DWM
Drive Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,309
+175
| +2% | +$50.7K | 0.59% | 34 |
|
|
2025
Q1 | $2.24M | Sell |
9,134
-202
| -2% | -$49.6K | 0.53% | 39 |
|
|
2024
Q4 | $2.24M | Sell |
9,336
-349
| -4% | -$83.7K | 0.55% | 33 |
|
|
2024
Q3 | $2.04M | Sell |
9,685
-186
| -2% | -$39.2K | 0.53% | 32 |
|
|
2024
Q2 | $2M | Buy |
9,871
+6
| +0.1% | +$1.21K | 0.54% | 32 |
|
|
2024
Q1 | $1.98M | Sell |
9,865
-859
| -8% | -$172K | 0.55% | 30 |
|
|
2023
Q4 | $1.82M | Sell |
10,724
-1,073
| -9% | -$183K | 0.59% | 31 |
|
|
2023
Q3 | $1.71M | Sell |
11,797
-1,015
| -8% | -$147K | 0.62% | 34 |
|
|
2023
Q2 | $1.86M | Sell |
12,812
-366
| -3% | -$53.2K | 0.69% | 28 |
|
|
2023
Q1 | $1.72M | Buy |
13,178
+97
| +0.7% | +$12.6K | 0.72% | 33 |
|
|
2022
Q4 | $1.75M | Buy |
13,081
+2,015
| +18% | +$270K | 0.88% | 21 |
|
|
2022
Q3 | $1.16M | Buy |
11,066
+1,621
| +17% | +$169K | 1.1% | 18 |
|
|
2022
Q2 | $1.06M | Buy |
9,445
+1,298
| +16% | +$146K | 0.97% | 23 |
|
|
2022
Q1 | $1.11M | Buy |
8,147
+3,405
| +72% | +$464K | 0.94% | 24 |
|
|
2021
Q4 | $751K | Buy |
+4,742
| New | +$751K | 0.66% | 35 |
|