CWM
Cornerstone Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
22,612
-59
| -0.3% | -$17.1K | 0.4% | 61 |
|
|
2025
Q1 | $5.56M | Buy |
22,671
+435
| +2% | +$107K | 0.38% | 65 |
|
|
2024
Q4 | $5.33M | Buy |
22,236
+864
| +4% | +$207K | 0.36% | 69 |
|
|
2024
Q3 | $4.51M | Sell |
21,372
-500
| -2% | -$105K | 0.32% | 80 |
|
|
2024
Q2 | $4.42M | Sell |
21,872
-2,352
| -10% | -$476K | 0.34% | 73 |
|
|
2024
Q1 | $4.85M | Sell |
24,224
-567
| -2% | -$114K | 0.39% | 63 |
|
|
2023
Q4 | $4.22M | Sell |
24,791
-2,256
| -8% | -$384K | 0.36% | 65 |
|
|
2023
Q3 | $3.92M | Buy |
27,047
+2,188
| +9% | +$317K | 0.37% | 62 |
|
|
2023
Q2 | $3.62M | Buy |
24,859
+3,075
| +14% | +$447K | 0.32% | 64 |
|
|
2023
Q1 | $2.84M | Buy |
+21,784
| New | +$2.84M | 0.28% | 84 |
|
|
2022
Q3 | $2.02M | Sell |
19,373
-540
| -3% | -$56.4K | 0.23% | 96 |
|
|
2022
Q2 | $2.24M | Buy |
19,913
+3,990
| +25% | +$449K | 0.25% | 82 |
|
|
2022
Q1 | $2.17M | Sell |
15,923
-124
| -0.8% | -$16.9K | 0.21% | 97 |
|
|
2021
Q4 | $2.55M | Buy |
16,047
+940
| +6% | +$149K | 0.24% | 93 |
|
|
2021
Q3 | $2.47M | Buy |
15,107
+262
| +2% | +$42.9K | 0.26% | 89 |
|
|
2021
Q2 | $2.31M | Buy |
14,845
+15
| +0.1% | +$2.33K | 0.24% | 92 |
|
|
2021
Q1 | $2.26M | Sell |
14,830
-181
| -1% | -$27.6K | 0.27% | 81 |
|
|
2020
Q4 | $1.91M | Buy |
15,011
+1,035
| +7% | +$132K | 0.24% | 89 |
|
|
2020
Q3 | $1.35M | Sell |
13,976
-2,260
| -14% | -$217K | 0.2% | 99 |
|
|
2020
Q2 | $1.53M | Buy |
16,236
+2,602
| +19% | +$245K | 0.25% | 79 |
|
|
2020
Q1 | $1.23M | Buy |
13,634
+535
| +4% | +$48.1K | 0.24% | 85 |
|
|
2019
Q4 | $1.83M | Sell |
13,099
-407
| -3% | -$56.7K | 0.3% | 67 |
|
|
2019
Q3 | $1.59M | Sell |
13,506
-2,269
| -14% | -$267K | 0.28% | 71 |
|
|
2019
Q2 | $1.77M | Sell |
15,775
-4,066
| -20% | -$455K | 0.32% | 60 |
|
|
2019
Q1 | $3.07M | Buy |
19,841
+4,398
| +28% | +$681K | 0.37% | 62 |
|
|
2018
Q4 | $1.51M | Sell |
15,443
-1,354,046
| -99% | -$133M | 0.32% | 67 |
|
|
2018
Q3 | $14.2M | Sell |
1,369,489
-610,432
| -31% | -$6.33M | 0.18% | 129 |
|
|
2018
Q2 | $18.8M | Buy |
1,979,921
+1,961,806
| +10,830% | +$18.7M | 0.21% | 111 |
|
|
2018
Q1 | $1.95M | Sell |
18,115
-355
| -2% | -$38.3K | 0.37% | 52 |
|
|
2017
Q4 | $2M | Buy |
18,470
+4,266
| +30% | +$463K | 0.38% | 50 |
|
|
2017
Q3 | $1.38M | Buy |
14,204
+900
| +7% | +$87.2K | 0.29% | 75 |
|
|
2017
Q2 | $1.24M | Buy |
13,304
+1,236
| +10% | +$115K | 0.28% | 81 |
|
|
2017
Q1 | $1.04M | Buy |
12,068
+950
| +9% | +$81.9K | 0.26% | 87 |
|
|
2016
Q4 | $969K | Sell |
11,118
-266
| -2% | -$23.2K | 0.31% | 64 |
|
|
2016
Q3 | $758K | Buy |
+11,384
| New | +$758K | 0.28% | 68 |
|