CWM
Cahaba Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
2,500
-115
| -4% | -$33.3K | 0.06% | 69 |
|
|
2025
Q1 | $641K | Sell |
2,615
-16
| -0.6% | -$3.93K | 0.05% | 76 |
|
|
2024
Q4 | $631K | Buy |
2,631
+2
| +0.1% | +$479 | 0.05% | 77 |
|
|
2024
Q3 | $554K | Sell |
2,629
-241
| -8% | -$50.8K | 0.05% | 85 |
|
|
2024
Q2 | $580K | Sell |
2,870
-367
| -11% | -$74.2K | 0.05% | 76 |
|
|
2024
Q1 | $648K | Sell |
3,237
-44
| -1% | -$8.81K | 0.06% | 71 |
|
|
2023
Q4 | $558K | Sell |
3,281
-8
| -0.2% | -$1.36K | 0.06% | 74 |
|
|
2023
Q3 | $477K | Sell |
3,289
-341
| -9% | -$49.4K | 0.05% | 79 |
|
|
2023
Q2 | $528K | Sell |
3,630
-35
| -1% | -$5.09K | 0.06% | 77 |
|
|
2023
Q1 | $478K | Sell |
3,665
-5
| -0.1% | -$652 | 0.05% | 82 |
|
|
2022
Q4 | $492K | Sell |
3,670
-93
| -2% | -$12.5K | 0.06% | 80 |
|
|
2022
Q3 | $393K | Buy |
3,763
+142
| +4% | +$14.8K | 0.05% | 84 |
|
|
2022
Q2 | $407K | Buy |
3,621
+260
| +8% | +$29.2K | 0.06% | 84 |
|
|
2022
Q1 | $401K | Buy |
3,361
+790
| +31% | +$94.3K | 0.06% | 92 |
|
|
2021
Q4 | $407K | Buy |
2,571
+379
| +17% | +$60K | 0.05% | 100 |
|
|
2021
Q3 | $358K | Buy |
+2,192
| New | +$358K | 0.05% | 99 |
|
|
2021
Q2 | – | Sell |
-1,514
| Closed | -$230K | – | 87 |
|
|
2021
Q1 | $230K | Sell |
1,514
-558
| -27% | -$84.8K | 0.04% | 79 |
|
|
2020
Q4 | $277K | Buy |
+2,072
| New | +$277K | 0.05% | 77 |
|
|
2020
Q1 | – | Sell |
-1,462
| Closed | -$203K | – | 79 |
|
|
2019
Q4 | $203K | Buy |
+1,462
| New | +$203K | 0.05% | 75 |
|
|
2018
Q4 | – | Sell |
-1,766
| Closed | -$200K | – | 75 |
|
|
2018
Q3 | $200K | Buy |
+1,766
| New | +$200K | 0.07% | 67 |
|