CWM
Curi Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-91,296
| Closed | -$15.5M | – | 75 |
|
|
2023
Q4 | $15.5M | Sell |
91,296
-9,364
| -9% | -$1.59M | 2.15% | 11 |
|
|
2023
Q3 | $14.6M | Sell |
100,660
-6,151
| -6% | -$892K | 2.24% | 10 |
|
|
2023
Q2 | $15.5M | Sell |
106,811
-5,486
| -5% | -$798K | 2.1% | 11 |
|
|
2023
Q1 | $14.6M | Sell |
112,297
-17,522
| -13% | -$2.28M | 2.1% | 10 |
|
|
2022
Q4 | $17.4M | Sell |
129,819
-1,154
| -0.9% | -$155K | 2.44% | 10 |
|
|
2022
Q3 | $13.7M | Buy |
130,973
+16,605
| +15% | +$1.74M | 2.27% | 12 |
|
|
2022
Q2 | $12.9M | Buy |
114,368
+2,012
| +2% | +$227K | 2.48% | 12 |
|
|
2022
Q1 | $15.3M | Sell |
112,356
-17,065
| -13% | -$2.33M | 2.65% | 7 |
|
|
2021
Q4 | $20.5M | Buy |
129,421
+127,568
| +6,884% | +$20.2M | 3.54% | 4 |
|
|
2021
Q3 | $303K | Buy |
1,853
+17
| +0.9% | +$2.78K | 0.14% | 64 |
|
|
2021
Q2 | $285K | Buy |
1,836
+1
| +0.1% | +$155 | 0.14% | 73 |
|
|
2021
Q1 | $279K | Buy |
1,835
+304
| +20% | +$46.2K | 0.18% | 69 |
|
|
2020
Q4 | $194K | Buy |
+1,531
| New | +$194K | 0.14% | 83 |
|