CWP
Curated Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
4,549
| – | – | 0.15% | 39 |
|
|
2025
Q1 | $1.12M | Buy |
4,549
+365
| +9% | +$89.5K | 0.14% | 48 |
|
|
2024
Q4 | $1M | Sell |
4,184
-97
| -2% | -$23.3K | 0.11% | 50 |
|
|
2024
Q3 | $903K | Buy |
4,281
+97
| +2% | +$20.5K | 0.12% | 53 |
|
|
2024
Q2 | $846K | Buy |
+4,184
| New | +$846K | 0.12% | 50 |
|
|
2024
Q1 | – | Sell |
-4,475
| Closed | -$761K | – | 77 |
|
|
2023
Q4 | $761K | Sell |
4,475
-1
| -0% | -$170 | 0.12% | 61 |
|
|
2023
Q3 | $649K | Sell |
4,476
-23
| -0.5% | -$3.34K | 0.12% | 61 |
|
|
2023
Q2 | $654K | Sell |
4,499
-14
| -0.3% | -$2.04K | 0.13% | 58 |
|
|
2023
Q1 | $588K | Sell |
4,513
-54
| -1% | -$7.04K | 0.13% | 59 |
|
|
2022
Q4 | $612K | Buy |
4,567
+121
| +3% | +$16.2K | 0.15% | 53 |
|
|
2022
Q3 | $465K | Sell |
4,446
-17
| -0.4% | -$1.78K | 0.14% | 63 |
|
|
2022
Q2 | $502K | Buy |
4,463
+479
| +12% | +$53.9K | 0.15% | 62 |
|
|
2022
Q1 | $630K | Hold |
3,984
| – | – | 0.21% | 64 |
|
|
2021
Q4 | $630K | Sell |
3,984
-3
| -0.1% | -$474 | 0.2% | 66 |
|
|
2021
Q3 | $653K | Hold |
3,987
| – | – | 0.36% | 51 |
|
|
2021
Q2 | $620K | Sell |
3,987
-726
| -15% | -$113K | 0.34% | 54 |
|
|
2021
Q1 | $722K | Sell |
4,713
-827
| -15% | -$127K | 0.44% | 40 |
|
|
2020
Q4 | $704K | Buy |
+5,540
| New | +$704K | 0.46% | 37 |
|