FWM
Frontier Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.85M | Buy |
69,689
+6,574
| +10% | +$740K | 0.57% | 45 |
|
|
2022
Q1 | $8.3M | Sell |
63,115
-1,854
| -3% | -$244K | 0.1% | 34 |
|
|
2021
Q4 | $10.3M | Buy |
64,969
+6,085
| +10% | +$964K | 0.68% | 31 |
|
|
2021
Q3 | $9.64M | Buy |
58,884
+2,829
| +5% | +$463K | 0.67% | 31 |
|
|
2021
Q2 | $8.72M | Sell |
56,055
-417
| -0.7% | -$64.9K | 0.61% | 33 |
|
|
2021
Q1 | $8.6M | Buy |
56,472
+2,894
| +5% | +$441K | 0.66% | 28 |
|
|
2020
Q4 | $6.81M | Sell |
53,578
-6,006
| -10% | -$763K | 0.56% | 33 |
|
|
2020
Q3 | $5.74M | Sell |
59,584
-10,466
| -15% | -$1.01M | 0.53% | 36 |
|
|
2020
Q2 | $6.59M | Sell |
70,050
-7,099
| -9% | -$668K | 0.61% | 33 |
|
|
2020
Q1 | $6.95M | Buy |
77,149
+37,303
| +94% | +$3.36M | 1.13% | 18 |
|
|
2019
Q4 | $5.56M | Sell |
39,846
-33,403
| -46% | -$4.66M | 0.89% | 25 |
|
|
2019
Q3 | $8.62M | Sell |
73,249
-274
| -0.4% | -$32.2K | 1.27% | 17 |
|
|
2019
Q2 | $8.22M | Buy |
73,523
+51
| +0.1% | +$5.7K | 1.21% | 18 |
|
|
2019
Q1 | $7.44M | Buy |
73,472
+1,054
| +1% | +$107K | 1.01% | 18 |
|
|
2018
Q4 | $7.07M | Buy |
72,418
+4,902
| +7% | +$479K | 1.07% | 16 |
|
|
2018
Q3 | $7.62M | Sell |
67,516
-2,759
| -4% | -$311K | 0.73% | 15 |
|
|
2018
Q2 | $7.32M | Buy |
70,275
+10,962
| +18% | +$1.14M | 1.05% | 15 |
|
|
2018
Q1 | $6.52M | Buy |
59,313
+26,360
| +80% | +$2.9M | 0.91% | 20 |
|
|
2017
Q4 | $3.52M | Buy |
32,953
+3,682
| +13% | +$394K | 0.57% | 43 |
|
|
2017
Q3 | $2.8M | Buy |
29,271
+1,219
| +4% | +$116K | 0.4% | 61 |
|
|
2017
Q2 | $2.56M | Buy |
28,052
+1,043
| +4% | +$95.3K | 0.39% | 67 |
|
|
2017
Q1 | $2.37M | Sell |
27,009
-6,803
| -20% | -$597K | 0.36% | 70 |
|
|
2016
Q4 | $2.92M | Sell |
33,812
-900
| -3% | -$77.7K | 0.48% | 60 |
|
|
2016
Q3 | $2.31M | Sell |
34,712
-5,865
| -14% | -$390K | 0.35% | 78 |
|
|
2016
Q2 | $2.52M | Sell |
40,577
-1,468
| -3% | -$91.2K | 0.4% | 65 |
|
|
2016
Q1 | $2.49M | Buy |
42,045
+957
| +2% | +$56.7K | 0.21% | 66 |
|
|
2015
Q4 | $2.71M | Buy |
41,088
+2,003
| +5% | +$132K | 0.44% | 61 |
|
|
2015
Q3 | $2.38M | Buy |
39,085
+10,719
| +38% | +$654K | 0.38% | 70 |
|
|
2015
Q2 | $1.92M | Buy |
28,366
+14,588
| +106% | +$988K | 0.3% | 83 |
|
|
2015
Q1 | $835K | Sell |
13,778
-3,250
| -19% | -$197K | 0.13% | 118 |
|
|
2014
Q4 | $1.07M | Buy |
+17,028
| New | +$1.07M | 0.2% | 81 |
|