SP
SWS Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
13,564
-1,084
| -7% | -$314K | 1.06% | 25 |
|
|
2025
Q1 | $3.59M | Buy |
14,648
+346
| +2% | +$84.9K | 1.18% | 20 |
|
|
2024
Q4 | $3.43M | Sell |
14,302
-216
| -1% | -$51.8K | 1.04% | 24 |
|
|
2024
Q3 | $3.06M | Sell |
14,518
-7,202
| -33% | -$1.52M | 0.98% | 27 |
|
|
2024
Q2 | $4.39M | Sell |
21,720
-1,245
| -5% | -$252K | 1.31% | 15 |
|
|
2024
Q1 | $4.6M | Sell |
22,965
-1,492
| -6% | -$299K | 1.38% | 15 |
|
|
2023
Q4 | $4.16M | Buy |
24,457
+1,157
| +5% | +$197K | 1.36% | 16 |
|
|
2023
Q3 | $3.38M | Buy |
23,300
+47
| +0.2% | +$6.82K | 1.25% | 18 |
|
|
2023
Q2 | $3.38M | Sell |
23,253
-1,379
| -6% | -$200K | 1.22% | 16 |
|
|
2023
Q1 | $3.21M | Buy |
24,632
+400
| +2% | +$52.1K | 1.19% | 17 |
|
|
2022
Q4 | $3.25M | Sell |
24,232
-372
| -2% | -$49.9K | 1.54% | 11 |
|
|
2022
Q3 | $2.57M | Buy |
24,604
+568
| +2% | +$59.4K | 1.19% | 18 |
|
|
2022
Q2 | $2.71M | Sell |
24,036
-747
| -3% | -$84.1K | 2.28% | 5 |
|
|
2022
Q1 | $3.39M | Buy |
24,783
+2,969
| +14% | +$406K | 2.22% | 6 |
|
|
2021
Q4 | $3.45M | Buy |
21,814
+4,082
| +23% | +$646K | 1.96% | 8 |
|
|
2021
Q3 | $2.9M | Buy |
17,732
+927
| +6% | +$152K | 1.8% | 13 |
|
|
2021
Q2 | $2.61M | Sell |
16,805
-5,734
| -25% | -$892K | 1.7% | 16 |
|
|
2021
Q1 | $3.43M | Buy |
22,539
+1,183
| +6% | +$180K | 2.36% | 5 |
|
|
2020
Q4 | $2.71M | Sell |
21,356
-747
| -3% | -$94.9K | 1.21% | 20 |
|
|
2020
Q3 | $2.13M | Buy |
22,103
+8,867
| +67% | +$854K | 1.07% | 27 |
|
|
2020
Q2 | $1.28M | Buy |
13,236
+7,086
| +115% | +$685K | 1.63% | 17 |
|
|
2020
Q1 | $554K | Buy |
+6,150
| New | +$554K | 0.4% | 69 |
|
|
2019
Q3 | $807K | Sell |
6,240
-1,034
| -14% | -$134K | 0.48% | 57 |
|
|
2019
Q2 | $834K | Buy |
+7,274
| New | +$834K | 0.53% | 57 |
|
|
2018
Q4 | $733K | Sell |
7,510
-33
| -0.4% | -$3.22K | 0.56% | 57 |
|
|
2018
Q3 | $851K | Buy |
7,543
+1
| +0% | +$113 | 0.54% | 54 |
|
|
2018
Q2 | $786K | Buy |
7,542
+27
| +0.4% | +$2.81K | 0.55% | 55 |
|
|
2018
Q1 | $810K | Buy |
7,515
+107
| +1% | +$11.5K | 0.6% | 52 |
|
|
2017
Q4 | $792K | Buy |
+7,408
| New | +$792K | 0.6% | 49 |
|