CWM
C2C Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,732
| Closed | -$2.82M | – | 165 |
|
|
2023
Q3 | $2.82M | Buy |
19,732
+59
| +0.3% | +$8.45K | 0.4% | 21 |
|
|
2023
Q2 | $3.01M | Sell |
19,673
-352
| -2% | -$53.9K | 0.4% | 21 |
|
|
2023
Q1 | $2.57M | Sell |
20,025
-130
| -0.6% | -$16.7K | 0.42% | 24 |
|
|
2022
Q4 | $2.72M | Sell |
20,155
-329
| -2% | -$44.4K | 0.47% | 19 |
|
|
2022
Q3 | $2.31M | Sell |
20,484
-117
| -0.6% | -$13.2K | 0.45% | 26 |
|
|
2022
Q2 | $2.36M | Sell |
20,601
-1,100
| -5% | -$126K | 0.43% | 28 |
|
|
2022
Q1 | $2.88M | Sell |
21,701
-58
| -0.3% | -$7.69K | 0.49% | 25 |
|
|
2021
Q4 | $3.45M | Buy |
+21,759
| New | +$3.45M | 0.49% | 20 |
|