QPWM
Quadrant Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
14,310
+800
| +6% | +$232K | 0.86% | 28 |
|
|
2025
Q1 | $3.31M | Sell |
13,510
-2,808
| -17% | -$689K | 0.83% | 35 |
|
|
2024
Q4 | $3.91M | Sell |
16,318
-113
| -0.7% | -$27.1K | 0.96% | 24 |
|
|
2024
Q3 | $3.46M | Sell |
16,431
-1,045
| -6% | -$220K | 0.86% | 29 |
|
|
2024
Q2 | $3.53M | Buy |
17,476
+88
| +0.5% | +$17.8K | 0.81% | 31 |
|
|
2024
Q1 | $3.48M | Sell |
17,388
-7,921
| -31% | -$1.59M | 0.88% | 30 |
|
|
2023
Q4 | $4.31M | Buy |
25,309
+2,561
| +11% | +$436K | 1.19% | 16 |
|
|
2023
Q3 | $3.3M | Sell |
22,748
-798
| -3% | -$116K | 1.11% | 21 |
|
|
2023
Q2 | $3.42M | Buy |
23,546
+79
| +0.3% | +$11.5K | 0.99% | 23 |
|
|
2023
Q1 | $3.06M | Buy |
23,467
+63
| +0.3% | +$8.21K | 0.95% | 26 |
|
|
2022
Q4 | $3.14M | Buy |
+23,404
| New | +$3.14M | 1.05% | 24 |
|
|
2022
Q2 | $2.51M | Buy |
22,318
+3,341
| +18% | +$376K | 1.03% | 27 |
|
|
2022
Q1 | $2.59M | Sell |
18,977
-1,230
| -6% | -$168K | 0.96% | 29 |
|
|
2021
Q4 | $3.2M | Buy |
20,207
+305
| +2% | +$48.3K | 1.19% | 20 |
|
|
2021
Q3 | $3.26M | Buy |
19,902
+257
| +1% | +$42.1K | 1.35% | 18 |
|
|
2021
Q2 | $3.06M | Buy |
19,645
+884
| +5% | +$138K | 1.24% | 21 |
|
|
2021
Q1 | $2.86M | Sell |
18,761
-3,159
| -14% | -$481K | 1.24% | 21 |
|
|
2020
Q4 | $2.79M | Buy |
21,920
+1,578
| +8% | +$200K | 1.24% | 20 |
|
|
2020
Q3 | $1.96M | Buy |
20,342
+4,207
| +26% | +$405K | 0.99% | 29 |
|
|
2020
Q2 | $1.52M | Buy |
16,135
+5,597
| +53% | +$527K | 0.88% | 29 |
|
|
2020
Q1 | $949K | Buy |
10,538
+3,970
| +60% | +$358K | 0.79% | 28 |
|
|
2019
Q4 | $916K | Sell |
6,568
-31
| -0.5% | -$4.32K | 0.82% | 28 |
|
|
2019
Q3 | $777K | Sell |
6,599
-244
| -4% | -$28.7K | 0.71% | 32 |
|
|
2019
Q2 | $765K | Buy |
6,843
+81
| +1% | +$9.06K | 0.7% | 32 |
|
|
2019
Q1 | $685K | Sell |
6,762
-176
| -3% | -$17.8K | 0.63% | 35 |
|
|
2018
Q4 | $677K | Sell |
6,938
-249
| -3% | -$24.3K | 0.72% | 33 |
|
|
2018
Q3 | $811K | Buy |
7,187
+175
| +2% | +$19.7K | 0.71% | 31 |
|
|
2018
Q2 | $731K | Sell |
7,012
-179
| -2% | -$18.7K | 0.71% | 32 |
|
|
2018
Q1 | $791K | Buy |
7,191
+2,135
| +42% | +$235K | 1.03% | 25 |
|
|
2017
Q4 | $541K | Buy |
+5,056
| New | +$541K | 0.56% | 41 |
|