JWM
Jessup Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
7,969
+36
| +0.5% | +$9.92K | 0.88% | 27 |
|
|
2025
Q1 | $2.1M | Buy |
+7,933
| New | +$2.1M | 0.88% | 26 |
|
|
2024
Q3 | – | Sell |
-7,993
| Closed | -$1.57M | – | 59 |
|
|
2024
Q2 | $1.57M | Buy |
7,993
+46
| +0.6% | +$9.04K | 0.67% | 31 |
|
|
2024
Q1 | $1.71M | Sell |
7,947
-22,936
| -74% | -$4.94M | 0.73% | 31 |
|
|
2023
Q4 | $6.5M | Buy |
30,883
+22,827
| +283% | +$4.81M | 3.25% | 12 |
|
|
2023
Q3 | $1.61M | Sell |
8,056
-69
| -0.8% | -$13.8K | 0.93% | 27 |
|
|
2023
Q2 | $1.51M | Buy |
8,125
+24
| +0.3% | +$4.45K | 0.81% | 30 |
|
|
2023
Q1 | $1.55M | Buy |
8,101
+61
| +0.8% | +$11.7K | 0.92% | 27 |
|
|
2022
Q4 | $1.35M | Buy |
+8,040
| New | +$1.35M | 0.86% | 29 |
|