CWM
Circle Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $18M | Sell |
73,445
-1,130
| -2% | -$277K | 0.41% | 21 |
|
|
2024
Q4 | $17.9M | Sell |
74,575
-590
| -0.8% | -$141K | 0.38% | 22 |
|
|
2024
Q3 | $15.8M | Sell |
75,165
-1,582
| -2% | -$334K | 0.35% | 22 |
|
|
2024
Q2 | $15.5M | Sell |
76,747
-2,189
| -3% | -$443K | 0.36% | 22 |
|
|
2024
Q1 | $15.8M | Buy |
78,936
+366
| +0.5% | +$73.3K | 0.39% | 23 |
|
|
2023
Q4 | $13.4M | Buy |
78,570
+791
| +1% | +$135K | 0.34% | 23 |
|
|
2023
Q3 | $11.3M | Buy |
77,779
+2,448
| +3% | +$355K | 0.28% | 26 |
|
|
2023
Q2 | $11M | Buy |
75,331
+336
| +0.4% | +$48.9K | 1.45% | 10 |
|
|
2023
Q1 | $9.77M | Sell |
74,995
-13,039
| -15% | -$1.7M | 1.41% | 11 |
|
|
2022
Q4 | $11.8M | Sell |
88,034
-1,705
| -2% | -$229K | 1.82% | 6 |
|
|
2022
Q3 | $9.38M | Sell |
89,739
-1,685
| -2% | -$176K | 1.55% | 9 |
|
|
2022
Q2 | $10.3M | Buy |
91,424
+2,061
| +2% | +$232K | 1.64% | 9 |
|
|
2022
Q1 | $12.2M | Buy |
89,363
+2,880
| +3% | +$393K | 1.6% | 8 |
|
|
2021
Q4 | $13.7M | Buy |
86,483
+774
| +0.9% | +$123K | 1.79% | 8 |
|
|
2021
Q3 | $14M | Sell |
85,709
-2,116
| -2% | -$346K | 2.02% | 6 |
|
|
2021
Q2 | $13.7M | Buy |
87,825
+1,673
| +2% | +$260K | 1.96% | 7 |
|
|
2021
Q1 | $13.1M | Sell |
86,152
-13,216
| -13% | -$2.01M | 2.09% | 5 |
|
|
2020
Q4 | $12.6M | Buy |
99,368
+7,245
| +8% | +$921K | 1.81% | 6 |
|
|
2020
Q3 | $8.87M | Buy |
92,123
+183
| +0.2% | +$17.6K | 1.46% | 11 |
|
|
2020
Q2 | $8.65M | Buy |
91,940
+874
| +1% | +$82.2K | 1.51% | 10 |
|
|
2020
Q1 | $8.15M | Buy |
91,066
+9,142
| +11% | +$818K | 1.59% | 6 |
|
|
2019
Q4 | $11.4M | Buy |
81,924
+155
| +0.2% | +$21.6K | 1.98% | 7 |
|
|
2019
Q3 | $9.62M | Buy |
81,769
+27,490
| +51% | +$3.24M | 2.05% | 6 |
|
|
2019
Q2 | $6.07M | Sell |
54,279
-22,377
| -29% | -$2.5M | 1.32% | 9 |
|
|
2019
Q1 | $7.76M | Buy |
76,656
+24,115
| +46% | +$2.44M | 1.74% | 8 |
|
|
2018
Q4 | $5.13M | Buy |
52,541
+876
| +2% | +$85.5K | 1.92% | 9 |
|
|
2018
Q3 | $5.83M | Buy |
51,665
+33
| +0.1% | +$3.72K | 1.84% | 8 |
|
|
2018
Q2 | $5.38M | Buy |
51,632
+6,084
| +13% | +$634K | 1.83% | 9 |
|
|
2018
Q1 | $5.01M | Buy |
45,548
+6,721
| +17% | +$739K | 1.81% | 9 |
|
|
2017
Q4 | $4.15M | Buy |
38,827
+936
| +2% | +$100K | 1.57% | 11 |
|
|
2017
Q3 | $3.62M | Buy |
37,891
+3,035
| +9% | +$290K | 1.49% | 11 |
|
|
2017
Q2 | $3.19M | Buy |
34,856
+1,132
| +3% | +$103K | 1.41% | 11 |
|
|
2017
Q1 | $2.96M | Buy |
33,724
+13
| +0% | +$1.14K | 1.42% | 10 |
|
|
2016
Q4 | $2.91M | Buy |
+33,711
| New | +$2.91M | 1.55% | 10 |
|