CWM
Chronos Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
41,187
+125
| +0.3% | +$36.2K | 6.19% | 6 |
|
|
2025
Q1 | $10.1M | Sell |
41,062
-400
| -1% | -$98.1K | 5.4% | 8 |
|
|
2024
Q4 | $9.94M | Sell |
41,462
-210
| -0.5% | -$50.3K | 5.08% | 7 |
|
|
2024
Q3 | $8.79M | Buy |
41,672
+969
| +2% | +$204K | 4.58% | 8 |
|
|
2024
Q2 | $8.23M | Buy |
40,703
+8
| +0% | +$1.62K | 4.58% | 8 |
|
|
2024
Q1 | $8.15M | Sell |
40,695
-144
| -0.4% | -$28.8K | 4.77% | 9 |
|
|
2023
Q4 | $6.95M | Buy |
40,839
+616
| +2% | +$105K | 4.42% | 10 |
|
|
2023
Q3 | $5.83M | Sell |
40,223
-8
| -0% | -$1.16K | 4.08% | 10 |
|
|
2023
Q2 | $5.85M | Buy |
40,231
+62
| +0.2% | +$9.02K | 4.05% | 10 |
|
|
2023
Q1 | $5.23M | Buy |
40,169
+566
| +1% | +$73.8K | 3.93% | 15 |
|
|
2022
Q4 | $5.31M | Sell |
39,603
-190
| -0.5% | -$25.5K | 4.19% | 12 |
|
|
2022
Q3 | $4.16M | Buy |
39,793
+86
| +0.2% | +$8.99K | 3.44% | 15 |
|
|
2022
Q2 | $4.47M | Buy |
39,707
+537
| +1% | +$60.5K | 3.35% | 15 |
|
|
2022
Q1 | $5.34M | Buy |
39,170
+906
| +2% | +$124K | 3.4% | 15 |
|
|
2021
Q4 | $6.06M | Buy |
38,264
+219
| +0.6% | +$34.7K | 3.67% | 10 |
|
|
2021
Q3 | $6.23M | Sell |
38,045
-70
| -0.2% | -$11.5K | 4.24% | 8 |
|
|
2021
Q2 | $5.93M | Buy |
38,115
+1,557
| +4% | +$242K | 4.07% | 10 |
|
|
2021
Q1 | $5.57M | Sell |
36,558
-217
| -0.6% | -$33K | 4.21% | 10 |
|
|
2020
Q4 | $4.67M | Sell |
36,775
-1,078
| -3% | -$137K | 3.83% | 12 |
|
|
2020
Q3 | $3.64M | Buy |
37,853
+1,259
| +3% | +$121K | 3.28% | 14 |
|
|
2020
Q2 | $3.44M | Sell |
36,594
-403
| -1% | -$37.9K | 3.33% | 14 |
|
|
2020
Q1 | $3.33M | Buy |
36,997
+1,584
| +4% | +$143K | 3.84% | 13 |
|
|
2019
Q4 | $4.94M | Buy |
+35,413
| New | +$4.94M | 4.85% | 8 |
|