CWP
Cyndeo Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4M | Buy |
98,006
+12,381
| +14% | +$3.59M | 1.68% | 6 |
|
|
2025
Q1 | $21M | Buy |
85,625
+14,705
| +21% | +$3.61M | 1.38% | 10 |
|
|
2024
Q4 | $17M | Buy |
70,920
+1,758
| +3% | +$421K | 1.15% | 15 |
|
|
2024
Q3 | $14.6M | Sell |
69,162
-1,003
| -1% | -$211K | 1.02% | 24 |
|
|
2024
Q2 | $14.2M | Buy |
70,165
+3,827
| +6% | +$774K | 1.11% | 17 |
|
|
2024
Q1 | $13.3M | Sell |
66,338
-602
| -0.9% | -$121K | 1.11% | 15 |
|
|
2023
Q4 | $11.4M | Sell |
66,940
-4,609
| -6% | -$784K | 1.05% | 19 |
|
|
2023
Q3 | $10.4M | Buy |
71,549
+20,979
| +41% | +$3.04M | 1.08% | 20 |
|
|
2023
Q2 | $7.35M | Buy |
50,570
+1,581
| +3% | +$230K | 0.77% | 35 |
|
|
2023
Q1 | $6.38M | Sell |
48,989
-3,539
| -7% | -$461K | 0.69% | 41 |
|
|
2022
Q4 | $7.04M | Buy |
+52,528
| New | +$7.04M | 0.83% | 29 |
|