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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.8M | Buy |
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|
2025
Q2 | $9.58M | Buy |
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|
2025
Q1 | $8.05M | Buy |
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|
2024
Q4 | $7.54M | Buy |
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|
2024
Q3 | $6.25M | Buy |
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|
2024
Q2 | $5.82M | Buy |
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|
2024
Q1 | $5.64M | Buy |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.82M | Sell |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.12M | Buy |
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|
2021
Q4 | $3.32M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.61M | Sell |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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