CWAG
Compton Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Buy |
28,772
+57
| +0.2% | +$16.5K | 2.11% | 14 |
|
|
2025
Q1 | $7.04M | Sell |
28,715
-1,203
| -4% | -$295K | 1.95% | 14 |
|
|
2024
Q4 | $7.17M | Buy |
29,918
+472
| +2% | +$113K | 1.85% | 16 |
|
|
2024
Q3 | $6.21M | Buy |
29,446
+582
| +2% | +$123K | 1.57% | 17 |
|
|
2024
Q2 | $5.84M | Buy |
28,864
+901
| +3% | +$182K | 1.56% | 16 |
|
|
2024
Q1 | $5.6M | Buy |
27,963
+177
| +0.6% | +$35.5K | 1.53% | 15 |
|
|
2023
Q4 | $4.73M | Buy |
27,786
+3,361
| +14% | +$572K | 1.48% | 16 |
|
|
2023
Q3 | $3.54M | Buy |
24,425
+915
| +4% | +$133K | 1.22% | 18 |
|
|
2023
Q2 | $3.42M | Sell |
23,510
-345
| -1% | -$50.2K | 1.14% | 21 |
|
|
2023
Q1 | $3.11M | Sell |
23,855
-1,076
| -4% | -$140K | 1.07% | 23 |
|
|
2022
Q4 | $3.34M | Buy |
24,931
+154
| +0.6% | +$20.7K | 1.3% | 19 |
|
|
2022
Q3 | $2.59M | Sell |
24,777
-2,750
| -10% | -$287K | 1.1% | 22 |
|
|
2022
Q2 | $3.1M | Sell |
27,527
-3,836
| -12% | -$432K | 1.34% | 20 |
|
|
2022
Q1 | $4.28M | Buy |
31,363
+8,729
| +39% | +$1.19M | 1.65% | 17 |
|
|
2021
Q4 | $3.58M | Buy |
22,634
+367
| +2% | +$58.1K | 1.54% | 19 |
|
|
2021
Q3 | $3.65M | Sell |
22,267
-350
| -2% | -$57.3K | 1.71% | 17 |
|
|
2021
Q2 | $3.52M | Buy |
22,617
+273
| +1% | +$42.5K | 1.64% | 17 |
|
|
2021
Q1 | $3.4M | Buy |
22,344
+701
| +3% | +$107K | 1.95% | 16 |
|
|
2020
Q4 | $2.75M | Sell |
21,643
-33
| -0.2% | -$4.19K | 1.71% | 18 |
|
|
2020
Q3 | $2.09M | Buy |
21,676
+413
| +2% | +$39.8K | 1.56% | 21 |
|
|
2020
Q2 | $2M | Sell |
21,263
-543
| -2% | -$51.1K | 2.13% | 15 |
|
|
2020
Q1 | $1.96M | Sell |
21,806
-1,082
| -5% | -$97.4K | 2.55% | 13 |
|
|
2019
Q4 | $3.19M | Sell |
22,888
-137
| -0.6% | -$19.1K | 2.82% | 9 |
|
|
2019
Q3 | $2.71M | Buy |
23,025
+1,799
| +8% | +$212K | 1.49% | 10 |
|
|
2019
Q2 | $2.37M | Buy |
21,226
+32
| +0.2% | +$3.58K | 1.22% | 11 |
|
|
2019
Q1 | $2.15M | Buy |
21,194
+260
| +1% | +$26.3K | 1.14% | 13 |
|
|
2018
Q4 | $2.04M | Buy |
+20,934
| New | +$2.04M | 1.05% | 13 |
|