JWM
Jessup Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
15,871
+49
| +0.3% | +$14.2K | 1.85% | 18 |
|
|
2025
Q1 | $3.88M | Buy |
15,822
+14,866
| +1,555% | +$3.65M | 1.63% | 21 |
|
|
2024
Q4 | $229K | Buy |
+956
| New | +$229K | 0.1% | 62 |
|
|
2024
Q3 | – | Sell |
-15,321
| Closed | -$3.1M | – | 63 |
|
|
2024
Q2 | $3.1M | Buy |
15,321
+65
| +0.4% | +$13.1K | 1.32% | 26 |
|
|
2024
Q1 | $3.06M | Sell |
15,256
-32,204
| -68% | -$6.45M | 1.31% | 27 |
|
|
2023
Q4 | $8.07M | Sell |
47,460
-930
| -2% | -$158K | 4.03% | 8 |
|
|
2023
Q3 | $7.02M | Buy |
48,390
+33,376
| +222% | +$4.84M | 4.04% | 5 |
|
|
2023
Q2 | $2.18M | Sell |
15,014
-635
| -4% | -$92.4K | 1.17% | 26 |
|
|
2023
Q1 | $2.04M | Buy |
15,649
+715
| +5% | +$93.2K | 1.21% | 24 |
|
|
2022
Q4 | $2M | Buy |
+14,934
| New | +$2M | 1.27% | 26 |
|