CWS Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,595
-266
| -5% | -$77.1K | 0.39% | 38 |
|
|
2025
Q1 | $1.19M | Buy |
4,861
+315
| +7% | +$77.3K | 0.38% | 38 |
|
|
2024
Q4 | $1.09M | Buy |
4,546
+1
| +0% | +$240 | 0.35% | 34 |
|
|
2024
Q3 | $958K | Buy |
4,545
+1
| +0% | +$211 | 0.34% | 33 |
|
|
2024
Q2 | $919K | Sell |
4,544
-17
| -0.4% | -$3.44K | 0.36% | 30 |
|
|
2024
Q1 | $914K | Sell |
4,561
-1,659
| -27% | -$332K | 0.37% | 27 |
|
|
2023
Q4 | $1.06M | Sell |
6,220
-364
| -6% | -$61.9K | 0.4% | 36 |
|
|
2023
Q3 | $955K | Buy |
6,584
+2
| +0% | +$290 | 0.38% | 42 |
|
|
2023
Q2 | $957K | Buy |
6,582
+110
| +2% | +$16K | 0.36% | 44 |
|
|
2023
Q1 | $843K | Buy |
6,472
+341
| +6% | +$44.4K | 0.34% | 46 |
|
|
2022
Q4 | $933K | Sell |
6,131
-422
| -6% | -$64.2K | 0.4% | 39 |
|
|
2022
Q3 | $685K | Sell |
6,553
-800
| -11% | -$83.6K | 0.33% | 54 |
|
|
2022
Q2 | $828K | Buy |
7,353
+482
| +7% | +$54.3K | 0.38% | 41 |
|
|
2022
Q1 | $937K | Buy |
6,871
+166
| +2% | +$22.6K | 0.35% | 44 |
|
|
2021
Q4 | $1.06M | Buy |
+6,705
| New | +$1.06M | 0.37% | 41 |
|
|
2021
Q2 | $970K | Buy |
6,237
+106
| +2% | +$16.5K | 0.39% | 38 |
|
|
2021
Q1 | $933K | Buy |
6,131
+3
| +0% | +$457 | 0.4% | 39 |
|
|
2020
Q4 | $779K | Buy |
6,128
+2
| +0% | +$254 | 0.45% | 46 |
|
|
2020
Q3 | $590K | Sell |
6,126
-2
| -0% | -$193 | 0.39% | 55 |
|
|
2020
Q2 | $576K | Buy |
6,128
+1,160
| +23% | +$109K | 0.42% | 52 |
|
|
2020
Q1 | $693K | Hold |
4,968
| – | – | 0.51% | 29 |
|
|
2019
Q4 | $693K | Buy |
+4,968
| New | +$693K | 0.51% | 29 |
|