CWP
Concord Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
29,143
+77
| +0.3% | +$22.3K | 1.23% | 19 |
|
|
2025
Q1 | $7.13M | Sell |
29,066
-1,374
| -5% | -$337K | 1.17% | 21 |
|
|
2024
Q4 | $7.3M | Sell |
30,440
-601
| -2% | -$144K | 1.2% | 21 |
|
|
2024
Q3 | $6.55M | Buy |
31,041
+1,795
| +6% | +$378K | 1.09% | 23 |
|
|
2024
Q2 | $5.92M | Buy |
29,246
+1,519
| +5% | +$307K | 1.04% | 24 |
|
|
2024
Q1 | $5.55M | Buy |
27,727
+5,858
| +27% | +$1.17M | 1% | 25 |
|
|
2023
Q4 | $3.72M | Buy |
21,869
+2,455
| +13% | +$418K | 0.74% | 32 |
|
|
2023
Q3 | $2.82M | Buy |
19,414
+2,457
| +14% | +$356K | 0.6% | 32 |
|
|
2023
Q2 | $2.47M | Buy |
16,957
+5,956
| +54% | +$866K | 0.53% | 35 |
|
|
2023
Q1 | $1.43M | Buy |
11,001
+2,696
| +32% | +$351K | 0.41% | 37 |
|
|
2022
Q4 | $1.11M | Sell |
8,305
-5,531
| -40% | -$742K | 0.33% | 42 |
|
|
2022
Q3 | $1.45M | Buy |
13,836
+197
| +1% | +$20.6K | 0.46% | 39 |
|
|
2022
Q2 | $1.54M | Buy |
13,639
+1,366
| +11% | +$154K | 0.42% | 38 |
|
|
2022
Q1 | $1.67M | Buy |
12,273
+776
| +7% | +$106K | 0.43% | 32 |
|
|
2021
Q4 | $1.82M | Buy |
11,497
+7,169
| +166% | +$1.13M | 0.45% | 31 |
|
|
2021
Q3 | $708K | Sell |
4,328
-5,324
| -55% | -$871K | 0.29% | 26 |
|
|
2021
Q2 | $1.5M | Buy |
9,652
+902
| +10% | +$140K | 0.43% | 22 |
|
|
2021
Q1 | $1.33M | Buy |
8,750
+4,447
| +103% | +$677K | 0.45% | 22 |
|
|
2020
Q4 | $547K | Buy |
+4,303
| New | +$547K | 0.42% | 30 |
|