FWM
Focused Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
10,707
+296
| +3% | +$85.8K | 0.38% | 37 |
|
|
2025
Q1 | $2.55M | Buy |
10,411
+288
| +3% | +$70.6K | 0.35% | 38 |
|
|
2024
Q4 | $2.43M | Buy |
10,123
+45
| +0.4% | +$10.8K | 0.33% | 38 |
|
|
2024
Q3 | $2.12M | Buy |
10,078
+21
| +0.2% | +$4.43K | 0.28% | 42 |
|
|
2024
Q2 | $2.03M | Sell |
10,057
-77
| -0.8% | -$15.6K | 0.29% | 38 |
|
|
2024
Q1 | $2.03M | Buy |
10,134
+34
| +0.3% | +$6.81K | 0.31% | 42 |
|
|
2023
Q4 | $1.72M | Sell |
10,100
-70
| -0.7% | -$11.9K | 0.28% | 43 |
|
|
2023
Q3 | $1.47M | Buy |
10,170
+72
| +0.7% | +$10.4K | 0.26% | 44 |
|
|
2023
Q2 | $1.47M | Sell |
10,098
-244
| -2% | -$35.5K | 0.26% | 46 |
|
|
2023
Q1 | $1.35M | Buy |
10,342
+434
| +4% | +$56.6K | 0.27% | 44 |
|
|
2022
Q4 | $1.33M | Sell |
9,908
-7
| -0.1% | -$939 | 0.27% | 51 |
|
|
2022
Q3 | $1.04M | Buy |
9,915
+48
| +0.5% | +$5.02K | 0.22% | 50 |
|
|
2022
Q2 | $1.11M | Buy |
9,867
+2,658
| +37% | +$299K | 0.2% | 59 |
|
|
2022
Q1 | $983K | Sell |
7,209
-357
| -5% | -$48.7K | 0.16% | 66 |
|
|
2021
Q4 | $1.2M | Buy |
7,566
+8
| +0.1% | +$1.27K | 0.19% | 56 |
|
|
2021
Q3 | $1.24M | Sell |
7,558
-549
| -7% | -$89.9K | 0.2% | 50 |
|
|
2021
Q2 | $1.26M | Buy |
8,107
+433
| +6% | +$67.4K | 0.21% | 52 |
|
|
2021
Q1 | $1.17M | Buy |
7,674
+145
| +2% | +$22.1K | 0.21% | 54 |
|
|
2020
Q4 | $957K | Sell |
7,529
-294
| -4% | -$37.4K | 0.19% | 61 |
|
|
2020
Q3 | $753K | Sell |
7,823
-220
| -3% | -$21.2K | 0.16% | 64 |
|
|
2020
Q2 | $757K | Buy |
8,043
+1,329
| +20% | +$125K | 0.18% | 62 |
|
|
2020
Q1 | $604K | Sell |
6,714
-498
| -7% | -$44.8K | 0.17% | 62 |
|
|
2019
Q4 | $1.01M | Sell |
7,212
-7
| -0.1% | -$975 | 0.24% | 52 |
|
|
2019
Q3 | $850K | Sell |
7,219
-273
| -4% | -$32.1K | 0.23% | 59 |
|
|
2019
Q2 | $838K | Buy |
7,492
+254
| +4% | +$28.4K | 0.22% | 61 |
|
|
2019
Q1 | $733K | Buy |
7,238
+1,604
| +28% | +$162K | 0.22% | 64 |
|
|
2018
Q4 | $550K | Buy |
5,634
+221
| +4% | +$21.6K | 0.19% | 81 |
|
|
2018
Q3 | $611K | Buy |
5,413
+1
| +0% | +$113 | 0.21% | 77 |
|
|
2018
Q2 | $564K | Buy |
5,412
+78
| +1% | +$8.13K | 0.2% | 80 |
|
|
2018
Q1 | $587K | Sell |
5,334
-227
| -4% | -$25K | 0.19% | 82 |
|
|
2017
Q4 | $595K | Sell |
5,561
-512
| -8% | -$54.8K | 0.19% | 74 |
|
|
2017
Q3 | $580K | Buy |
6,073
+645
| +12% | +$61.6K | 0.19% | 76 |
|
|
2017
Q2 | $496K | Buy |
5,428
+2
| +0% | +$183 | 0.19% | 74 |
|
|
2017
Q1 | $477K | Buy |
5,426
+420
| +8% | +$36.9K | 0.19% | 79 |
|
|
2016
Q4 | $432K | Sell |
5,006
-3,068
| -38% | -$265K | 0.18% | 77 |
|
|
2016
Q3 | $538K | Buy |
8,074
+2,016
| +33% | +$134K | 0.24% | 67 |
|
|
2016
Q2 | $376K | Buy |
6,058
+2,889
| +91% | +$179K | 0.17% | 83 |
|
|
2016
Q1 | $188K | Sell |
3,169
-1,128
| -26% | -$66.9K | 0.1% | 109 |
|
|
2015
Q4 | $284K | Buy |
4,297
+353
| +9% | +$23.3K | 0.16% | 86 |
|
|
2015
Q3 | $240K | Sell |
3,944
-304
| -7% | -$18.5K | 0.15% | 84 |
|
|
2015
Q2 | $288K | Sell |
4,248
-99
| -2% | -$6.71K | 0.18% | 80 |
|
|
2015
Q1 | $263K | Sell |
4,347
-269
| -6% | -$16.3K | 0.16% | 84 |
|
|
2014
Q4 | $289K | Buy |
4,616
+1
| +0% | +$63 | 0.2% | 76 |
|
|
2014
Q3 | $278K | Buy |
4,615
+847
| +22% | +$51K | 0.21% | 73 |
|
|
2014
Q2 | $217K | Buy |
3,768
+101
| +3% | +$5.82K | 0.17% | 80 |
|
|
2014
Q1 | $223K | Buy |
3,667
+1
| +0% | +$61 | 0.19% | 75 |
|
|
2013
Q4 | $214K | Sell |
3,666
-299
| -8% | -$17.5K | 0.18% | 86 |
|
|
2013
Q3 | $205K | Buy |
+3,965
| New | +$205K | 0.2% | 75 |
|