Carson Wealth (CWM LLC)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
425,818
-1,357
| -0.3% | -$393K | 0.44% | 49 |
|
|
2025
Q1 | $105M | Buy |
427,175
+40,900
| +11% | +$10M | 0.42% | 46 |
|
|
2024
Q4 | $92.6M | Buy |
386,275
+21,865
| +6% | +$5.24M | 0.38% | 46 |
|
|
2024
Q3 | $76.8M | Buy |
364,410
+22,748
| +7% | +$4.8M | 0.33% | 54 |
|
|
2024
Q2 | $69.1M | Buy |
341,662
+14,351
| +4% | +$2.9M | 0.33% | 55 |
|
|
2024
Q1 | $65.6M | Buy |
327,311
+31,517
| +11% | +$6.31M | 0.32% | 58 |
|
|
2023
Q4 | $50.3M | Buy |
295,794
+57,703
| +24% | +$9.82M | 0.27% | 72 |
|
|
2023
Q3 | $34.5M | Buy |
238,091
+30,924
| +15% | +$4.48M | 0.21% | 91 |
|
|
2023
Q2 | $30.1M | Buy |
207,167
+25,059
| +14% | +$3.64M | 0.19% | 107 |
|
|
2023
Q1 | $23.7M | Buy |
182,108
+30,195
| +20% | +$3.93M | 0.16% | 127 |
|
|
2022
Q4 | $20.4M | Buy |
151,913
+22,803
| +18% | +$3.06M | 0.15% | 140 |
|
|
2022
Q3 | $13.5M | Buy |
129,110
+27,937
| +28% | +$2.92M | 0.11% | 159 |
|
|
2022
Q2 | $11.4M | Buy |
101,173
+7,386
| +8% | +$832K | 0.09% | 180 |
|
|
2022
Q1 | $12.8M | Buy |
93,787
+11,830
| +14% | +$1.61M | 0.09% | 184 |
|
|
2021
Q4 | $13M | Buy |
+81,957
| New | +$13M | 0.09% | 187 |
|
|
2021
Q2 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2021
Q1 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2020
Q4 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2020
Q3 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2020
Q2 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2020
Q1 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2019
Q4 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2019
Q3 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2019
Q2 | $9.7M | Hold |
62,369
| – | – | 0.08% | 201 |
|
|
2019
Q1 | $9.7M | Buy |
62,369
+40,192
| +181% | +$6.25M | 0.08% | 201 |
|
|
2018
Q4 | $2.17M | Buy |
22,177
+4,367
| +25% | +$426K | 0.05% | 277 |
|
|
2018
Q3 | $2.01M | Buy |
17,810
+2,226
| +14% | +$251K | 0.05% | 253 |
|
|
2018
Q2 | $1.62M | Buy |
15,584
+1,209
| +8% | +$126K | 0.05% | 231 |
|
|
2018
Q1 | $1.58M | Buy |
14,375
+1,264
| +10% | +$139K | 0.06% | 194 |
|
|
2017
Q4 | $1.4M | Buy |
13,111
+554
| +4% | +$59.2K | 0.06% | 206 |
|
|
2017
Q3 | $1.2M | Sell |
12,557
-1,872
| -13% | -$179K | 0.06% | 191 |
|
|
2017
Q2 | $1.32M | Sell |
14,429
-4,095
| -22% | -$374K | 0.07% | 181 |
|
|
2017
Q1 | $1.63M | Sell |
18,524
-53,112
| -74% | -$4.66M | 0.09% | 158 |
|
|
2016
Q4 | $6.18M | Buy |
71,636
+9,269
| +15% | +$800K | 0.38% | 68 |
|
|
2016
Q3 | $4.15M | Sell |
62,367
-7,617
| -11% | -$507K | 0.29% | 101 |
|
|
2016
Q2 | $4.35M | Buy |
69,984
+13,000
| +23% | +$808K | 0.32% | 96 |
|
|
2016
Q1 | $3.38M | Sell |
56,984
-124,038
| -69% | -$7.35M | 0.3% | 107 |
|
|
2015
Q4 | $12M | Sell |
181,022
-55,249
| -23% | -$3.65M | 1.17% | 23 |
|
|
2015
Q3 | $14.4M | Buy |
236,271
+7,342
| +3% | +$448K | 1.45% | 11 |
|
|
2015
Q2 | $15.5M | Buy |
228,929
+1,780
| +0.8% | +$121K | 1.49% | 10 |
|
|
2015
Q1 | $13.8M | Sell |
227,149
-5,390
| -2% | -$327K | 1.39% | 15 |
|
|
2014
Q4 | $14.6M | Buy |
232,539
+174,529
| +301% | +$10.9M | 1.77% | 9 |
|
|
2014
Q3 | $3.5M | Buy |
58,010
+49,685
| +597% | +$2.99M | 0.51% | 67 |
|
|
2014
Q2 | $480K | Buy |
+8,325
| New | +$480K | 0.09% | 121 |
|
|
2014
Q1 | – | Sell |
-12,974
| Closed | -$759K | – | 296 |
|
|
2013
Q4 | $759K | Buy |
12,974
+7,944
| +158% | +$465K | 0.12% | 116 |
|
|
2013
Q3 | $260K | Buy |
+5,030
| New | +$260K | 0.07% | 130 |
|