CW
Connectus Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $93.7M | Sell |
467,796
-88,837
| -16% | -$17.8M | 2.56% | 9 |
|
|
2023
Q4 | $94.7M | Sell |
556,633
-8,067
| -1% | -$1.37M | 1.94% | 9 |
|
|
2023
Q3 | $81.9M | Buy |
564,700
+295
| +0.1% | +$42.8K | 1.82% | 12 |
|
|
2023
Q2 | $82.1M | Buy |
564,405
+47,255
| +9% | +$6.87M | 1.89% | 10 |
|
|
2023
Q1 | $67.4M | Buy |
517,150
+3,836
| +0.7% | +$500K | 1.66% | 11 |
|
|
2022
Q4 | $68.8M | Sell |
513,314
-15,437
| -3% | -$2.07M | 1.63% | 10 |
|
|
2022
Q3 | $55.3M | Sell |
528,751
-9,144
| -2% | -$956K | 1.15% | 13 |
|
|
2022
Q2 | $60.6M | Buy |
537,895
+494,628
| +1,143% | +$55.7M | 1.38% | 13 |
|
|
2022
Q1 | $6.86M | Sell |
43,267
-4,834
| -10% | -$766K | 0.22% | 92 |
|
|
2021
Q4 | $7.62M | Buy |
+48,101
| New | +$7.62M | 0.3% | 62 |
|