CWG
Cornerstone Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
61,564
+1,205
| +2% | +$349K | 1.34% | 16 |
|
|
2025
Q1 | $14.8M | Sell |
60,359
-1,833
| -3% | -$450K | 1.23% | 15 |
|
|
2024
Q4 | $14.9M | Buy |
62,192
+1,748
| +3% | +$419K | 1.22% | 14 |
|
|
2024
Q3 | $12.7M | Buy |
60,444
+798
| +1% | +$168K | 1.05% | 21 |
|
|
2024
Q2 | $12.1M | Buy |
59,646
+376
| +0.6% | +$76.1K | 1.07% | 20 |
|
|
2024
Q1 | $11.9M | Buy |
59,270
+14,003
| +31% | +$2.8M | 1.09% | 23 |
|
|
2023
Q4 | $7.7M | Buy |
45,267
+1,184
| +3% | +$201K | 1.1% | 21 |
|
|
2023
Q3 | $6.39M | Sell |
44,083
-1,800
| -4% | -$261K | 1.13% | 19 |
|
|
2023
Q2 | $6.67M | Sell |
45,883
-46
| -0.1% | -$6.69K | 1.21% | 20 |
|
|
2023
Q1 | $5.98M | Sell |
45,929
-1,320
| -3% | -$172K | 1.06% | 22 |
|
|
2022
Q4 | $6.34M | Buy |
47,249
+1,935
| +4% | +$259K | 1.2% | 23 |
|
|
2022
Q3 | $4.74M | Buy |
45,314
+3,414
| +8% | +$357K | 1.05% | 32 |
|
|
2022
Q2 | $4.72M | Buy |
41,900
+4,575
| +12% | +$515K | 0.99% | 35 |
|
|
2022
Q1 | $5.09M | Sell |
37,325
-25,110
| -40% | -$3.42M | 0.93% | 28 |
|
|
2021
Q4 | $9.89M | Buy |
62,435
+29,852
| +92% | +$4.73M | 1.69% | 15 |
|
|
2021
Q3 | $5.33M | Buy |
32,583
+1,950
| +6% | +$319K | 0.94% | 23 |
|
|
2021
Q2 | $4.5M | Buy |
30,633
+900
| +3% | +$132K | 0.92% | 25 |
|
|
2021
Q1 | $4.48M | Buy |
29,733
+5,119
| +21% | +$771K | 0.91% | 27 |
|
|
2020
Q4 | $3.13M | Buy |
24,614
+21,919
| +813% | +$2.79M | 0.77% | 33 |
|
|
2020
Q3 | $259K | Sell |
2,695
-1,857
| -41% | -$178K | 0.07% | 114 |
|
|
2020
Q2 | $428K | Sell |
4,552
-31,853
| -87% | -$2.99M | 0.11% | 94 |
|
|
2020
Q1 | $3.28M | Buy |
36,405
+1,511
| +4% | +$136K | 1.16% | 26 |
|
|
2019
Q4 | $4.86M | Sell |
34,894
-1,162
| -3% | -$162K | 1.31% | 14 |
|
|
2019
Q3 | $4.24M | Buy |
36,056
+13,799
| +62% | +$1.62M | 1.06% | 25 |
|
|
2019
Q2 | $2.49M | Buy |
22,257
+14,136
| +174% | +$1.58M | 0.67% | 40 |
|
|
2019
Q1 | $822K | Buy |
+8,121
| New | +$822K | 0.21% | 99 |
|