SYM Financial Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
10,108
+3,884
| +62% | +$1.13M | 0.33% | 24 |
|
|
2025
Q1 | $1.53M | Buy |
6,224
+170
| +3% | +$41.7K | 0.19% | 33 |
|
|
2024
Q4 | $1.45M | Sell |
6,054
-1,358
| -18% | -$326K | 0.19% | 34 |
|
|
2024
Q3 | $1.56M | Buy |
7,412
+2,564
| +53% | +$541K | 0.21% | 36 |
|
|
2024
Q2 | $981K | Buy |
4,848
+59
| +1% | +$11.9K | 0.16% | 38 |
|
|
2024
Q1 | $959K | Sell |
4,789
-2,133
| -31% | -$427K | 0.16% | 30 |
|
|
2023
Q4 | $1.18M | Sell |
6,922
-199
| -3% | -$33.8K | 0.19% | 28 |
|
|
2023
Q3 | $1.03M | Buy |
7,121
+5,206
| +272% | +$755K | 0.18% | 28 |
|
|
2023
Q2 | $278K | Buy |
1,915
+106
| +6% | +$15.4K | 0.06% | 46 |
|
|
2023
Q1 | $236K | Sell |
1,809
-441
| -20% | -$57.5K | 0.05% | 52 |
|
|
2022
Q4 | $302K | Buy |
2,250
+122
| +6% | +$16.4K | 0.07% | 47 |
|
|
2022
Q3 | $222K | Sell |
2,128
-5
| -0.2% | -$522 | 0.11% | 55 |
|
|
2022
Q2 | $240K | Sell |
2,133
-248
| -10% | -$27.9K | 0.11% | 54 |
|
|
2022
Q1 | $325K | Buy |
2,381
+588
| +33% | +$80.3K | 0.14% | 34 |
|
|
2021
Q4 | $284K | Sell |
1,793
-70
| -4% | -$11.1K | 0.11% | 36 |
|
|
2021
Q3 | $305K | Buy |
1,863
+305
| +20% | +$49.9K | 0.18% | 32 |
|
|
2021
Q2 | $242K | Hold |
1,558
| – | – | 0.14% | 39 |
|
|
2021
Q1 | $237K | Sell |
1,558
-615
| -28% | -$93.6K | 0.14% | 35 |
|
|
2020
Q4 | $276K | Sell |
2,173
-20
| -0.9% | -$2.54K | 0.2% | 25 |
|
|
2020
Q3 | $211K | Sell |
2,193
-533
| -20% | -$51.3K | 0.16% | 30 |
|
|
2020
Q2 | $256K | Hold |
2,726
| – | – | 0.21% | 24 |
|
|
2020
Q1 | $245K | Buy |
+2,726
| New | +$245K | 0.25% | 22 |
|
|
2018
Q4 | – | Sell |
-3,607
| Closed | -$407K | – | 88 |
|
|
2018
Q3 | $407K | Buy |
+3,607
| New | +$407K | 0.23% | 20 |
|