JWM
Jackson Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Buy |
2,897
+1,871
| +182% | +$543K | 0.09% | 94 |
|
|
2025
Q1 | $252K | Buy |
1,026
+43
| +4% | +$10.6K | 0.03% | 146 |
|
|
2024
Q4 | $236K | Hold |
983
| – | – | 0.03% | 144 |
|
|
2024
Q3 | $207K | Sell |
983
-13
| -1% | -$2.74K | 0.02% | 147 |
|
|
2024
Q2 | $201K | Buy |
+996
| New | +$201K | 0.04% | 114 |
|
|
2022
Q1 | – | Sell |
-1,288
| Closed | -$204K | – | 120 |
|
|
2021
Q4 | $204K | Buy |
+1,288
| New | +$204K | 0.03% | 112 |
|
|
2021
Q3 | – | Sell |
-10,983
| Closed | -$1.71M | – | 106 |
|
|
2021
Q2 | $1.71M | Buy |
+10,983
| New | +$1.71M | 0.22% | 89 |
|
|
2020
Q1 | – | Sell |
-19,598
| Closed | -$2.61M | – | 129 |
|
|
2019
Q4 | $2.61M | Sell |
19,598
-3,644
| -16% | -$485K | 0.43% | 66 |
|
|
2019
Q3 | $2.65M | Buy |
23,242
+4,212
| +22% | +$480K | 0.56% | 56 |
|
|
2019
Q2 | $2.16M | Buy |
19,030
+600
| +3% | +$68.1K | 0.47% | 57 |
|
|
2019
Q1 | $1.87M | Buy |
18,430
+445
| +2% | +$45.1K | 0.46% | 63 |
|
|
2018
Q4 | $1.75M | Sell |
17,985
-147
| -0.8% | -$14.3K | 0.52% | 51 |
|
|
2018
Q3 | $2.05M | Buy |
18,132
+1,483
| +9% | +$167K | 0.43% | 56 |
|
|
2018
Q2 | $1.92M | Sell |
16,649
-62
| -0.4% | -$7.14K | 0.45% | 62 |
|
|
2018
Q1 | $1.86M | Sell |
16,711
-2,964
| -15% | -$329K | 0.52% | 54 |
|
|
2017
Q4 | $2.15M | Buy |
19,675
+143
| +0.7% | +$15.6K | 0.54% | 50 |
|
|
2017
Q3 | $1.9M | Buy |
19,532
+984
| +5% | +$95.6K | 0.51% | 48 |
|
|
2017
Q2 | $1.73M | Buy |
+18,548
| New | +$1.73M | 0.55% | 46 |
|
|
2016
Q1 | – | Sell |
-27,078
| Closed | -$1.6M | – | 69 |
|
|
2015
Q4 | $1.6M | Sell |
27,078
-642
| -2% | -$37.9K | 0.63% | 42 |
|
|
2015
Q3 | $1.69M | Sell |
27,720
-1,841
| -6% | -$112K | 0.61% | 47 |
|
|
2015
Q2 | $1.99M | Buy |
29,561
+28,498
| +2,681% | +$1.91M | 0.67% | 37 |
|
|
2015
Q1 | $64K | Buy |
+1,063
| New | +$64K | 0.02% | 114 |
|