7%	+$208K	1.52%	11
2018 Q4	$2.73M	Sell	27,980 -3,103	-10%	-$303K	1.59%	10
2018 Q3	$3.51M	Buy	31,083 +340	+1%	+$38.4K	1.88%	7
2018 Q2	$3.2M	Buy	30,743 +16,824	+121%	+$1.75M	1.92%	7
2018 Q1	$1.53M	Buy	13,919 +462	+3%	+$50.8K	1.4%	13
2017 Q4	$1.44M	Buy	13,457 +4,703	+54%	+$503K	1.4%	13
2017 Q3	$836K	Buy	8,754 +3,626	+71%	+$346K	0.88%	28
2017 Q2	$469K	Buy	5,128 +26	+0.5%	+$2.38K	0.88%	29
2017 Q1	$448K	Sell	5,102 -44	-0.9%	-$3.86K	0.67%	38
2016 Q4	$444K	Sell	5,146 -3,032	-37%	-$262K	0.67%	35
2016 Q3	$545K	Buy	8,178 +101	+1%	+$6.73K	0.66%	34
2016 Q2	$502K	Sell	8,077 -47	-0.6%	-$2.92K	0.66%	35
2016 Q1	$481K	Buy	8,124 +27	+0.3%	+$1.6K	0.7%	33
2015 Q4	$535K	Buy	8,097 +24	+0.3%	+$1.59K	0.75%	29
2015 Q3	$492K	Sell	8,073 -714	-8%	-$43.5K	0.67%	34
2015 Q2	$595K	Buy	8,787 +290	+3%	+$19.6K	0.82%	27
2015 Q1	$515K	Sell	8,497 -362	-4%	-$21.9K	0.77%	28
2014 Q4	$554K	Buy	+8,859	New	+$554K	0.73%	24