SWM
Scissortail Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.13M | Buy |
28,050
+472
| +2% | +$137K | 1.95% | 18 |
|
|
2025
Q1 | $6.76M | Sell |
27,578
-669
| -2% | -$164K | 1.74% | 19 |
|
|
2024
Q4 | $6.77M | Buy |
28,247
+27,850
| +7,015% | +$6.68M | 1.73% | 18 |
|
|
2024
Q3 | $6.28M | Sell |
397
-29,065
| -99% | -$460M | 1.52% | 21 |
|
|
2024
Q2 | $5.96M | Buy |
29,462
+144
| +0.5% | +$29.1K | 1.52% | 23 |
|
|
2024
Q1 | $5.87M | Sell |
29,318
-34,137
| -54% | -$6.84M | 1.55% | 23 |
|
|
2023
Q4 | $11M | Buy |
63,455
+35,027
| +123% | +$6.05M | 3.47% | 4 |
|
|
2023
Q3 | $4.06M | Buy |
28,428
+429
| +2% | +$61.3K | 3.2% | 9 |
|
|
2023
Q2 | $4.32M | Buy |
27,999
+656
| +2% | +$101K | 3.54% | 9 |
|
|
2023
Q1 | $3.56M | Sell |
27,343
-34,347
| -56% | -$4.48M | 3.21% | 10 |
|
|
2022
Q4 | $8.7M | Buy |
61,690
+35,772
| +138% | +$5.05M | 5.04% | 3 |
|
|
2022
Q3 | $3.29M | Buy |
25,918
+3,241
| +14% | +$412K | 1.71% | 16 |
|
|
2022
Q2 | $3.59M | Sell |
22,677
-2,126
| -9% | -$337K | 1.38% | 22 |
|
|
2022
Q1 | $3.02M | Buy |
24,803
+2,126
| +9% | +$259K | 1.48% | 22 |
|
|
2021
Q4 | $3.59M | Buy |
+22,677
| New | +$3.59M | 1.38% | 22 |
|