SFM
Systematic Financial Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Hold |
6,075
| – | – | 0.05% | 189 |
|
|
2025
Q1 | $1.49M | Hold |
6,075
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $1.46M | Hold |
6,075
| – | – | 0.04% | 195 |
|
|
2024
Q3 | $1.28M | Hold |
6,075
| – | – | 0.03% | 199 |
|
|
2024
Q2 | $1.23M | Hold |
6,075
| – | – | 0.04% | 195 |
|
|
2024
Q1 | $1.22M | Hold |
6,075
| – | – | 0.03% | 198 |
|
|
2023
Q4 | $1.03M | Hold |
6,075
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $881K | Hold |
6,075
| – | – | 0.03% | 191 |
|
|
2023
Q2 | $884K | Hold |
6,075
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $792K | Hold |
6,075
| – | – | 0.03% | 185 |
|
|
2022
Q4 | $815K | Hold |
6,075
| – | – | 0.03% | 192 |
|
|
2022
Q3 | $635K | Hold |
6,075
| – | – | 0.02% | 191 |
|
|
2022
Q2 | $684K | Hold |
6,075
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $828K | Hold |
6,075
| – | – | 0.03% | 191 |
|
|
2021
Q4 | $962K | Hold |
6,075
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $994K | Hold |
6,075
| – | – | 0.03% | 159 |
|
|
2021
Q2 | $945K | Hold |
6,075
| – | – | 0.03% | 165 |
|
|
2021
Q1 | $925K | Hold |
6,075
| – | – | 0.03% | 161 |
|
|
2020
Q4 | $772K | Hold |
6,075
| – | – | 0.03% | 166 |
|
|
2020
Q3 | $585K | Hold |
6,075
| – | – | 0.03% | 167 |
|
|
2020
Q2 | $571K | Hold |
6,075
| – | – | 0.03% | 167 |
|
|
2020
Q1 | $547K | Buy |
6,075
+575
| +10% | +$51.8K | 0.03% | 175 |
|
|
2019
Q4 | $767K | Sell |
5,500
-582
| -10% | -$81.2K | 0.03% | 177 |
|
|
2019
Q3 | $716K | Sell |
6,082
-23,992
| -80% | -$2.82M | 0.03% | 173 |
|
|
2019
Q2 | $3.36M | Sell |
30,074
-4,406
| -13% | -$493K | 0.13% | 153 |
|
|
2019
Q1 | $3.49M | Sell |
34,480
-19,605
| -36% | -$1.98M | 0.12% | 199 |
|
|
2018
Q4 | $5.28M | Sell |
54,085
-49,219
| -48% | -$4.8M | 0.16% | 196 |
|
|
2018
Q3 | $11.7M | Sell |
103,304
-2,146
| -2% | -$242K | 0.28% | 144 |
|
|
2018
Q2 | $11M | Sell |
105,450
-908
| -0.9% | -$94.6K | 0.27% | 151 |
|
|
2018
Q1 | $11.7M | Sell |
106,358
-2,264
| -2% | -$249K | 0.26% | 147 |
|
|
2017
Q4 | $11.6M | Sell |
108,622
-5,363
| -5% | -$574K | 0.23% | 150 |
|
|
2017
Q3 | $10.9M | Sell |
113,985
-7,095
| -6% | -$678K | 0.22% | 145 |
|
|
2017
Q2 | $11.1M | Sell |
121,080
-9,921
| -8% | -$907K | 0.2% | 141 |
|
|
2017
Q1 | $11.5M | Sell |
131,001
-168,306
| -56% | -$14.8M | 0.2% | 138 |
|
|
2016
Q4 | $25.8M | Sell |
299,307
-293,142
| -49% | -$25.3M | 0.41% | 68 |
|
|
2016
Q3 | $39.5M | Sell |
592,449
-21,584
| -4% | -$1.44M | 0.55% | 51 |
|
|
2016
Q2 | $38.2M | Sell |
614,033
-63,213
| -9% | -$3.93M | 0.52% | 57 |
|
|
2016
Q1 | $40.1M | Sell |
677,246
-22,413
| -3% | -$1.33M | 0.5% | 60 |
|
|
2015
Q4 | $46.2M | Sell |
699,659
-17,319
| -2% | -$1.14M | 0.5% | 61 |
|
|
2015
Q3 | $43.7M | Sell |
716,978
-77,883
| -10% | -$4.75M | 0.46% | 64 |
|
|
2015
Q2 | $53.9M | Buy |
794,861
+1,114
| +0.1% | +$75.5K | 0.46% | 64 |
|
|
2015
Q1 | $48.1M | Sell |
793,747
-49,204
| -6% | -$2.98M | 0.38% | 83 |
|
|
2014
Q4 | $52.8M | Sell |
842,951
-40,259
| -5% | -$2.52M | 0.39% | 83 |
|
|
2014
Q3 | $53.2M | Buy |
883,210
+56,063
| +7% | +$3.38M | 0.39% | 90 |
|
|
2014
Q2 | $47.7M | Sell |
827,147
-96,690
| -10% | -$5.57M | 0.33% | 96 |
|
|
2014
Q1 | $56.1M | Buy |
923,837
+50,581
| +6% | +$3.07M | 0.39% | 80 |
|
|
2013
Q4 | $51.1M | Buy |
873,256
+81,486
| +10% | +$4.77M | 0.37% | 83 |
|
|
2013
Q3 | $40.9M | Sell |
791,770
-50,054
| -6% | -$2.59M | 0.32% | 92 |
|
|
2013
Q2 | $44.4M | Buy |
+841,824
| New | +$44.4M | 0.38% | 87 |
|