EHWM
Eads & Heald Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
12,516
-801
| -6% | -$232K | 1.79% | 5 |
|
|
2025
Q1 | $3.27M | Sell |
13,317
-588
| -4% | -$144K | 1.66% | 6 |
|
|
2024
Q4 | $3.33M | Sell |
13,905
-628
| -4% | -$151K | 1.64% | 8 |
|
|
2024
Q3 | $3.06M | Sell |
14,533
-1,219
| -8% | -$257K | 1.45% | 11 |
|
|
2024
Q2 | $3.19M | Sell |
15,752
-990
| -6% | -$200K | 1.54% | 6 |
|
|
2024
Q1 | $3.35M | Sell |
16,742
-1,544
| -8% | -$309K | 1.56% | 6 |
|
|
2023
Q4 | $3.11M | Sell |
18,286
-373
| -2% | -$63.4K | 1.5% | 5 |
|
|
2023
Q3 | $2.71M | Sell |
18,659
-454
| -2% | -$65.8K | 1.42% | 10 |
|
|
2023
Q2 | $2.78M | Sell |
19,113
-706
| -4% | -$103K | 1.37% | 14 |
|
|
2023
Q1 | $2.58M | Sell |
19,819
-201
| -1% | -$26.2K | 1.28% | 21 |
|
|
2022
Q4 | $2.69M | Buy |
20,020
+239
| +1% | +$32.1K | 1.37% | 15 |
|
|
2022
Q3 | $2.07M | Buy |
19,781
+1,005
| +5% | +$105K | 1.17% | 29 |
|
|
2022
Q2 | $2.11M | Buy |
18,776
+825
| +5% | +$92.9K | 1.14% | 34 |
|
|
2022
Q1 | $2.45M | Sell |
17,951
-67
| -0.4% | -$9.13K | 1.13% | 30 |
|
|
2021
Q4 | $2.85M | Sell |
18,018
-64
| -0.4% | -$10.1K | 1.24% | 21 |
|
|
2021
Q3 | $2.96M | Buy |
18,082
+280
| +2% | +$45.8K | 1.43% | 8 |
|
|
2021
Q2 | $2.77M | Sell |
17,802
-312
| -2% | -$48.5K | 1.35% | 13 |
|
|
2021
Q1 | $2.76M | Sell |
18,114
-121
| -0.7% | -$18.4K | 1.42% | 9 |
|
|
2020
Q4 | $2.32M | Buy |
18,235
+244
| +1% | +$31K | 1.25% | 26 |
|
|
2020
Q3 | $1.73M | Sell |
17,991
-1,616
| -8% | -$156K | 1.04% | 42 |
|
|
2020
Q2 | $1.84M | Sell |
19,607
-158
| -0.8% | -$14.9K | 1.12% | 36 |
|
|
2020
Q1 | $1.78M | Sell |
19,765
-841
| -4% | -$75.7K | 1.26% | 27 |
|
|
2019
Q4 | $2.87M | Sell |
20,606
-598
| -3% | -$83.3K | 1.52% | 6 |
|
|
2019
Q3 | $2.5M | Sell |
21,204
-64
| -0.3% | -$7.53K | 1.39% | 13 |
|
|
2019
Q2 | $2.38M | Sell |
21,268
-468
| -2% | -$52.3K | 1.35% | 18 |
|
|
2019
Q1 | $2.2M | Buy |
21,736
+350
| +2% | +$35.4K | 1.27% | 24 |
|
|
2018
Q4 | $2.09M | Sell |
21,386
-363
| -2% | -$35.4K | 1.39% | 15 |
|
|
2018
Q3 | $2.45M | Sell |
21,749
-460
| -2% | -$51.9K | 1.41% | 12 |
|
|
2018
Q2 | $2.31M | Buy |
22,209
+90
| +0.4% | +$9.38K | 1.43% | 14 |
|
|
2018
Q1 | $2.43M | Sell |
22,119
-2,036
| -8% | -$224K | 1.54% | 4 |
|
|
2017
Q4 | $2.58M | Sell |
24,155
-351
| -1% | -$37.5K | 1.52% | 3 |
|
|
2017
Q3 | $2.34M | Sell |
24,506
-409
| -2% | -$39.1K | 1.45% | 8 |
|
|
2017
Q2 | $2.28M | Sell |
24,915
-799
| -3% | -$73K | 1.46% | 6 |
|
|
2017
Q1 | $2.26M | Sell |
25,714
-1,990
| -7% | -$175K | 1.46% | 6 |
|
|
2016
Q4 | $2.39M | Sell |
27,704
-2,139
| -7% | -$185K | 1.63% | 1 |
|
|
2016
Q3 | $1.99M | Sell |
29,843
-324
| -1% | -$21.6K | 1.37% | 11 |
|
|
2016
Q2 | $1.88M | Sell |
30,167
-616
| -2% | -$38.3K | 1.29% | 19 |
|
|
2016
Q1 | $1.82M | Sell |
30,783
-280
| -0.9% | -$16.6K | 1.26% | 22 |
|
|
2015
Q4 | $2.05M | Buy |
31,063
+115
| +0.4% | +$7.59K | 1.42% | 12 |
|
|
2015
Q3 | $1.89M | Sell |
30,948
-675
| -2% | -$41.2K | 1.35% | 16 |
|
|
2015
Q2 | $2.14M | Sell |
31,623
-1,310
| -4% | -$88.8K | 1.41% | 6 |
|
|
2015
Q1 | $2M | Sell |
32,933
-1,337
| -4% | -$81K | 1.28% | 24 |
|
|
2014
Q4 | $2.15M | Sell |
34,270
-5
| -0% | -$313 | 1.36% | 19 |
|
|
2014
Q3 | $2.07M | Sell |
34,275
-1,428
| -4% | -$86K | 1.4% | 11 |
|
|
2014
Q2 | $2.06M | Sell |
35,703
-2,851
| -7% | -$164K | 1.37% | 23 |
|
|
2014
Q1 | $2.34M | Buy |
38,554
+312
| +0.8% | +$18.9K | 1.54% | 6 |
|
|
2013
Q4 | $2.24M | Sell |
38,242
-2
| -0% | -$117 | 1.48% | 12 |
|
|
2013
Q3 | $1.98M | Sell |
38,244
-2,599
| -6% | -$134K | 1.41% | 18 |
|
|
2013
Q2 | $2.16M | Buy |
+40,843
| New | +$2.16M | 1.53% | 7 |
|