CFM Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
35,787
+207
| +0.6% | +$62.8K | 1.58% | 18 |
|
|
2025
Q4 | $11.5M | Buy |
35,580
+1,281
| +4% | +$397K | 1.65% | 15 |
|
|
2025
Q3 | $10.8M | Buy |
34,299
+1,261
| +4% | +$375K | 1.57% | 16 |
|
|
2025
Q2 | $9.58M | Buy |
33,038
+206
| +0.6% | +$52.6K | 1.52% | 17 |
|
|
2025
Q1 | $8.05M | Buy |
32,832
+1,395
| +4% | +$356K | 1.42% | 19 |
|
|
2024
Q4 | $7.54M | Buy |
31,437
+1,776
| +6% | +$414K | 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% | +$121K | 1.07% | 24 |
|
|
2024
Q1 | $5.64M | Buy |
28,179
+779
| +3% | +$141K | 1.13% | 26 |
|
|
2023
Q4 | $4.66M | Buy |
27,400
+240
| +0.9% | +$36.4K | 1.05% | 27 |
|
|
2023
Q3 | $3.94M | Buy |
27,160
+867
| +3% | +$130K | 1.03% | 28 |
|
|
2023
Q2 | $3.82M | Sell |
26,293
-103
| -0.4% | -$14.2K | 0.93% | 27 |
|
|
2023
Q1 | $3.44M | Buy |
26,396
+378
| +1% | +$51.8K | 0.93% | 30 |
|
|
2022
Q4 | $3.49M | Buy |
26,018
+941
| +4% | +$119K | 1.04% | 23 |
|
|
2022
Q3 | $2.62M | Buy |
25,077
+3,060
| +14% | +$351K | 0.84% | 31 |
|
|
2022
Q2 | $2.48M | Sell |
22,017
-892
| -4% | -$111K | 0.74% | 34 |
|
|
2022
Q1 | $3.12M | Buy |
22,909
+2,372
| +12% | +$350K | 0.75% | 33 |
|
|
2021
Q4 | $3.32M | Buy |
20,537
+3,380
| +20% | +$555K | 0.74% | 36 |
|
|
2021
Q3 | $2.81M | Buy |
17,157
+379
| +2% | +$59.4K | 0.71% | 41 |
|
|
2021
Q2 | $2.61M | Sell |
16,778
-58
| -0.3% | -$9.11K | 0.69% | 41 |
|
|
2021
Q1 | $2.56M | Buy |
16,836
+30
| +0.2% | +$4.32K | 0.77% | 37 |
|
|
2020
Q4 | $2.14M | Sell |
16,806
-35
| -0.2% | -$3.91K | 0.68% | 39 |
|
|
2020
Q3 | $1.79M | Buy |
16,841
+2,099
| +14% | +$206K | 0.65% | 40 |
|
|
2020
Q2 | $1.39M | Sell |
14,742
-1,190
| -7% | -$113K | 0.53% | 43 |
|
|
2020
Q1 | $1.43M | Buy |
15,932
+1,089
| +7% | +$132K | 0.67% | 39 |
|
|
2019
Q4 | $2.04M | Buy |
+14,843
| New | +$1.9M | 0.75% | 36 |
|
Other funds holding JPM
VCM
VPM
