CFS
Commonwealth Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
16,962
+83
| +0.5% | +$24.1K | 0.95% | 30 |
|
|
2025
Q1 | $4.14M | Buy |
16,879
+827
| +5% | +$203K | 0.85% | 34 |
|
|
2024
Q4 | $3.85M | Buy |
16,052
+809
| +5% | +$194K | 0.75% | 35 |
|
|
2024
Q3 | $3.16M | Buy |
15,243
+1,756
| +13% | +$364K | 0.62% | 39 |
|
|
2024
Q2 | $2.77M | Sell |
13,487
-1,023
| -7% | -$210K | 0.57% | 36 |
|
|
2024
Q1 | $2.47M | Hold |
14,510
| – | – | 0.58% | 36 |
|
|
2023
Q4 | $2.47M | Buy |
14,510
+20
| +0.1% | +$3.4K | 0.58% | 36 |
|
|
2023
Q3 | $2.1M | Buy |
+14,490
| New | +$2.1M | 0.63% | 38 |
|
|
2017
Q1 | $325K | Buy |
3,769
+73
| +2% | +$6.3K | 0.35% | 33 |
|
|
2016
Q4 | $309K | Sell |
3,696
-57
| -2% | -$4.77K | 0.3% | 38 |
|
|
2016
Q3 | $250K | Buy |
3,753
+1,763
| +89% | +$117K | 0.24% | 51 |
|
|
2016
Q2 | $124K | Sell |
1,990
-467
| -19% | -$29.1K | 0.15% | 61 |
|
|
2016
Q1 | $146K | Sell |
2,457
-1,757
| -42% | -$104K | 0.22% | 46 |
|
|
2015
Q4 | $278K | Buy |
+4,214
| New | +$278K | 0.94% | 36 |
|