CWM
Campbell Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $528K | Buy |
2,201
+312
| +17% | +$74.8K | 0.05% | 43 |
|
|
2024
Q3 | $398K | Sell |
1,889
-181
| -9% | -$38.1K | 0.04% | 39 |
|
|
2024
Q2 | $419K | Hold |
2,070
| – | – | 0.14% | 23 |
|
|
2024
Q1 | $415K | Buy |
2,070
+140
| +7% | +$28.1K | 0.04% | 49 |
|
|
2023
Q4 | $328K | Sell |
1,930
-456
| -19% | -$77.5K | 0.04% | 43 |
|
|
2023
Q3 | $346K | Buy |
2,386
+161
| +7% | +$23.3K | 0.04% | 45 |
|
|
2023
Q2 | $324K | Buy |
2,225
+100
| +5% | +$14.6K | 0.04% | 49 |
|
|
2023
Q1 | $277K | Sell |
2,125
-77
| -3% | -$10K | 0.03% | 52 |
|
|
2022
Q4 | $295K | Buy |
2,202
+44
| +2% | +$5.9K | 0.04% | 53 |
|
|
2022
Q3 | $226K | Sell |
2,158
-76
| -3% | -$7.96K | 0.03% | 65 |
|
|
2022
Q2 | $252K | Sell |
2,234
-75
| -3% | -$8.46K | 0.04% | 48 |
|
|
2022
Q1 | $315K | Buy |
2,309
+1
| +0% | +$136 | 0.04% | 49 |
|
|
2021
Q4 | $366K | Buy |
2,308
+169
| +8% | +$26.8K | 0.04% | 45 |
|
|
2021
Q3 | $350K | Buy |
2,139
+33
| +2% | +$5.4K | 0.05% | 40 |
|
|
2021
Q2 | $328K | Buy |
+2,106
| New | +$328K | 0.04% | 41 |
|
|
2020
Q3 | – | Sell |
-1,718
| Closed | -$162K | – | 217 |
|
|
2020
Q2 | $162K | Buy |
+1,718
| New | +$162K | 0.03% | 66 |
|
|
2020
Q1 | – | Sell |
-2,097
| Closed | -$292K | – | 58 |
|
|
2019
Q4 | $292K | Sell |
2,097
-385
| -16% | -$53.6K | 0.06% | 50 |
|
|
2019
Q3 | $292K | Sell |
2,482
-121
| -5% | -$14.2K | 0.06% | 45 |
|
|
2019
Q2 | $291K | Sell |
2,603
-142
| -5% | -$15.9K | 0.07% | 43 |
|
|
2019
Q1 | $278K | Buy |
2,745
+386
| +16% | +$39.1K | 0.07% | 43 |
|
|
2018
Q4 | $230K | Buy |
+2,359
| New | +$230K | 0.07% | 43 |
|