CWM
Cedar Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Buy |
51
+27
| +113% | +$7.83K | 0.01% | 149 |
|
|
2025
Q1 | $5.89K | Hold |
24
| – | – | ﹤0.01% | 154 |
|
|
2024
Q4 | $5.75K | Sell |
24
-513
| -96% | -$123K | ﹤0.01% | 153 |
|
|
2024
Q3 | $113K | Hold |
537
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $109K | Sell |
537
-1,531
| -74% | -$310K | 0.04% | 127 |
|
|
2024
Q1 | $414K | Buy |
2,068
+500
| +32% | +$100K | 0.14% | 79 |
|
|
2023
Q4 | $267K | Buy |
1,568
+34
| +2% | +$5.78K | 0.1% | 91 |
|
|
2023
Q3 | $222K | Hold |
1,534
| – | – | 0.09% | 98 |
|
|
2023
Q2 | $223K | Hold |
1,534
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $200K | Buy |
1,534
+1,510
| +6,292% | +$197K | 0.08% | 100 |
|
|
2022
Q4 | $3.22K | Hold |
24
| – | – | ﹤0.01% | 260 |
|
|
2022
Q3 | $3K | Sell |
24
-24
| -50% | -$3K | ﹤0.01% | 290 |
|
|
2022
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 286 |
|
|
2022
Q1 | $7K | Hold |
48
| – | – | ﹤0.01% | 309 |
|
|
2021
Q4 | $8K | Buy |
+48
| New | +$8K | ﹤0.01% | 295 |
|
|
2021
Q2 | – | Sell |
-84
| Closed | -$13K | – | 271 |
|
|
2021
Q1 | $13K | Hold |
84
| – | – | 0.01% | 202 |
|
|
2020
Q4 | $11K | Hold |
84
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $8K | Sell |
84
-10
| -11% | -$952 | 0.01% | 192 |
|
|
2020
Q2 | $9K | Sell |
94
-155
| -62% | -$14.8K | 0.01% | 191 |
|
|
2020
Q1 | $22K | Buy |
249
+165
| +196% | +$14.6K | 0.01% | 155 |
|
|
2019
Q4 | $12K | Hold |
84
| – | – | 0.01% | 139 |
|
|
2019
Q3 | $10K | Buy |
+84
| New | +$10K | 0.01% | 130 |
|
|
2018
Q3 | – | Sell |
-159
| Closed | -$17K | – | 202 |
|
|
2018
Q2 | $17K | Buy |
+159
| New | +$17K | 0.01% | 106 |
|
|
2017
Q4 | – | Sell |
-45
| Closed | -$4K | – | 139 |
|
|
2017
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 119 |
|
|
2017
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 117 |
|
|
2017
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 117 |
|
|
2016
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 113 |
|
|
2016
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 106 |
|
|
2016
Q2 | $3K | Sell |
45
-14
| -24% | -$933 | ﹤0.01% | 112 |
|
|
2016
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 106 |
|
|
2015
Q4 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 32 |
|