CWM
CarsonAllaria Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,238
-11
| -0.9% | -$3.19K | 0.19% | 41 |
|
|
2025
Q1 | $307K | Sell |
1,249
-33
| -3% | -$8.1K | 0.18% | 44 |
|
|
2024
Q4 | $307K | Sell |
1,282
-254
| -17% | -$60.9K | 0.18% | 47 |
|
|
2024
Q3 | $324K | Sell |
1,536
-367
| -19% | -$77.4K | 0.19% | 46 |
|
|
2024
Q2 | $385K | Sell |
1,903
-170
| -8% | -$34.4K | 0.24% | 39 |
|
|
2024
Q1 | $415K | Sell |
2,073
-491
| -19% | -$98.4K | 0.26% | 39 |
|
|
2023
Q4 | $436K | Sell |
2,564
-114
| -4% | -$19.4K | 0.31% | 35 |
|
|
2023
Q3 | $388K | Sell |
2,678
-26
| -1% | -$3.77K | 0.32% | 36 |
|
|
2023
Q2 | $393K | Sell |
2,704
-40
| -1% | -$5.82K | 0.31% | 38 |
|
|
2023
Q1 | $358K | Buy |
2,744
+11
| +0.4% | +$1.43K | 0.3% | 40 |
|
|
2022
Q4 | $367K | Sell |
2,733
-46
| -2% | -$6.18K | 0.32% | 40 |
|
|
2022
Q3 | $290K | Buy |
2,779
+955
| +52% | +$99.7K | 0.27% | 45 |
|
|
2022
Q2 | $205K | Buy |
1,824
+1,799
| +7,196% | +$202K | 0.19% | 63 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 286 |
|
|
2021
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 285 |
|