CWM
ClientFirst Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
1,504
| – | – | 0.45% | 25 |
|
|
2025
Q1 | $369K | Hold |
1,504
| – | – | 0.42% | 25 |
|
|
2024
Q4 | $361K | Buy |
+1,504
| New | +$361K | 0.36% | 28 |
|
|
2023
Q3 | $217K | Hold |
1,504
| – | – | 0.26% | 29 |
|
|
2023
Q2 | $225K | Buy |
+1,504
| New | +$225K | 0.27% | 26 |
|
|
2023
Q1 | – | Sell |
-1,504
| Closed | -$202K | – | 25 |
|
|
2022
Q4 | $202K | Hold |
1,504
| – | – | 0.26% | 26 |
|
|
2022
Q3 | $203K | Buy |
+1,504
| New | +$203K | 0.25% | 25 |
|
|
2022
Q2 | – | Sell |
-1,504
| Closed | -$205K | – | 29 |
|
|
2022
Q1 | $205K | Hold |
1,504
| – | – | 0.19% | 29 |
|
|
2021
Q4 | $212K | Buy |
+1,504
| New | +$212K | 0.19% | 28 |
|