DWM
Defined Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
8,665
-17
| -0.2% | -$4.93K | 1.55% | 20 |
|
|
2025
Q1 | $2.13M | Sell |
8,682
-271
| -3% | -$66.5K | 1.43% | 22 |
|
|
2024
Q4 | $2.15M | Buy |
8,953
+60
| +0.7% | +$14.4K | 1.42% | 23 |
|
|
2024
Q3 | $1.88M | Buy |
8,893
+73
| +0.8% | +$15.4K | 1.22% | 26 |
|
|
2024
Q2 | $1.78M | Buy |
8,820
+64
| +0.7% | +$12.9K | 1.24% | 25 |
|
|
2024
Q1 | $1.75M | Buy |
8,756
+7
| +0.1% | +$1.4K | 1.26% | 24 |
|
|
2023
Q4 | $1.49M | Buy |
8,749
+43
| +0.5% | +$7.31K | 1.14% | 25 |
|
|
2023
Q3 | $1.26M | Sell |
8,706
-27
| -0.3% | -$3.92K | 1.08% | 27 |
|
|
2023
Q2 | $1.27M | Buy |
8,733
+147
| +2% | +$21.4K | 1.07% | 26 |
|
|
2023
Q1 | $1.12M | Hold |
8,586
| – | – | 1.04% | 27 |
|
|
2022
Q4 | $1.15M | Hold |
8,586
| – | – | 1.08% | 25 |
|
|
2022
Q3 | $897K | Hold |
8,586
| – | – | 0.98% | 28 |
|
|
2022
Q2 | $967K | Hold |
8,586
| – | – | 0.99% | 26 |
|
|
2022
Q1 | $1.17M | Hold |
8,586
| – | – | 1.03% | 24 |
|
|
2021
Q4 | $1.36M | Hold |
8,586
| – | – | 1.11% | 23 |
|
|
2021
Q3 | $1.41M | Buy |
8,586
+47
| +0.6% | +$7.69K | 1.25% | 21 |
|
|
2021
Q2 | $1.33M | Buy |
8,539
+20
| +0.2% | +$3.11K | 1.18% | 22 |
|
|
2021
Q1 | $1.3M | Hold |
8,519
| – | – | 1.23% | 22 |
|
|
2020
Q4 | $1.08M | Buy |
+8,519
| New | +$1.08M | 1.07% | 24 |
|