NWM
Northwest Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
7,908
+184
| +2% | +$53.3K | 0.41% | 48 |
|
|
2025
Q1 | $1.89M | Buy |
7,724
+148
| +2% | +$36.3K | 0.38% | 50 |
|
|
2024
Q4 | $1.82M | Buy |
7,576
+156
| +2% | +$37.4K | 0.38% | 50 |
|
|
2024
Q3 | $1.56M | Sell |
7,420
-127
| -2% | -$26.8K | 0.36% | 55 |
|
|
2024
Q2 | $1.53M | Buy |
7,547
+37
| +0.5% | +$7.48K | 0.4% | 55 |
|
|
2024
Q1 | $1.5M | Sell |
7,510
-755
| -9% | -$151K | 0.41% | 55 |
|
|
2023
Q4 | $1.41M | Buy |
8,265
+47
| +0.6% | +$7.99K | 0.42% | 52 |
|
|
2023
Q3 | $1.19M | Sell |
8,218
-125
| -1% | -$18.1K | 0.43% | 57 |
|
|
2023
Q2 | $1.21M | Buy |
8,343
+396
| +5% | +$57.6K | 0.44% | 58 |
|
|
2023
Q1 | $1.04M | Buy |
7,947
+64
| +0.8% | +$8.34K | 0.4% | 61 |
|
|
2022
Q4 | $1.06M | Sell |
7,883
-350
| -4% | -$46.9K | 0.45% | 57 |
|
|
2022
Q3 | $860K | Buy |
8,233
+640
| +8% | +$66.9K | 0.38% | 61 |
|
|
2022
Q2 | $855K | Buy |
7,593
+192
| +3% | +$21.6K | 0.37% | 64 |
|
|
2022
Q1 | $1.01M | Buy |
7,401
+516
| +7% | +$70.3K | 0.49% | 53 |
|
|
2021
Q4 | $1.09M | Buy |
6,885
+224
| +3% | +$35.5K | 0.51% | 52 |
|
|
2021
Q3 | $1.09M | Buy |
6,661
+10
| +0.2% | +$1.64K | 0.54% | 49 |
|
|
2021
Q2 | $1.03M | Sell |
6,651
-190
| -3% | -$29.5K | 0.55% | 49 |
|
|
2021
Q1 | $1.04M | Buy |
6,841
+4
| +0.1% | +$609 | 0.65% | 42 |
|
|
2020
Q4 | $869K | Buy |
6,837
+207
| +3% | +$26.3K | 0.6% | 47 |
|
|
2020
Q3 | $638K | Sell |
6,630
-146
| -2% | -$14K | 0.53% | 50 |
|
|
2020
Q2 | $637K | Hold |
6,776
| – | – | 0.56% | 47 |
|
|
2020
Q1 | $610K | Sell |
6,776
-50
| -0.7% | -$4.5K | 0.62% | 47 |
|
|
2019
Q4 | $951K | Sell |
6,826
-1,115
| -14% | -$155K | 0.87% | 34 |
|
|
2019
Q3 | $935K | Hold |
7,941
| – | – | 0.77% | 43 |
|
|
2019
Q2 | $888K | Sell |
7,941
-587
| -7% | -$65.6K | 0.72% | 45 |
|
|
2019
Q1 | $863K | Buy |
8,528
+75
| +0.9% | +$7.59K | 0.65% | 43 |
|
|
2018
Q4 | $825K | Hold |
8,453
| – | – | 0.7% | 40 |
|
|
2018
Q3 | $954K | Hold |
8,453
| – | – | 0.71% | 35 |
|
|
2018
Q2 | $881K | Sell |
8,453
-77
| -0.9% | -$8.03K | 0.66% | 39 |
|
|
2018
Q1 | $938K | Sell |
8,530
-5,028
| -37% | -$553K | 0.7% | 37 |
|
|
2017
Q4 | $1.45M | Buy |
13,558
+11,046
| +440% | +$1.18M | 1.18% | 25 |
|
|
2017
Q3 | $240K | Sell |
2,512
-967
| -28% | -$92.4K | 0.34% | 59 |
|
|
2017
Q2 | $318K | Buy |
3,479
+257
| +8% | +$23.5K | 0.29% | 67 |
|
|
2017
Q1 | $283K | Buy |
+3,222
| New | +$283K | 0.26% | 76 |
|