EWM
Edge Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Sell |
88,812
-1,423
| -2% | -$413K | 4.96% | 6 |
|
|
2025
Q1 | $22.1M | Buy |
90,235
+853
| +1% | +$209K | 4.49% | 7 |
|
|
2024
Q4 | $21.4M | Sell |
89,382
-1,239
| -1% | -$297K | 4.34% | 7 |
|
|
2024
Q3 | $19.1M | Sell |
90,621
-177
| -0.2% | -$37.3K | 3.84% | 8 |
|
|
2024
Q2 | $18.4M | Sell |
90,798
-2,015
| -2% | -$408K | 3.87% | 7 |
|
|
2024
Q1 | $18.6M | Sell |
92,813
-1,657
| -2% | -$332K | 3.91% | 7 |
|
|
2023
Q4 | $16.1M | Sell |
94,470
-768
| -0.8% | -$131K | 3.51% | 7 |
|
|
2023
Q3 | $13.8M | Sell |
95,238
-1,112
| -1% | -$161K | 3.23% | 8 |
|
|
2023
Q2 | $14M | Buy |
96,350
+2,141
| +2% | +$311K | 3.06% | 10 |
|
|
2023
Q1 | $12.3M | Buy |
94,209
+8,088
| +9% | +$1.05M | 2.81% | 11 |
|
|
2022
Q4 | $11.5M | Sell |
86,121
-10,136
| -11% | -$1.35M | 2.67% | 16 |
|
|
2022
Q3 | $10.2M | Buy |
96,257
+212
| +0.2% | +$22.4K | 2.25% | 18 |
|
|
2022
Q2 | $10.8M | Buy |
96,045
+1,296
| +1% | +$146K | 2.34% | 16 |
|
|
2022
Q1 | $12.9M | Buy |
94,749
+2,745
| +3% | +$374K | 2.54% | 13 |
|
|
2021
Q4 | $14.6M | Buy |
92,004
+1,042
| +1% | +$165K | 2.67% | 13 |
|
|
2021
Q3 | $14.9M | Buy |
90,962
+3,544
| +4% | +$580K | 2.9% | 8 |
|
|
2021
Q2 | $13.6M | Buy |
87,418
+95
| +0.1% | +$14.8K | 2.76% | 9 |
|
|
2021
Q1 | $13.3M | Sell |
87,323
-3,074
| -3% | -$468K | 2.83% | 9 |
|
|
2020
Q4 | $11.5M | Sell |
90,397
-15,085
| -14% | -$1.91M | 2.6% | 10 |
|
|
2020
Q3 | $10.2M | Sell |
105,482
-10,459
| -9% | -$1.01M | 2.34% | 9 |
|
|
2020
Q2 | $10.9M | Sell |
115,941
-4,914
| -4% | -$462K | 2.07% | 13 |
|
|
2020
Q1 | $11M | Buy |
120,855
+20,851
| +21% | +$1.9M | 2.39% | 11 |
|
|
2019
Q4 | $13.9M | Buy |
100,004
+1,099
| +1% | +$153K | 2.78% | 9 |
|
|
2019
Q3 | $11.6M | Sell |
98,905
-3,692
| -4% | -$435K | 2.68% | 10 |
|
|
2019
Q2 | $11.5M | Sell |
102,597
-4,382
| -4% | -$490K | 2.54% | 13 |
|
|
2019
Q1 | $10.5M | Sell |
106,979
-722
| -0.7% | -$71.1K | 2.6% | 13 |
|
|
2018
Q4 | $10.5M | Buy |
107,701
+26,020
| +32% | +$2.54M | 2.96% | 14 |
|
|
2018
Q3 | $9.22M | Sell |
81,681
-639
| -0.8% | -$72.1K | 2.21% | 17 |
|
|
2018
Q2 | $8.56M | Sell |
82,320
-2,461
| -3% | -$256K | 2.18% | 17 |
|
|
2018
Q1 | $9.32M | Sell |
84,781
-1,971
| -2% | -$217K | 2.47% | 14 |
|
|
2017
Q4 | $9.33M | Sell |
86,752
-6,186
| -7% | -$665K | 2.64% | 13 |
|
|
2017
Q3 | $8.86M | Sell |
92,938
-8,836
| -9% | -$843K | 2.68% | 15 |
|
|
2017
Q2 | $9.51M | Sell |
101,774
-4,731
| -4% | -$442K | 2.99% | 10 |
|
|
2017
Q1 | $9.3M | Buy |
106,505
+7,306
| +7% | +$638K | 3.23% | 10 |
|
|
2016
Q4 | $8.46M | Sell |
99,199
-1,988
| -2% | -$170K | 3.21% | 7 |
|
|
2016
Q3 | $6.64M | Buy |
101,187
+1,382
| +1% | +$90.7K | 2.82% | 9 |
|
|
2016
Q2 | $6.19M | Buy |
99,805
+6,276
| +7% | +$389K | 2.58% | 14 |
|
|
2016
Q1 | $5.54M | Buy |
93,529
+2,421
| +3% | +$143K | 2.51% | 13 |
|
|
2015
Q4 | $6.05M | Sell |
91,108
-9,712
| -10% | -$645K | 2.28% | 13 |
|
|
2015
Q3 | $6.07M | Sell |
100,820
-14,453
| -13% | -$870K | 2.29% | 16 |
|
|
2015
Q2 | $7.81M | Sell |
115,273
-2,013
| -2% | -$136K | 2.67% | 12 |
|
|
2015
Q1 | $7.14M | Buy |
117,286
+78,160
| +200% | +$4.76M | 2.4% | 14 |
|
|
2014
Q4 | $2.46M | Sell |
39,126
-3,500
| -8% | -$220K | 0.9% | 29 |
|
|
2014
Q3 | $2.57M | Buy |
42,626
+9,779
| +30% | +$590K | 0.99% | 27 |
|
|
2014
Q2 | $1.89M | Buy |
32,847
+16,485
| +101% | +$950K | 0.79% | 26 |
|
|
2014
Q1 | $993K | Sell |
16,362
-94
| -0.6% | -$5.71K | 0.42% | 39 |
|
|
2013
Q4 | $962K | Hold |
16,456
| – | – | 0.44% | 40 |
|
|
2013
Q3 | $851K | Hold |
16,456
| – | – | 0.52% | 37 |
|
|
2013
Q2 | $870K | Buy |
+16,456
| New | +$870K | 0.58% | 32 |
|