CTWM
Cherry Tree Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
3,164
-78
| -2% | -$22.6K | 0.21% | 74 |
|
|
2025
Q1 | $795K | Buy |
3,242
+73
| +2% | +$17.9K | 0.19% | 77 |
|
|
2024
Q4 | $760K | Hold |
3,169
| – | – | 0.19% | 76 |
|
|
2024
Q3 | $668K | Hold |
3,169
| – | – | 0.16% | 80 |
|
|
2024
Q2 | $641K | Buy |
3,169
+30
| +1% | +$6.07K | 0.16% | 76 |
|
|
2024
Q1 | $629K | Buy |
3,139
+20
| +0.6% | +$4.01K | 0.16% | 76 |
|
|
2023
Q4 | $531K | Sell |
3,119
-842
| -21% | -$143K | 0.14% | 80 |
|
|
2023
Q3 | $574K | Buy |
3,961
+334
| +9% | +$48.4K | 0.17% | 75 |
|
|
2023
Q2 | $528K | Buy |
+3,627
| New | +$528K | 0.15% | 80 |
|