CNWM
Clay Northam Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
2,437
+40
| +2% | +$11.6K | 0.45% | 38 |
|
|
2025
Q1 | $588K | Hold |
2,397
| – | – | 0.41% | 41 |
|
|
2024
Q4 | $575K | Buy |
2,397
+140
| +6% | +$33.6K | 0.37% | 42 |
|
|
2024
Q3 | $476K | Hold |
2,257
| – | – | 0.33% | 43 |
|
|
2024
Q2 | $457K | Hold |
2,257
| – | – | 0.35% | 45 |
|
|
2024
Q1 | $452K | Hold |
2,257
| – | – | 0.36% | 42 |
|
|
2023
Q4 | $384K | Buy |
2,257
+16
| +0.7% | +$2.72K | 0.34% | 48 |
|
|
2023
Q3 | $325K | Hold |
2,241
| – | – | 0.32% | 49 |
|
|
2023
Q2 | $326K | Sell |
2,241
-20
| -0.9% | -$2.91K | 0.31% | 50 |
|
|
2023
Q1 | $295K | Hold |
2,261
| – | – | 0.3% | 57 |
|
|
2022
Q4 | $303K | Hold |
2,261
| – | – | 0.35% | 52 |
|
|
2022
Q3 | $236K | Hold |
2,261
| – | – | 0.29% | 64 |
|
|
2022
Q2 | $255K | Sell |
2,261
-325
| -13% | -$36.7K | 0.32% | 61 |
|
|
2022
Q1 | $353K | Sell |
2,586
-25
| -1% | -$3.41K | 0.36% | 54 |
|
|
2021
Q4 | $413K | Buy |
+2,611
| New | +$413K | 0.39% | 52 |
|