SFG
Sunburst Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
6,030
+324
| +6% | +$93.9K | 0.39% | 33 |
|
|
2025
Q1 | $1.4M | Sell |
5,706
-59
| -1% | -$14.5K | 0.34% | 36 |
|
|
2024
Q4 | $1.38M | Buy |
5,765
+69
| +1% | +$16.5K | 0.34% | 36 |
|
|
2024
Q3 | $1.2M | Buy |
5,696
+45
| +0.8% | +$9.49K | 0.3% | 42 |
|
|
2024
Q2 | $1.14M | Buy |
5,651
+268
| +5% | +$54.2K | 0.31% | 43 |
|
|
2024
Q1 | $1.07M | Buy |
5,383
+52
| +1% | +$10.3K | 0.3% | 43 |
|
|
2023
Q4 | $907K | Buy |
5,331
+864
| +19% | +$147K | 0.28% | 44 |
|
|
2023
Q3 | $648K | Buy |
4,467
+154
| +4% | +$22.3K | 0.23% | 51 |
|
|
2023
Q2 | $627K | Buy |
4,313
+272
| +7% | +$39.6K | 0.22% | 53 |
|
|
2023
Q1 | $527K | Sell |
4,041
-153
| -4% | -$19.9K | 0.19% | 56 |
|
|
2022
Q4 | $562K | Buy |
4,194
+3
| +0.1% | +$402 | 0.22% | 51 |
|
|
2022
Q3 | $438K | Buy |
4,191
+119
| +3% | +$12.4K | 0.21% | 57 |
|
|
2022
Q2 | $459K | Buy |
4,072
+23
| +0.6% | +$2.59K | 0.22% | 58 |
|
|
2022
Q1 | $552K | Buy |
4,049
+388
| +11% | +$52.9K | 0.27% | 45 |
|
|
2021
Q4 | $580K | Buy |
3,661
+503
| +16% | +$79.7K | 0.29% | 41 |
|
|
2021
Q3 | $517K | Buy |
3,158
+1
| +0% | +$164 | 0.32% | 38 |
|
|
2021
Q2 | $491K | Sell |
3,157
-397
| -11% | -$61.7K | 0.31% | 39 |
|
|
2021
Q1 | $541K | Buy |
3,554
+381
| +12% | +$58K | 0.38% | 33 |
|
|
2020
Q4 | $403K | Sell |
3,173
-634
| -17% | -$80.5K | 0.3% | 39 |
|
|
2020
Q3 | $367K | Sell |
3,807
-111
| -3% | -$10.7K | 0.31% | 38 |
|
|
2020
Q2 | $369K | Buy |
3,918
+334
| +9% | +$31.5K | 0.33% | 36 |
|
|
2020
Q1 | $323K | Buy |
3,584
+51
| +1% | +$4.6K | 0.34% | 39 |
|
|
2019
Q4 | $493K | Buy |
+3,533
| New | +$493K | 0.43% | 31 |
|