CWP
Core Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
10,223
+1,596
| +19% | +$463K | 1.5% | 13 |
|
|
2025
Q1 | $2.12M | Buy |
8,627
+268
| +3% | +$65.7K | 1.23% | 19 |
|
|
2024
Q4 | $2M | Buy |
8,359
+540
| +7% | +$129K | 1.15% | 20 |
|
|
2024
Q3 | $1.65M | Buy |
7,819
+1,105
| +16% | +$233K | 1% | 23 |
|
|
2024
Q2 | $1.36M | Buy |
6,714
+608
| +10% | +$123K | 0.93% | 23 |
|
|
2024
Q1 | $1.22M | Buy |
6,106
+299
| +5% | +$59.9K | 0.92% | 22 |
|
|
2023
Q4 | $988K | Buy |
5,807
+115
| +2% | +$19.6K | 0.81% | 25 |
|
|
2023
Q3 | $825K | Sell |
5,692
-1,444
| -20% | -$209K | 0.75% | 29 |
|
|
2023
Q2 | $1.04M | Buy |
7,136
+124
| +2% | +$18K | 0.96% | 26 |
|
|
2023
Q1 | $914K | Sell |
7,012
-185
| -3% | -$24.1K | 0.92% | 26 |
|
|
2022
Q4 | $936K | Buy |
+7,197
| New | +$936K | 1.05% | 27 |
|