JPWM
Jamison Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
54,502
+314
| +0.6% | +$91K | 2.27% | 7 |
|
|
2025
Q1 | $13.3M | Sell |
54,188
-193
| -0.4% | -$47.3K | 2.03% | 9 |
|
|
2024
Q4 | $13M | Buy |
54,381
+1,376
| +3% | +$330K | 1.92% | 12 |
|
|
2024
Q3 | $11.2M | Buy |
53,005
+1,728
| +3% | +$364K | 1.7% | 14 |
|
|
2024
Q2 | $10.4M | Buy |
51,277
+1,012
| +2% | +$205K | 1.72% | 14 |
|
|
2024
Q1 | $10.1M | Buy |
50,265
+968
| +2% | +$194K | 1.7% | 14 |
|
|
2023
Q4 | $8.39M | Sell |
49,297
-106
| -0.2% | -$18K | 1.57% | 17 |
|
|
2023
Q3 | $7.16M | Buy |
+49,403
| New | +$7.16M | 1.48% | 19 |
|