MWM
Modera Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7M | Sell |
226,505
-2,609
| -1% | -$756K | 0.81% | 31 |
|
|
2025
Q1 | $56.2M | Sell |
229,114
-4,359
| -2% | -$1.07M | 0.76% | 34 |
|
|
2024
Q4 | $56M | Sell |
233,473
-2,303
| -1% | -$552K | 0.68% | 34 |
|
|
2024
Q3 | $49.7M | Sell |
235,776
-6,468
| -3% | -$1.36M | 0.63% | 36 |
|
|
2024
Q2 | $49M | Sell |
242,244
-7,092
| -3% | -$1.43M | 0.72% | 36 |
|
|
2024
Q1 | $49.9M | Sell |
249,336
-6,860
| -3% | -$1.37M | 0.76% | 34 |
|
|
2023
Q4 | $43.6M | Sell |
256,196
-4,509
| -2% | -$767K | 0.72% | 37 |
|
|
2023
Q3 | $37.8M | Sell |
260,705
-8,792
| -3% | -$1.28M | 0.71% | 37 |
|
|
2023
Q2 | $39.2M | Buy |
269,497
+247,433
| +1,121% | +$36M | 0.71% | 38 |
|
|
2023
Q1 | $2.88M | Buy |
22,064
+570
| +3% | +$74.3K | 0.11% | 78 |
|
|
2022
Q4 | $2.88M | Buy |
21,494
+1,614
| +8% | +$216K | 0.12% | 79 |
|
|
2022
Q3 | $2.08M | Sell |
19,880
-1,509
| -7% | -$158K | 0.11% | 86 |
|
|
2022
Q2 | $2.41M | Buy |
21,389
+1,371
| +7% | +$154K | 0.11% | 84 |
|
|
2022
Q1 | $2.73M | Sell |
20,018
-19,717
| -50% | -$2.69M | 0.12% | 84 |
|
|
2021
Q4 | $6.29M | Buy |
39,735
+28,219
| +245% | +$4.47M | 0.24% | 53 |
|
|
2021
Q3 | $1.89M | Buy |
11,516
+449
| +4% | +$73.5K | 0.1% | 74 |
|
|
2021
Q2 | $1.72M | Buy |
11,067
+1,092
| +11% | +$170K | 0.09% | 75 |
|
|
2021
Q1 | $1.52M | Sell |
9,975
-111
| -1% | -$16.9K | 0.1% | 73 |
|
|
2020
Q4 | $1.28M | Buy |
10,086
+2,550
| +34% | +$324K | 0.1% | 79 |
|
|
2020
Q3 | $725K | Buy |
7,536
+11
| +0.1% | +$1.06K | 0.11% | 70 |
|
|
2020
Q2 | $708K | Sell |
7,525
-175
| -2% | -$16.5K | 0.11% | 70 |
|
|
2020
Q1 | $693K | Buy |
7,700
+1,719
| +29% | +$155K | 0.15% | 62 |
|
|
2019
Q4 | $834K | Buy |
5,981
+1,101
| +23% | +$154K | 0.13% | 56 |
|
|
2019
Q3 | $574K | Buy |
4,880
+101
| +2% | +$11.9K | 0.1% | 70 |
|
|
2019
Q2 | $534K | Buy |
4,779
+122
| +3% | +$13.6K | 0.1% | 73 |
|
|
2019
Q1 | $471K | Sell |
4,657
-570
| -11% | -$57.6K | 0.09% | 77 |
|
|
2018
Q4 | $510K | Buy |
5,227
+1,041
| +25% | +$102K | 0.1% | 70 |
|
|
2018
Q3 | $472K | Buy |
4,186
+354
| +9% | +$39.9K | 0.1% | 77 |
|
|
2018
Q2 | $399K | Buy |
3,832
+75
| +2% | +$7.81K | 0.08% | 84 |
|
|
2018
Q1 | $413K | Sell |
3,757
-659
| -15% | -$72.4K | 0.09% | 76 |
|
|
2017
Q4 | $472K | Buy |
4,416
+829
| +23% | +$88.6K | 0.1% | 74 |
|
|
2017
Q3 | $343K | Buy |
3,587
+59
| +2% | +$5.64K | 0.08% | 85 |
|
|
2017
Q2 | $322K | Sell |
3,528
-255
| -7% | -$23.3K | 0.08% | 83 |
|
|
2017
Q1 | $332K | Buy |
3,783
+1
| +0% | +$88 | 0.08% | 84 |
|
|
2016
Q4 | $326K | Buy |
3,782
+461
| +14% | +$39.7K | 0.11% | 82 |
|
|
2016
Q3 | $221K | Sell |
3,321
-626
| -16% | -$41.7K | 0.07% | 99 |
|
|
2016
Q2 | $245K | Buy |
+3,947
| New | +$245K | 0.09% | 85 |
|