CWS
Confluence Wealth Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
49,639
-140
| -0.3% | -$40.6K | 0.79% | 21 |
|
|
2025
Q1 | $12M | Buy |
49,779
+5,738
| +13% | +$1.38M | 0.76% | 21 |
|
|
2024
Q4 | $11.7M | Sell |
44,041
-959
| -2% | -$255K | 0.76% | 21 |
|
|
2024
Q3 | $9.49M | Sell |
45,000
-1,153
| -2% | -$243K | 0.69% | 19 |
|
|
2024
Q2 | $9.33M | Buy |
46,153
+5,020
| +12% | +$1.02M | 0.74% | 20 |
|
|
2024
Q1 | $8.24M | Buy |
41,133
+1,103
| +3% | +$221K | 0.73% | 20 |
|
|
2023
Q4 | $6.81M | Sell |
40,030
-1,493
| -4% | -$254K | 0.75% | 20 |
|
|
2023
Q3 | $6.02M | Buy |
41,523
+1,589
| +4% | +$230K | 1.19% | 17 |
|
|
2023
Q2 | $5.81M | Sell |
39,934
-1,016
| -2% | -$148K | 1.23% | 15 |
|
|
2023
Q1 | $5.34M | Buy |
40,950
+1,456
| +4% | +$190K | 1.24% | 14 |
|
|
2022
Q4 | $5.3M | Buy |
39,494
+1,061
| +3% | +$142K | 1.38% | 14 |
|
|
2022
Q3 | $4.02M | Buy |
+38,433
| New | +$4.02M | 1.7% | 7 |
|
|
2022
Q2 | – | Sell |
-34,176
| Closed | -$4.66M | – | 278 |
|
|
2022
Q1 | $4.66M | Buy |
34,176
+311
| +0.9% | +$42.4K | 1.68% | 4 |
|
|
2021
Q4 | $5.36M | Buy |
+33,865
| New | +$5.36M | 1.73% | 4 |
|