Schwarz Dygos Wheeler Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Hold |
18,784
| – | – | 1.24% | 16 |
|
|
2025
Q1 | $4.61M | Buy |
18,784
+7
| +0% | +$1.72K | 1.09% | 22 |
|
|
2024
Q4 | $4.5M | Buy |
18,777
+281
| +2% | +$67.4K | 1.1% | 22 |
|
|
2024
Q3 | $3.9M | Sell |
18,496
-305
| -2% | -$64.3K | 0.97% | 25 |
|
|
2024
Q2 | $3.8M | Buy |
18,801
+153
| +0.8% | +$30.9K | 1.02% | 24 |
|
|
2024
Q1 | $3.74M | Buy |
18,648
+586
| +3% | +$117K | 1.04% | 24 |
|
|
2023
Q4 | $3.07M | Hold |
18,062
| – | – | 0.95% | 24 |
|
|
2023
Q3 | $2.62M | Buy |
18,062
+19
| +0.1% | +$2.76K | 0.89% | 26 |
|
|
2023
Q2 | $2.62M | Buy |
18,043
+846
| +5% | +$123K | 0.86% | 27 |
|
|
2023
Q1 | $2.24M | Sell |
17,197
-34
| -0.2% | -$4.43K | 0.81% | 33 |
|
|
2022
Q4 | $2.31M | Buy |
17,231
+274
| +2% | +$36.7K | 0.91% | 33 |
|
|
2022
Q3 | $1.77M | Buy |
16,957
+12
| +0.1% | +$1.25K | 0.79% | 35 |
|
|
2022
Q2 | $1.91M | Buy |
16,945
+49
| +0.3% | +$5.52K | 0.77% | 34 |
|
|
2022
Q1 | $2.3M | Sell |
16,896
-6
| -0% | -$818 | 0.78% | 37 |
|
|
2021
Q4 | $2.68M | Buy |
16,902
+1,571
| +10% | +$249K | 0.91% | 30 |
|
|
2021
Q3 | $2.51M | Buy |
15,331
+523
| +4% | +$85.6K | 0.92% | 32 |
|
|
2021
Q2 | $2.3M | Buy |
14,808
+501
| +4% | +$77.9K | 0.84% | 36 |
|
|
2021
Q1 | $2.18M | Buy |
14,307
+407
| +3% | +$62K | 0.9% | 34 |
|
|
2020
Q4 | $1.77M | Buy |
13,900
+798
| +6% | +$101K | 0.85% | 31 |
|
|
2020
Q3 | $1.26M | Sell |
13,102
-164
| -1% | -$15.8K | 0.71% | 32 |
|
|
2020
Q2 | $1.3M | Buy |
13,266
+1,491
| +13% | +$146K | 0.85% | 30 |
|
|
2020
Q1 | $1.06M | Sell |
11,775
-7,230
| -38% | -$651K | 0.9% | 29 |
|
|
2019
Q4 | $2.65M | Buy |
19,005
+225
| +1% | +$31.4K | 1.81% | 14 |
|
|
2019
Q3 | $2.21M | Buy |
18,780
+1,200
| +7% | +$141K | 1.75% | 15 |
|
|
2019
Q2 | $1.97M | Sell |
17,580
-4,775
| -21% | -$534K | 1.62% | 17 |
|
|
2019
Q1 | $2.26M | Buy |
22,355
+10,905
| +95% | +$1.1M | 1.94% | 13 |
|
|
2018
Q4 | $1.12M | Buy |
+11,450
| New | +$1.12M | 1.21% | 23 |
|