JPMorgan Chase & Co’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
5,795
-9,490
| -62% | -$214K | ﹤0.01% | 4674 |
|
|
2025
Q1 | $300K | Sell |
15,285
-14,467
| -49% | -$284K | ﹤0.01% | 4283 |
|
|
2024
Q4 | $582K | Buy |
29,752
+16,078
| +118% | +$314K | ﹤0.01% | 4083 |
|
|
2024
Q3 | $273K | Buy |
13,674
+10,113
| +284% | +$202K | ﹤0.01% | 4331 |
|
|
2024
Q2 | $60.5K | Sell |
3,561
-7,003
| -66% | -$119K | ﹤0.01% | 4832 |
|
|
2024
Q1 | $154K | Buy |
10,564
+1,875
| +22% | +$27.3K | ﹤0.01% | 4561 |
|
|
2023
Q4 | $172K | Buy |
8,689
+3,404
| +64% | +$67.5K | ﹤0.01% | 4523 |
|
|
2023
Q3 | $95.9K | Sell |
5,285
-2,133
| -29% | -$38.7K | ﹤0.01% | 4621 |
|
|
2023
Q2 | $138K | Sell |
7,418
-26,006
| -78% | -$484K | ﹤0.01% | 4481 |
|
|
2023
Q1 | $662K | Buy |
33,424
+397
| +1% | +$7.86K | ﹤0.01% | 3672 |
|
|
2022
Q4 | $929K | Sell |
33,027
-10,164
| -24% | -$286K | ﹤0.01% | 3398 |
|
|
2022
Q3 | $1.07M | Buy |
43,191
+33,876
| +364% | +$835K | ﹤0.01% | 3302 |
|
|
2022
Q2 | $253K | Buy |
9,315
+4,073
| +78% | +$111K | ﹤0.01% | 4208 |
|
|
2022
Q1 | $164K | Buy |
5,242
+5,033
| +2,408% | +$157K | ﹤0.01% | 4541 |
|
|
2021
Q4 | $6K | Buy |
+209
| New | +$6K | ﹤0.01% | 5492 |
|
|
2021
Q3 | – | Sell |
-928
| Closed | -$24K | – | 5659 |
|
|
2021
Q2 | $24K | Sell |
928
-18,682
| -95% | -$483K | ﹤0.01% | 5090 |
|
|
2021
Q1 | $491K | Buy |
19,610
+777
| +4% | +$19.5K | ﹤0.01% | 4050 |
|
|
2020
Q4 | $368K | Buy |
18,833
+12,296
| +188% | +$240K | ﹤0.01% | 3910 |
|
|
2020
Q3 | $85K | Buy |
6,537
+796
| +14% | +$10.4K | ﹤0.01% | 4115 |
|
|
2020
Q2 | $82K | Buy |
+5,741
| New | +$82K | ﹤0.01% | 4038 |
|