CWA
CJM Wealth Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,889
+2
| +0.1% | +$580 | 0.38% | 27 |
|
|
2025
Q1 | $953K | Sell |
3,887
-70
| -2% | -$17.2K | 0.34% | 30 |
|
|
2024
Q4 | $948K | Sell |
3,957
-157
| -4% | -$37.6K | 0.32% | 27 |
|
|
2024
Q3 | $867K | Buy |
4,114
+2
| +0% | +$422 | 0.3% | 28 |
|
|
2024
Q2 | $845K | Sell |
4,112
-396
| -9% | -$81.4K | 0.31% | 28 |
|
|
2024
Q1 | $903K | Sell |
4,508
-456
| -9% | -$91.3K | 0.34% | 27 |
|
|
2023
Q4 | $844K | Buy |
4,964
+14
| +0.3% | +$2.38K | 0.37% | 25 |
|
|
2023
Q3 | $718K | Buy |
4,950
+2
| +0% | +$290 | 0.35% | 27 |
|
|
2023
Q2 | $720K | Buy |
4,948
+2
| +0% | +$291 | 0.37% | 26 |
|
|
2023
Q1 | $644K | Buy |
4,946
+3
| +0.1% | +$391 | 0.37% | 26 |
|
|
2022
Q4 | $663K | Buy |
4,943
+200
| +4% | +$26.8K | 0.41% | 26 |
|
|
2022
Q3 | $496K | Sell |
4,743
-22
| -0.5% | -$2.3K | 0.35% | 29 |
|
|
2022
Q2 | $537K | Buy |
4,765
+898
| +23% | +$101K | 0.37% | 30 |
|
|
2022
Q1 | $527K | Sell |
3,867
-31
| -0.8% | -$4.23K | 0.36% | 31 |
|
|
2021
Q4 | $617K | Buy |
+3,898
| New | +$617K | 0.44% | 28 |
|