CWM
Chesapeake Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
9,777
-262
| -3% | -$76K | 0.95% | 32 |
|
|
2025
Q1 | $2.46M | Sell |
10,039
-545
| -5% | -$134K | 0.88% | 37 |
|
|
2024
Q4 | $2.54M | Sell |
10,584
-202
| -2% | -$48.4K | 0.87% | 35 |
|
|
2024
Q3 | $2.27M | Buy |
10,786
+104
| +1% | +$21.9K | 0.78% | 45 |
|
|
2024
Q2 | $2.16M | Sell |
10,682
-458
| -4% | -$92.6K | 0.78% | 43 |
|
|
2024
Q1 | $2.23M | Sell |
11,140
-289
| -3% | -$57.9K | 0.81% | 43 |
|
|
2023
Q4 | $1.94M | Sell |
11,429
-442
| -4% | -$75.2K | 0.75% | 45 |
|
|
2023
Q3 | $1.72M | Sell |
11,871
-499
| -4% | -$72.4K | 0.72% | 47 |
|
|
2023
Q2 | $1.8M | Sell |
12,370
-537
| -4% | -$78.1K | 0.71% | 44 |
|
|
2023
Q1 | $1.68M | Sell |
12,907
-119
| -0.9% | -$15.5K | 0.7% | 42 |
|
|
2022
Q4 | $1.75M | Sell |
13,026
-807
| -6% | -$108K | 0.77% | 41 |
|
|
2022
Q3 | $1.45M | Sell |
13,833
-2,327
| -14% | -$243K | 0.66% | 48 |
|
|
2022
Q2 | $1.82M | Sell |
16,160
-2,385
| -13% | -$269K | 0.78% | 34 |
|
|
2022
Q1 | $2.53M | Sell |
18,545
-7,194
| -28% | -$981K | 0.92% | 28 |
|
|
2021
Q4 | $4.08M | Buy |
25,739
+18
| +0.1% | +$2.85K | 1.37% | 17 |
|
|
2021
Q3 | $4.21M | Sell |
25,721
-2,293
| -8% | -$375K | 1.51% | 15 |
|
|
2021
Q2 | $4.36M | Sell |
28,014
-1,107
| -4% | -$172K | 1.41% | 16 |
|
|
2021
Q1 | $4.43M | Sell |
29,121
-410
| -1% | -$62.4K | 1.48% | 14 |
|
|
2020
Q4 | $3.75M | Sell |
29,531
-370
| -1% | -$47K | 1.28% | 16 |
|
|
2020
Q3 | $2.88M | Sell |
29,901
-27
| -0.1% | -$2.6K | 1.08% | 18 |
|
|
2020
Q2 | $2.82M | Buy |
29,928
+130
| +0.4% | +$12.2K | 1.12% | 17 |
|
|
2020
Q1 | $2.68M | Buy |
29,798
+307
| +1% | +$27.6K | 1.24% | 14 |
|
|
2019
Q4 | $4.11M | Buy |
29,491
+785
| +3% | +$109K | 1.58% | 12 |
|
|
2019
Q3 | $3.38M | Buy |
28,706
+302
| +1% | +$35.5K | 1.38% | 12 |
|
|
2019
Q2 | $3.18M | Buy |
28,404
+122
| +0.4% | +$13.6K | 1.33% | 13 |
|
|
2019
Q1 | $2.86M | Buy |
28,282
+405
| +1% | +$41K | 1.26% | 13 |
|
|
2018
Q4 | $2.72M | Buy |
27,877
+530
| +2% | +$51.7K | 1.35% | 13 |
|
|
2018
Q3 | $3.09M | Buy |
27,347
+161
| +0.6% | +$18.2K | 1.37% | 14 |
|
|
2018
Q2 | $2.83M | Buy |
27,186
+21
| +0.1% | +$2.19K | 1.31% | 14 |
|
|
2018
Q1 | $2.99M | Buy |
+27,165
| New | +$2.99M | 1.38% | 14 |
|