GW
GW & Wade’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $37.1M | Buy |
218,234
+5,055
| +2% | +$860K | 1.21% | 22 |
|
|
2023
Q3 | $30.9M | Buy |
213,179
+2,488
| +1% | +$361K | 1.15% | 20 |
|
|
2023
Q2 | $30.6M | Sell |
210,691
-2,182
| -1% | -$317K | 1.11% | 21 |
|
|
2023
Q1 | $27.7M | Buy |
212,873
+3,468
| +2% | +$452K | 1.07% | 20 |
|
|
2022
Q4 | $28.1M | Buy |
209,405
+14,392
| +7% | +$1.93M | 1.15% | 19 |
|
|
2022
Q3 | $20.4M | Buy |
195,013
+3,938
| +2% | +$412K | 1% | 24 |
|
|
2022
Q2 | $21.5M | Buy |
191,075
+7,412
| +4% | +$835K | 0.98% | 25 |
|
|
2022
Q1 | $25M | Buy |
183,663
+8,923
| +5% | +$1.22M | 1.07% | 22 |
|
|
2021
Q4 | $27.7M | Buy |
174,740
+1,309
| +0.8% | +$207K | 1.2% | 21 |
|
|
2021
Q3 | $28.4M | Buy |
173,431
+1,351
| +0.8% | +$221K | 1.35% | 17 |
|
|
2021
Q2 | $26.8M | Buy |
172,080
+1,324
| +0.8% | +$206K | 1.29% | 19 |
|
|
2021
Q1 | $26M | Buy |
170,756
+17,683
| +12% | +$2.69M | 1.38% | 17 |
|
|
2020
Q4 | $19.5M | Buy |
153,073
+47,443
| +45% | +$6.03M | 1.18% | 25 |
|
|
2020
Q3 | $10.2M | Buy |
105,630
+776
| +0.7% | +$74.7K | 0.78% | 46 |
|
|
2020
Q2 | $9.86M | Buy |
104,854
+7,307
| +7% | +$687K | 0.81% | 41 |
|
|
2020
Q1 | $8.78M | Buy |
97,547
+19,200
| +25% | +$1.73M | 0.83% | 43 |
|
|
2019
Q4 | $10.9M | Sell |
78,347
-436
| -0.6% | -$60.8K | 0.84% | 41 |
|
|
2019
Q3 | $9.27M | Buy |
78,783
+2,584
| +3% | +$304K | 0.79% | 46 |
|
|
2019
Q2 | $8.52M | Sell |
76,199
-399
| -0.5% | -$44.6K | 0.77% | 45 |
|
|
2019
Q1 | $7.75M | Sell |
76,598
-8,987
| -11% | -$910K | 0.73% | 46 |
|
|
2018
Q4 | $8.36M | Sell |
85,585
-13,909
| -14% | -$1.36M | 0.9% | 36 |
|
|
2018
Q3 | $11.2M | Buy |
99,494
+430
| +0.4% | +$48.5K | 1.19% | 27 |
|
|
2018
Q2 | $10.3M | Buy |
99,064
+15,547
| +19% | +$1.62M | 1.16% | 27 |
|
|
2018
Q1 | $9.18M | Buy |
83,517
+4,561
| +6% | +$502K | 1.06% | 33 |
|
|
2017
Q4 | $8.44M | Buy |
78,956
+8,980
| +13% | +$960K | 0.97% | 33 |
|
|
2017
Q3 | $6.68M | Sell |
69,976
-928
| -1% | -$88.6K | 0.81% | 36 |
|
|
2017
Q2 | $6.48M | Buy |
70,904
+1,802
| +3% | +$165K | 0.82% | 37 |
|
|
2017
Q1 | $6.07M | Sell |
69,102
-77,906
| -53% | -$6.84M | 0.8% | 38 |
|
|
2016
Q4 | $12.7M | Buy |
147,008
+12,478
| +9% | +$1.08M | 2.09% | 10 |
|
|
2016
Q3 | $8.96M | Sell |
134,530
-2,044
| -1% | -$136K | 1.61% | 14 |
|
|
2016
Q2 | $8.49M | Buy |
136,574
+2,552
| +2% | +$159K | 1.46% | 14 |
|
|
2016
Q1 | $7.94M | Buy |
134,022
+11,100
| +9% | +$657K | 1.55% | 13 |
|
|
2015
Q4 | $8.12M | Buy |
122,922
+6,929
| +6% | +$458K | 1.7% | 13 |
|
|
2015
Q3 | $7.07M | Sell |
115,993
-4,824
| -4% | -$294K | 1.57% | 13 |
|
|
2015
Q2 | $8.19M | Buy |
120,817
+93,832
| +348% | +$6.36M | 1.62% | 10 |
|
|
2015
Q1 | $1.64M | Buy |
26,985
+9,428
| +54% | +$571K | 0.31% | 71 |
|
|
2014
Q4 | $1.1M | Buy |
17,557
+5,798
| +49% | +$363K | 0.29% | 63 |
|
|
2014
Q3 | $708K | Hold |
11,759
| – | – | 0.21% | 66 |
|
|
2014
Q2 | $678K | Sell |
11,759
-12,106
| -51% | -$698K | 0.2% | 67 |
|
|
2014
Q1 | $1.45M | Buy |
23,865
+11,441
| +92% | +$695K | 0.47% | 50 |
|
|
2013
Q4 | $727K | Hold |
12,424
| – | – | 0.24% | 66 |
|
|
2013
Q3 | $642K | Sell |
12,424
-290
| -2% | -$15K | 0.22% | 68 |
|
|
2013
Q2 | $671K | Buy |
+12,714
| New | +$671K | 0.24% | 64 |
|