CAWM
Capital Advisors Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
11,793
-96
| -0.8% | -$27.8K | 0.54% | 44 |
|
|
2025
Q1 | $2.92M | Buy |
11,889
+1,670
| +16% | +$410K | 0.52% | 45 |
|
|
2024
Q4 | $2.45M | Buy |
10,219
+1,741
| +21% | +$417K | 0.44% | 44 |
|
|
2024
Q3 | $1.79M | Buy |
8,478
+2,030
| +31% | +$428K | 0.33% | 48 |
|
|
2024
Q2 | $1.3M | Buy |
6,448
+1,465
| +29% | +$296K | 0.26% | 52 |
|
|
2024
Q1 | $998K | Buy |
4,983
+244
| +5% | +$48.9K | 0.21% | 57 |
|
|
2023
Q4 | $806K | Buy |
4,739
+306
| +7% | +$52K | 0.18% | 65 |
|
|
2023
Q3 | $643K | Buy |
4,433
+257
| +6% | +$37.3K | 0.17% | 69 |
|
|
2023
Q2 | $607K | Buy |
4,176
+700
| +20% | +$102K | 0.16% | 73 |
|
|
2023
Q1 | $453K | Sell |
3,476
-66
| -2% | -$8.6K | 0.13% | 81 |
|
|
2022
Q4 | $475K | Buy |
3,542
+501
| +16% | +$67.2K | 0.14% | 73 |
|
|
2022
Q3 | $318K | Sell |
3,041
-128
| -4% | -$13.4K | 0.11% | 88 |
|
|
2022
Q2 | $357K | Sell |
3,169
-121
| -4% | -$13.6K | 0.12% | 79 |
|
|
2022
Q1 | $448K | Buy |
3,290
+617
| +23% | +$84K | 0.14% | 75 |
|
|
2021
Q4 | $423K | Sell |
2,673
-168
| -6% | -$26.6K | 0.13% | 76 |
|
|
2021
Q3 | $465K | Buy |
2,841
+275
| +11% | +$45K | 0.16% | 68 |
|
|
2021
Q2 | $399K | Buy |
2,566
+212
| +9% | +$33K | 0.15% | 68 |
|
|
2021
Q1 | $358K | Buy |
+2,354
| New | +$358K | 0.15% | 64 |
|