JWM
JGP Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
81,810
+119
| +0.1% | +$34.5K | 2.87% | 7 |
|
|
2025
Q1 | $20M | Sell |
81,691
-10,696
| -12% | -$2.62M | 2.64% | 7 |
|
|
2024
Q4 | $22.1M | Buy |
92,387
+631
| +0.7% | +$151K | 2.86% | 6 |
|
|
2024
Q3 | $19.3M | Sell |
91,756
-545
| -0.6% | -$115K | 2.49% | 6 |
|
|
2024
Q2 | $18.7M | Sell |
92,301
-650
| -0.7% | -$131K | 2.66% | 6 |
|
|
2024
Q1 | $18.6M | Sell |
92,951
-12,731
| -12% | -$2.55M | 2.7% | 5 |
|
|
2023
Q4 | $18M | Buy |
105,682
+1,177
| +1% | +$200K | 2.67% | 5 |
|
|
2023
Q3 | $15.2M | Buy |
104,505
+2,420
| +2% | +$351K | 2.54% | 6 |
|
|
2023
Q2 | $14.8M | Buy |
102,085
+702
| +0.7% | +$102K | 2.43% | 5 |
|
|
2023
Q1 | $13.2M | Buy |
101,383
+28,853
| +40% | +$3.76M | 2.32% | 9 |
|
|
2022
Q4 | $9.73M | Buy |
72,530
+1,037
| +1% | +$139K | 1.79% | 19 |
|
|
2022
Q3 | $7.58M | Buy |
71,493
+3,032
| +4% | +$321K | 1.59% | 24 |
|
|
2022
Q2 | $7.66M | Buy |
68,461
+3,246
| +5% | +$363K | 1.55% | 27 |
|
|
2022
Q1 | $8.71M | Buy |
65,215
+372
| +0.6% | +$49.7K | 1.61% | 25 |
|
|
2021
Q4 | $10.6M | Buy |
64,843
+1,926
| +3% | +$315K | 1.98% | 16 |
|
|
2021
Q3 | $10.3M | Buy |
62,917
+268
| +0.4% | +$43.9K | 2.23% | 11 |
|
|
2021
Q2 | $9.74M | Sell |
62,649
-4,512
| -7% | -$702K | 2.1% | 14 |
|
|
2021
Q1 | $10.2M | Buy |
67,161
+430
| +0.6% | +$65.5K | 2.29% | 8 |
|
|
2020
Q4 | $9.23M | Buy |
66,731
+1,450
| +2% | +$200K | 2.14% | 8 |
|
|
2020
Q3 | $6.51M | Buy |
65,281
+2,508
| +4% | +$250K | 1.73% | 17 |
|
|
2020
Q2 | $5.86M | Buy |
62,773
+934
| +2% | +$87.1K | 1.72% | 17 |
|
|
2020
Q1 | $5.83M | Buy |
61,839
+103
| +0.2% | +$9.71K | 2.07% | 11 |
|
|
2019
Q4 | $8.53M | Buy |
61,736
+4,212
| +7% | +$582K | 2.52% | 5 |
|
|
2019
Q3 | $6.52M | Buy |
57,524
+582
| +1% | +$65.9K | 2.26% | 6 |
|
|
2019
Q2 | $6.37M | Buy |
56,942
+920
| +2% | +$103K | 2.26% | 6 |
|
|
2019
Q1 | $5.67M | Buy |
56,022
+5,041
| +10% | +$510K | 2.15% | 6 |
|
|
2018
Q4 | $4.98M | Buy |
50,981
+1,558
| +3% | +$152K | 2.06% | 7 |
|
|
2018
Q3 | $5.58M | Buy |
49,423
+365
| +0.7% | +$41.2K | 2.23% | 5 |
|
|
2018
Q2 | $5.11M | Buy |
+49,058
| New | +$5.11M | 2.13% | 5 |
|