FWM
FSA Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
2,181
+5
| +0.2% | +$1.45K | 0.25% | 25 |
|
|
2025
Q1 | $534K | Buy |
2,176
+130
| +6% | +$31.9K | 0.23% | 27 |
|
|
2024
Q4 | $490K | Sell |
2,046
-175
| -8% | -$42K | 0.2% | 28 |
|
|
2024
Q3 | $468K | Buy |
+2,221
| New | +$468K | 0.19% | 28 |
|
|
2024
Q1 | $355K | Sell |
1,774
-149
| -8% | -$29.8K | 0.15% | 31 |
|
|
2023
Q4 | $327K | Sell |
1,923
-1,061
| -36% | -$180K | 0.16% | 30 |
|
|
2023
Q3 | $433K | Buy |
2,984
+108
| +4% | +$15.7K | 0.24% | 25 |
|
|
2023
Q2 | $418K | Buy |
2,876
+31
| +1% | +$4.51K | 0.23% | 24 |
|
|
2023
Q1 | $371K | Sell |
2,845
-169
| -6% | -$22K | 0.22% | 24 |
|
|
2022
Q4 | $404K | Buy |
3,014
+23
| +0.8% | +$3.08K | 0.24% | 27 |
|
|
2022
Q3 | $313K | Buy |
+2,991
| New | +$313K | 0.22% | 34 |
|
|
2022
Q2 | – | Sell |
-2,282
| Closed | -$361K | – | 38 |
|
|
2022
Q1 | $361K | Hold |
2,282
| – | – | 0.21% | 31 |
|
|
2021
Q4 | $361K | Buy |
2,282
+102
| +5% | +$16.1K | 0.21% | 31 |
|
|
2021
Q3 | $357K | Buy |
+2,180
| New | +$357K | 0.22% | 30 |
|
|
2021
Q1 | – | Sell |
-2,128
| Closed | -$270K | – | 147 |
|
|
2020
Q4 | $270K | Buy |
+2,128
| New | +$270K | 0.14% | 46 |
|
|
2020
Q3 | – | Sell |
-2,024
| Closed | -$190K | – | 206 |
|
|
2020
Q2 | $190K | Sell |
2,024
-123
| -6% | -$11.5K | 0.13% | 52 |
|
|
2020
Q1 | $193K | Hold |
2,147
| – | – | 0.16% | 45 |
|
|
2019
Q4 | $299K | Buy |
+2,147
| New | +$299K | 0.21% | 38 |
|