SPWG
Sage Private Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
4,474
-73
| -2% | -$21.2K | 0.83% | 12 |
|
|
2025
Q1 | $1.12M | Sell |
4,547
-245
| -5% | -$60.1K | 0.84% | 11 |
|
|
2024
Q4 | $1.15M | Sell |
4,792
-638
| -12% | -$153K | 0.86% | 12 |
|
|
2024
Q3 | $1.15M | Buy |
5,430
+124
| +2% | +$26.1K | 0.9% | 9 |
|
|
2024
Q2 | $1.07M | Buy |
5,306
+376
| +8% | +$76.1K | 0.9% | 9 |
|
|
2024
Q1 | $988K | Buy |
4,930
+850
| +21% | +$170K | 0.79% | 14 |
|
|
2023
Q4 | $694K | Buy |
4,080
+87
| +2% | +$14.8K | 0.62% | 17 |
|
|
2023
Q3 | $579K | Buy |
3,993
+38
| +1% | +$5.51K | 0.8% | 11 |
|
|
2023
Q2 | $575K | Buy |
3,955
+2
| +0.1% | +$291 | 0.78% | 12 |
|
|
2023
Q1 | $515K | Buy |
3,953
+316
| +9% | +$41.2K | 0.59% | 12 |
|
|
2022
Q4 | $488K | Sell |
3,637
-432
| -11% | -$57.9K | 0.58% | 16 |
|
|
2022
Q3 | $425K | Sell |
4,069
-364
| -8% | -$38K | 0.56% | 13 |
|
|
2022
Q2 | $499K | Buy |
4,433
+498
| +13% | +$56.1K | 0.72% | 10 |
|
|
2022
Q1 | $537K | Buy |
3,935
+275
| +8% | +$37.5K | 0.52% | 14 |
|
|
2021
Q4 | $579K | Buy |
3,660
+48
| +1% | +$7.59K | 0.72% | 10 |
|
|
2021
Q3 | $591K | Buy |
3,612
+32
| +0.9% | +$5.24K | 0.82% | 7 |
|
|
2021
Q2 | $557K | Buy |
3,580
+6
| +0.2% | +$934 | 0.75% | 10 |
|
|
2021
Q1 | $544K | Sell |
3,574
-69
| -2% | -$10.5K | 0.94% | 8 |
|
|
2020
Q4 | $463K | Buy |
+3,643
| New | +$463K | 1.29% | 8 |
|