CFM Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
33,038
+206
| +0.6% | +$59.7K | 1.52% | 17 |
|
|
2025
Q1 | $8.05M | Buy |
32,832
+1,395
| +4% | +$342K | 1.42% | 19 |
|
|
2024
Q4 | $7.54M | Buy |
31,437
+1,776
| +6% | +$426K | 1.27% | 21 |
|
|
2024
Q3 | $6.25M | Buy |
29,661
+862
| +3% | +$182K | 1.09% | 26 |
|
|
2024
Q2 | $5.82M | Buy |
28,799
+620
| +2% | +$125K | 1.07% | 24 |
|
|
2024
Q1 | $5.64M | Buy |
28,179
+779
| +3% | +$156K | 1.13% | 26 |
|
|
2023
Q4 | $4.66M | Buy |
27,400
+240
| +0.9% | +$40.8K | 1.05% | 27 |
|
|
2023
Q3 | $3.94M | Buy |
27,160
+867
| +3% | +$126K | 1.03% | 28 |
|
|
2023
Q2 | $3.82M | Sell |
26,293
-103
| -0.4% | -$15K | 0.93% | 27 |
|
|
2023
Q1 | $3.44M | Buy |
26,396
+378
| +1% | +$49.3K | 0.93% | 29 |
|
|
2022
Q4 | $3.49M | Buy |
26,018
+941
| +4% | +$126K | 1.04% | 23 |
|
|
2022
Q3 | $2.62M | Buy |
25,077
+3,060
| +14% | +$320K | 0.84% | 31 |
|
|
2022
Q2 | $2.48M | Sell |
22,017
-892
| -4% | -$100K | 0.74% | 34 |
|
|
2022
Q1 | $3.12M | Buy |
22,909
+2,372
| +12% | +$323K | 0.75% | 33 |
|
|
2021
Q4 | $3.32M | Buy |
20,537
+3,380
| +20% | +$547K | 0.74% | 36 |
|
|
2021
Q3 | $2.81M | Buy |
17,157
+379
| +2% | +$62K | 0.71% | 41 |
|
|
2021
Q2 | $2.61M | Sell |
16,778
-58
| -0.3% | -$9.02K | 0.69% | 41 |
|
|
2021
Q1 | $2.56M | Buy |
16,836
+30
| +0.2% | +$4.57K | 0.77% | 37 |
|
|
2020
Q4 | $2.14M | Sell |
16,806
-35
| -0.2% | -$4.45K | 0.68% | 39 |
|
|
2020
Q3 | $1.79M | Buy |
16,841
+2,099
| +14% | +$223K | 0.65% | 40 |
|
|
2020
Q2 | $1.39M | Sell |
14,742
-1,190
| -7% | -$112K | 0.53% | 43 |
|
|
2020
Q1 | $1.43M | Buy |
15,932
+1,089
| +7% | +$98K | 0.67% | 39 |
|
|
2019
Q4 | $2.04M | Buy |
+14,843
| New | +$2.04M | 0.75% | 36 |
|