CWM
CMH Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
884
-50
| -5% | -$14.5K | 0.06% | 52 |
|
|
2025
Q1 | $229K | Sell |
934
-40
| -4% | -$9.81K | 0.06% | 52 |
|
|
2024
Q4 | $233K | Hold |
974
| – | – | 0.05% | 53 |
|
|
2024
Q3 | $205K | Buy |
+974
| New | +$205K | 0.05% | 53 |
|
|
2020
Q1 | – | Sell |
-25,320
| Closed | -$3.53M | – | 53 |
|
|
2019
Q4 | $3.53M | Sell |
25,320
-558
| -2% | -$77.8K | 1.81% | 19 |
|
|
2019
Q3 | $3.05M | Sell |
25,878
-100
| -0.4% | -$11.8K | 1.72% | 23 |
|
|
2019
Q2 | $2.9M | Buy |
25,978
+95
| +0.4% | +$10.6K | 1.7% | 25 |
|
|
2019
Q1 | $2.62M | Buy |
25,883
+820
| +3% | +$83K | 1.59% | 25 |
|
|
2018
Q4 | $2.45M | Buy |
25,063
+22,915
| +1,067% | +$2.24M | 1.48% | 26 |
|
|
2018
Q3 | $244K | Hold |
2,148
| – | – | 0.13% | 55 |
|
|
2018
Q2 | $226K | Buy |
+2,148
| New | +$226K | 0.13% | 56 |
|
|
2018
Q1 | – | Sell |
-2,100
| Closed | -$227K | – | 56 |
|
|
2017
Q4 | $227K | Hold |
2,100
| – | – | 0.15% | 53 |
|
|
2017
Q3 | $203K | Sell |
2,100
-200
| -9% | -$19.3K | 0.15% | 48 |
|
|
2017
Q2 | $211K | Buy |
+2,300
| New | +$211K | 0.17% | 49 |
|
|
2017
Q1 | – | Sell |
-3,300
| Closed | -$277K | – | 53 |
|
|
2016
Q4 | $277K | Buy |
+3,300
| New | +$277K | 0.24% | 48 |
|