CWM
Connecticut Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Sell |
23,671
-48
| -0.2% | -$13.9K | 0.33% | 44 |
|
|
2025
Q1 | $5.82M | Buy |
23,719
+742
| +3% | +$182K | 0.3% | 51 |
|
|
2024
Q4 | $5.51M | Sell |
22,977
-968
| -4% | -$232K | 0.27% | 45 |
|
|
2024
Q3 | $5.05M | Sell |
23,945
-1,470
| -6% | -$310K | 0.24% | 61 |
|
|
2024
Q2 | $5.14M | Buy |
25,415
+3,045
| +14% | +$616K | 0.27% | 61 |
|
|
2024
Q1 | $4.48M | Sell |
22,370
-2,020
| -8% | -$405K | 0.24% | 64 |
|
|
2023
Q4 | $4.15M | Buy |
24,390
+5,809
| +31% | +$988K | 0.24% | 62 |
|
|
2023
Q3 | $2.69M | Buy |
18,581
+8,028
| +76% | +$1.16M | 0.18% | 67 |
|
|
2023
Q2 | $1.53M | Buy |
10,553
+2,310
| +28% | +$336K | 0.11% | 82 |
|
|
2023
Q1 | $1.07M | Sell |
8,243
-4,660
| -36% | -$607K | 0.08% | 91 |
|
|
2022
Q4 | $1.73M | Sell |
12,903
-602
| -4% | -$80.7K | 0.15% | 61 |
|
|
2022
Q3 | $1.41M | Buy |
13,505
+21
| +0.2% | +$2.19K | 0.13% | 65 |
|
|
2022
Q2 | $1.52M | Sell |
13,484
-477
| -3% | -$53.7K | 0.13% | 67 |
|
|
2022
Q1 | $1.9M | Buy |
13,961
+109
| +0.8% | +$14.9K | 0.15% | 64 |
|
|
2021
Q4 | $2.19M | Sell |
13,852
-3,911
| -22% | -$619K | 0.17% | 59 |
|
|
2021
Q3 | $2.91M | Sell |
17,763
-381
| -2% | -$62.4K | 0.25% | 50 |
|
|
2021
Q2 | $2.82M | Buy |
+18,144
| New | +$2.82M | 0.25% | 51 |
|
|
2021
Q1 | – | Sell |
-21,302
| Closed | -$2.71M | – | 195 |
|
|
2020
Q4 | $2.71M | Sell |
21,302
-146
| -0.7% | -$18.6K | 0.29% | 45 |
|
|
2020
Q3 | $2.07M | Buy |
21,448
+4,613
| +27% | +$444K | 0.23% | 60 |
|
|
2020
Q2 | $1.58M | Sell |
16,835
-82
| -0.5% | -$7.72K | 0.2% | 48 |
|
|
2020
Q1 | $1.52M | Sell |
16,917
-210
| -1% | -$18.9K | 0.23% | 55 |
|
|
2019
Q4 | $2.39M | Sell |
17,127
-501
| -3% | -$69.9K | 0.26% | 52 |
|
|
2019
Q3 | $2.08M | Buy |
17,628
+4,816
| +38% | +$567K | 0.26% | 52 |
|
|
2019
Q2 | $1.43M | Buy |
12,812
+5,688
| +80% | +$636K | 0.18% | 65 |
|
|
2019
Q1 | $721K | Buy |
7,124
+492
| +7% | +$49.8K | 0.25% | 33 |
|
|
2018
Q4 | $647K | Sell |
6,632
-43
| -0.6% | -$4.2K | 0.28% | 34 |
|
|
2018
Q3 | $758K | Buy |
6,675
+517
| +8% | +$58.7K | 0.34% | 29 |
|
|
2018
Q2 | $647K | Sell |
6,158
-65
| -1% | -$6.83K | 0.31% | 30 |
|
|
2018
Q1 | $671K | Buy |
6,223
+430
| +7% | +$46.4K | 0.38% | 28 |
|
|
2017
Q4 | $629K | Sell |
5,793
-1,482
| -20% | -$161K | 0.34% | 30 |
|
|
2017
Q3 | $701K | Sell |
7,275
-124
| -2% | -$11.9K | 0.41% | 30 |
|
|
2017
Q2 | $690K | Buy |
7,399
+11
| +0.1% | +$1.03K | 0.42% | 30 |
|
|
2017
Q1 | $637K | Sell |
7,388
-202
| -3% | -$17.4K | 0.39% | 32 |
|
|
2016
Q4 | $661K | Sell |
7,590
-174
| -2% | -$15.2K | 0.42% | 29 |
|
|
2016
Q3 | $517K | Buy |
+7,764
| New | +$517K | 0.37% | 32 |
|