HWM
Howard Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,730
-33
| -0.9% | -$9.57K | 0.55% | 55 |
|
|
2025
Q1 | $923K | Sell |
3,763
-52
| -1% | -$12.8K | 0.51% | 55 |
|
|
2024
Q4 | $915K | Sell |
3,815
-38
| -1% | -$9.11K | 0.49% | 57 |
|
|
2024
Q3 | $813K | Buy |
3,853
+16
| +0.4% | +$3.37K | 0.47% | 56 |
|
|
2024
Q2 | $776K | Sell |
3,837
-60
| -2% | -$12.1K | 0.61% | 45 |
|
|
2024
Q1 | $781K | Buy |
3,897
+415
| +12% | +$83.1K | 0.63% | 40 |
|
|
2023
Q4 | $592K | Buy |
3,482
+460
| +15% | +$78.2K | 0.49% | 47 |
|
|
2023
Q3 | $438K | Sell |
3,022
-40
| -1% | -$5.8K | 0.4% | 55 |
|
|
2023
Q2 | $445K | Hold |
3,062
| – | – | 0.39% | 57 |
|
|
2023
Q1 | $399K | Buy |
3,062
+75
| +3% | +$9.77K | 0.33% | 68 |
|
|
2022
Q4 | $401K | Sell |
2,987
-35
| -1% | -$4.69K | 0.33% | 70 |
|
|
2022
Q3 | $315K | Buy |
+3,022
| New | +$315K | 0.22% | 87 |
|
|
2022
Q2 | – | Sell |
-2,901
| Closed | -$395K | – | 101 |
|
|
2022
Q1 | $395K | Sell |
2,901
-91
| -3% | -$12.4K | 0.22% | 87 |
|
|
2021
Q4 | $473K | Buy |
2,992
+251
| +9% | +$39.7K | 0.25% | 84 |
|
|
2021
Q3 | $448K | Sell |
2,741
-165
| -6% | -$27K | 0.25% | 85 |
|
|
2021
Q2 | $451K | Buy |
2,906
+25
| +0.9% | +$3.88K | 0.25% | 85 |
|
|
2021
Q1 | $438K | Buy |
2,881
+51
| +2% | +$7.75K | 0.26% | 85 |
|
|
2020
Q4 | $359K | Sell |
2,830
-218
| -7% | -$27.7K | 0.22% | 89 |
|
|
2020
Q3 | $293K | Sell |
3,048
-466
| -13% | -$44.8K | 0.21% | 95 |
|
|
2020
Q2 | $330K | Sell |
3,514
-50
| -1% | -$4.7K | 0.27% | 83 |
|
|
2020
Q1 | $320K | Sell |
3,564
-1,109
| -24% | -$99.6K | 0.34% | 76 |
|
|
2019
Q4 | $651K | Buy |
+4,673
| New | +$651K | 0.54% | 37 |
|