FWP
Firethorn Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Sell |
3,348
-44
| -1% | -$12.8K | 0.42% | 52 |
|
|
2025
Q1 | $832K | Buy |
3,392
+626
| +23% | +$154K | 0.4% | 53 |
|
|
2024
Q4 | $663K | Buy |
2,766
+31
| +1% | +$7.43K | 0.33% | 63 |
|
|
2024
Q3 | $577K | Sell |
2,735
-78
| -3% | -$16.4K | 0.29% | 77 |
|
|
2024
Q2 | $569K | Sell |
2,813
-25
| -0.9% | -$5.06K | 0.32% | 71 |
|
|
2024
Q1 | $568K | Buy |
2,838
+13
| +0.5% | +$2.6K | 0.33% | 65 |
|
|
2023
Q4 | $480K | Buy |
2,825
+132
| +5% | +$22.5K | 0.32% | 68 |
|
|
2023
Q3 | $391K | Sell |
2,693
-6
| -0.2% | -$870 | 0.3% | 70 |
|
|
2023
Q2 | $393K | Buy |
2,699
+10
| +0.4% | +$1.46K | 0.29% | 65 |
|
|
2023
Q1 | $380K | Buy |
2,689
+11
| +0.4% | +$1.55K | 0.3% | 65 |
|
|
2022
Q4 | $359K | Buy |
2,678
+6
| +0.2% | +$804 | 0.3% | 74 |
|
|
2022
Q3 | $279K | Sell |
2,672
-163
| -6% | -$17K | 0.26% | 87 |
|
|
2022
Q2 | $324K | Sell |
2,835
-834
| -23% | -$95.3K | 0.26% | 81 |
|
|
2022
Q1 | $500K | Buy |
3,669
+949
| +35% | +$129K | 0.38% | 64 |
|
|
2021
Q4 | $431K | Buy |
+2,720
| New | +$431K | 0.32% | 72 |
|
|
2021
Q2 | $298K | Buy |
1,918
+7
| +0.4% | +$1.09K | 0.25% | 90 |
|
|
2021
Q1 | $291K | Buy |
1,911
+8
| +0.4% | +$1.22K | 0.27% | 89 |
|
|
2020
Q4 | $242K | Buy |
+1,903
| New | +$242K | 0.26% | 85 |
|