CSWM
Cassady Schiller Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $735K | Buy |
3,067
+191
| +7% | +$45.8K | 0.27% | 55 |
|
|
2024
Q3 | $606K | Sell |
2,876
-266
| -8% | -$56.1K | 0.22% | 61 |
|
|
2024
Q2 | $636K | Sell |
3,142
-400
| -11% | -$80.9K | 0.26% | 57 |
|
|
2024
Q1 | $709K | Buy |
3,542
+237
| +7% | +$47.5K | 0.32% | 52 |
|
|
2023
Q4 | $562K | Hold |
3,305
| – | – | 0.28% | 54 |
|
|
2023
Q3 | $479K | Buy |
3,305
+62
| +2% | +$8.99K | 0.27% | 56 |
|
|
2023
Q2 | $472K | Buy |
3,243
+41
| +1% | +$5.96K | 0.26% | 62 |
|
|
2023
Q1 | $417K | Hold |
3,202
| – | – | 0.2% | 69 |
|
|
2022
Q4 | $429K | Sell |
3,202
-197
| -6% | -$26.4K | 0.26% | 66 |
|
|
2022
Q3 | $355K | Sell |
3,399
-46
| -1% | -$4.8K | 0.2% | 74 |
|
|
2022
Q2 | $388K | Buy |
3,445
+93
| +3% | +$10.5K | 0.2% | 66 |
|
|
2022
Q1 | $457K | Buy |
3,352
+324
| +11% | +$44.2K | 0.22% | 66 |
|
|
2021
Q4 | $479K | Buy |
+3,028
| New | +$479K | 0.29% | 54 |
|