Carson Wealth (CWM LLC)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152M | Buy |
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|
2025
Q2 | $123M | Sell |
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|
2025
Q1 | $105M | Buy |
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|
2024
Q4 | $92.6M | Buy |
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|
2024
Q3 | $76.8M | Buy |
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|
2024
Q2 | $69.1M | Buy |
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|
2024
Q1 | $65.6M | Buy |
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|
2023
Q4 | $50.3M | Buy |
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|
2023
Q3 | $34.5M | Buy |
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|
2023
Q2 | $30.1M | Buy |
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|
2023
Q1 | $23.7M | Buy |
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|
2022
Q4 | $20.4M | Buy |
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|
2022
Q3 | $13.5M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $12.8M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q2 | $9.7M | Hold |
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|
2021
Q1 | $9.7M | Hold |
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|
2020
Q4 | $9.7M | Hold |
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|
2020
Q3 | $9.7M | Hold |
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|
2020
Q2 | $9.7M | Hold |
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|
2020
Q1 | $9.7M | Hold |
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|
2019
Q4 | $9.7M | Hold |
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|
2019
Q3 | $9.7M | Hold |
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|
2019
Q2 | $9.7M | Hold |
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|
2019
Q1 | $9.7M | Buy |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $2.01M | Buy |
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|
2018
Q2 | $1.62M | Buy |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $1.4M | Buy |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $6.18M | Buy |
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|
2016
Q3 | $4.15M | Sell |
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|
2016
Q2 | $4.35M | Buy |
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|
2016
Q1 | $3.38M | Sell |
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|
2015
Q4 | $12M | Sell |
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|
2015
Q3 | $14.4M | Buy |
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|
2015
Q2 | $15.5M | Buy |
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|
2015
Q1 | $13.8M | Sell |
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|
2014
Q4 | $14.6M | Buy |
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|
2014
Q3 | $3.5M | Buy |
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|
2014
Q2 | $480K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $759K | Buy |
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|
2013
Q3 | $260K | Buy |
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