FWM
FFT Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,343
| Closed | -$562K | – | 146 |
|
|
2024
Q4 | $562K | Sell |
2,343
-115
| -5% | -$27.6K | 0.04% | 87 |
|
|
2024
Q3 | $518K | Buy |
2,458
+1,132
| +85% | +$239K | 0.04% | 85 |
|
|
2024
Q2 | $268K | Sell |
1,326
-164
| -11% | -$33.2K | 0.02% | 131 |
|
|
2024
Q1 | $298K | Buy |
1,490
+57
| +4% | +$11.4K | 0.03% | 121 |
|
|
2023
Q4 | $244K | Buy |
+1,433
| New | +$244K | 0.02% | 115 |
|
|
2022
Q1 | – | Sell |
-2,931
| Closed | -$464K | – | 62 |
|
|
2021
Q4 | $464K | Sell |
2,931
-865
| -23% | -$137K | 0.04% | 41 |
|
|
2021
Q3 | $621K | Buy |
3,796
+351
| +10% | +$57.4K | 0.06% | 46 |
|
|
2021
Q2 | $536K | Buy |
+3,445
| New | +$536K | 0.12% | 22 |
|
|
2017
Q3 | – | Sell |
-2,386
| Closed | -$218K | – | 57 |
|
|
2017
Q2 | $218K | Hold |
2,386
| – | – | 0.07% | 80 |
|
|
2017
Q1 | $210K | Buy |
+2,386
| New | +$210K | 0.07% | 81 |
|