CWP
Corepath Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
919
| – | – | 0.23% | 29 |
|
|
2025
Q1 | $216K | Sell |
919
-15
| -2% | -$3.53K | 0.21% | 30 |
|
|
2024
Q4 | $231K | Sell |
934
-143
| -13% | -$35.4K | 0.23% | 27 |
|
|
2024
Q3 | $238K | Buy |
1,077
+95
| +10% | +$21K | 0.23% | 26 |
|
|
2024
Q2 | $201K | Buy |
+982
| New | +$201K | 0.21% | 25 |
|