SDWMA
Schneider Downs Wealth Management Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
6,473
-191
| -3% | -$55.4K | 0.28% | 49 |
|
|
2025
Q1 | $1.63M | Sell |
6,664
-202
| -3% | -$49.6K | 0.3% | 43 |
|
|
2024
Q4 | $1.65M | Hold |
6,866
| – | – | 0.31% | 44 |
|
|
2024
Q3 | $1.45M | Buy |
6,866
+610
| +10% | +$129K | 0.3% | 44 |
|
|
2024
Q2 | $1.27M | Sell |
6,256
-530
| -8% | -$107K | 0.28% | 44 |
|
|
2024
Q1 | $1.36M | Buy |
6,786
+4,781
| +238% | +$958K | 0.31% | 42 |
|
|
2023
Q4 | $341K | Buy |
+2,005
| New | +$341K | 0.09% | 84 |
|
|
2022
Q4 | – | Sell |
-6,266
| Closed | -$655K | – | 135 |
|
|
2022
Q3 | $655K | Sell |
6,266
-1,245
| -17% | -$130K | 0.19% | 47 |
|
|
2022
Q2 | $846K | Buy |
7,511
+1,436
| +24% | +$162K | 0.24% | 41 |
|
|
2022
Q1 | $828K | Sell |
6,075
-50
| -0.8% | -$6.82K | 0.21% | 50 |
|
|
2021
Q4 | $970K | Sell |
6,125
-101
| -2% | -$16K | 0.23% | 47 |
|
|
2021
Q3 | $1.02M | Buy |
6,226
+1,573
| +34% | +$257K | 0.26% | 42 |
|
|
2021
Q2 | $724K | Sell |
4,653
-7
| -0.2% | -$1.09K | 0.19% | 53 |
|
|
2021
Q1 | $709K | Buy |
4,660
+2,683
| +136% | +$408K | 0.17% | 52 |
|
|
2020
Q4 | $251K | Sell |
1,977
-1,911
| -49% | -$243K | 0.07% | 79 |
|
|
2020
Q3 | $374K | Buy |
3,888
+20
| +0.5% | +$1.92K | 0.13% | 56 |
|
|
2020
Q2 | $364K | Buy |
3,868
+150
| +4% | +$14.1K | 0.12% | 54 |
|
|
2020
Q1 | $335K | Buy |
+3,718
| New | +$335K | 0.12% | 57 |
|