CWM
Centric Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
15,034
+241
| +2% | +$69.6K | 1.04% | 25 |
|
|
2025
Q1 | $3.63M | Buy |
14,793
+1,680
| +13% | +$412K | 0.95% | 27 |
|
|
2024
Q4 | $3.14M | Buy |
13,113
+5,954
| +83% | +$1.43M | 0.85% | 30 |
|
|
2024
Q3 | $1.77M | Sell |
7,159
-116
| -2% | -$28.7K | 0.47% | 66 |
|
|
2024
Q2 | $1.54M | Buy |
7,275
+28
| +0.4% | +$5.94K | 0.44% | 60 |
|
|
2024
Q1 | $1.39M | Buy |
7,247
+3,172
| +78% | +$608K | 0.44% | 63 |
|
|
2023
Q4 | $711K | Buy |
4,075
+130
| +3% | +$22.7K | 0.23% | 81 |
|
|
2023
Q3 | $572K | Buy |
3,945
+4
| +0.1% | +$580 | 0.24% | 68 |
|
|
2023
Q2 | $572K | Sell |
3,941
-9
| -0.2% | -$1.31K | 0.23% | 65 |
|
|
2023
Q1 | $515K | Buy |
3,950
+10
| +0.3% | +$1.3K | 0.22% | 68 |
|
|
2022
Q4 | $528K | Sell |
3,940
-1,413
| -26% | -$189K | 0.27% | 65 |
|
|
2022
Q3 | $559K | Sell |
5,353
-171
| -3% | -$17.9K | 0.22% | 80 |
|
|
2022
Q2 | $622K | Buy |
5,524
+67
| +1% | +$7.54K | 0.23% | 83 |
|
|
2022
Q1 | $744K | Sell |
5,457
-90
| -2% | -$12.3K | 0.24% | 89 |
|
|
2021
Q4 | $878K | Buy |
5,547
+717
| +15% | +$113K | 0.29% | 77 |
|
|
2021
Q3 | $791K | Sell |
4,830
-199
| -4% | -$32.6K | 0.29% | 79 |
|
|
2021
Q2 | $782K | Sell |
5,029
-338
| -6% | -$52.6K | 0.27% | 83 |
|
|
2021
Q1 | $817K | Sell |
5,367
-1
| -0% | -$152 | 0.23% | 111 |
|
|
2020
Q4 | $682K | Buy |
5,368
+1,183
| +28% | +$150K | 0.21% | 107 |
|
|
2020
Q3 | $474K | Buy |
4,185
+788
| +23% | +$89.3K | 0.36% | 67 |
|
|
2020
Q2 | $320K | Sell |
3,397
-788
| -19% | -$74.2K | 0.17% | 106 |
|
|
2020
Q1 | $474K | Buy |
+4,185
| New | +$474K | 0.36% | 67 |
|
|
2019
Q4 | – | Sell |
-4,185
| Closed | -$474K | – | 117 |
|
|
2019
Q3 | $474K | Buy |
4,185
+162
| +4% | +$18.3K | 0.36% | 67 |
|
|
2019
Q2 | $450K | Sell |
4,023
-302
| -7% | -$33.8K | 0.39% | 64 |
|
|
2019
Q1 | $438K | Buy |
4,325
+167
| +4% | +$16.9K | 0.41% | 59 |
|
|
2018
Q4 | $406K | Buy |
+4,158
| New | +$406K | 0.36% | 68 |
|