CWM
Cranbrook Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
11,246
+73
| +0.7% | +$21.2K | 0.7% | 36 |
|
|
2025
Q1 | $2.74M | Sell |
11,173
-223
| -2% | -$54.7K | 0.64% | 37 |
|
|
2024
Q4 | $2.73M | Buy |
11,396
+186
| +2% | +$44.6K | 0.63% | 37 |
|
|
2024
Q3 | $2.36M | Buy |
11,210
+2,365
| +27% | +$499K | 0.54% | 39 |
|
|
2024
Q2 | $1.79M | Buy |
8,845
+4,735
| +115% | +$958K | 0.44% | 41 |
|
|
2024
Q1 | $823K | Hold |
4,110
| – | – | 0.21% | 51 |
|
|
2023
Q4 | $699K | Buy |
4,110
+95
| +2% | +$16.2K | 0.19% | 50 |
|
|
2023
Q3 | $582K | Hold |
4,015
| – | – | 0.17% | 60 |
|
|
2023
Q2 | $584K | Hold |
4,015
| – | – | 0.16% | 61 |
|
|
2023
Q1 | $523K | Buy |
4,015
+1,180
| +42% | +$154K | 0.15% | 63 |
|
|
2022
Q4 | $380K | Sell |
2,835
-40
| -1% | -$5.36K | 0.1% | 74 |
|
|
2022
Q3 | $300K | Hold |
2,875
| – | – | 0.08% | 88 |
|
|
2022
Q2 | $324K | Sell |
2,875
-675
| -19% | -$76.1K | 0.08% | 85 |
|
|
2022
Q1 | $484K | Sell |
3,550
-70
| -2% | -$9.54K | 0.11% | 78 |
|
|
2021
Q4 | $573K | Hold |
3,620
| – | – | 0.12% | 73 |
|
|
2021
Q3 | $593K | Buy |
3,620
+70
| +2% | +$11.5K | 0.13% | 68 |
|
|
2021
Q2 | $552K | Sell |
3,550
-37
| -1% | -$5.75K | 0.13% | 68 |
|
|
2021
Q1 | $546K | Buy |
3,587
+639
| +22% | +$97.3K | 0.13% | 67 |
|
|
2020
Q4 | $375K | Buy |
2,948
+109
| +4% | +$13.9K | 0.1% | 77 |
|
|
2020
Q3 | $273K | Hold |
2,839
| – | – | 0.08% | 80 |
|
|
2020
Q2 | $267K | Hold |
2,839
| – | – | 0.08% | 79 |
|
|
2020
Q1 | $256K | Hold |
2,839
| – | – | 0.09% | 73 |
|
|
2019
Q4 | $396K | Hold |
2,839
| – | – | 0.11% | 68 |
|
|
2019
Q3 | $334K | Buy |
2,839
+45
| +2% | +$5.29K | 0.1% | 72 |
|
|
2019
Q2 | $312K | Hold |
2,794
| – | – | 0.09% | 72 |
|
|
2019
Q1 | $283K | Hold |
2,794
| – | – | 0.09% | 70 |
|
|
2018
Q4 | $273K | Hold |
2,794
| – | – | 0.1% | 67 |
|
|
2018
Q3 | $315K | Hold |
2,794
| – | – | 0.11% | 58 |
|
|
2018
Q2 | $291K | Sell |
2,794
-361
| -11% | -$37.6K | 0.11% | 58 |
|
|
2018
Q1 | $347K | Hold |
3,155
| – | – | 0.14% | 56 |
|
|
2017
Q4 | $337K | Hold |
3,155
| – | – | 0.13% | 57 |
|
|
2017
Q3 | $301K | Hold |
3,155
| – | – | 0.12% | 57 |
|
|
2017
Q2 | $288K | Hold |
3,155
| – | – | 0.13% | 57 |
|
|
2017
Q1 | $277K | Sell |
3,155
-600
| -16% | -$52.7K | 0.13% | 53 |
|
|
2016
Q4 | $324K | Buy |
3,755
+600
| +19% | +$51.8K | 0.16% | 51 |
|
|
2016
Q3 | $210K | Hold |
3,155
| – | – | 0.11% | 54 |
|
|
2016
Q2 | $196K | Hold |
3,155
| – | – | 0.1% | 54 |
|
|
2016
Q1 | $187K | Hold |
3,155
| – | – | 0.1% | 56 |
|
|
2015
Q4 | $208K | Hold |
3,155
| – | – | 0.12% | 50 |
|
|
2015
Q3 | $192K | Hold |
3,155
| – | – | 0.11% | 52 |
|
|
2015
Q2 | $214K | Sell |
3,155
-1,832
| -37% | -$124K | 0.12% | 51 |
|
|
2015
Q1 | $302K | Hold |
4,987
| – | – | 0.18% | 45 |
|
|
2014
Q4 | $312K | Buy |
+4,987
| New | +$312K | 0.19% | 44 |
|
|
2014
Q1 | – | Sell |
-14,880
| Closed | -$870K | – | 187 |
|
|
2013
Q4 | $870K | Buy |
+14,880
| New | +$870K | 0.6% | 28 |
|