CWA
CM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
4,083
-546
| -12% | -$158K | 0.35% | 27 |
|
|
2025
Q1 | $1.14M | Hold |
4,629
| – | – | 0.36% | 25 |
|
|
2024
Q4 | $1.11M | Sell |
4,629
-175
| -4% | -$41.9K | 0.36% | 25 |
|
|
2024
Q3 | $1.01M | Buy |
4,804
+2,237
| +87% | +$472K | 0.33% | 26 |
|
|
2024
Q2 | $519K | Sell |
2,567
-5,281
| -67% | -$1.07M | 0.25% | 40 |
|
|
2024
Q1 | $1.5M | Buy |
7,848
+4,083
| +108% | +$783K | 0.43% | 31 |
|
|
2023
Q4 | $640K | Hold |
3,765
| – | – | 0.28% | 32 |
|
|
2023
Q3 | $559K | Sell |
3,765
-3,086
| -45% | -$458K | 0.22% | 39 |
|
|
2023
Q2 | $1.07M | Buy |
6,851
+2,870
| +72% | +$450K | 0.35% | 28 |
|
|
2023
Q1 | $543K | Buy |
3,981
+216
| +6% | +$29.5K | 0.11% | 241 |
|
|
2022
Q4 | $505K | Hold |
3,765
| – | – | 0.26% | 40 |
|
|
2022
Q3 | $393M | Buy |
3,765
+1,508
| +67% | +$158M | 0.22% | 47 |
|
|
2022
Q2 | $254K | Buy |
+2,257
| New | +$254K | 0.16% | 60 |
|