SWM
Sculati Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
18,651
-433
| -2% | -$126K | 2.03% | 12 |
|
|
2025
Q1 | $4.68M | Sell |
19,084
-291
| -2% | -$71.4K | 1.89% | 11 |
|
|
2024
Q4 | $4.64M | Sell |
19,375
-370
| -2% | -$88.7K | 1.84% | 13 |
|
|
2024
Q3 | $4.16M | Sell |
19,745
-279
| -1% | -$58.8K | 1.66% | 14 |
|
|
2024
Q2 | $4.05M | Sell |
20,024
-291
| -1% | -$58.9K | 1.73% | 14 |
|
|
2024
Q1 | $4.07M | Sell |
20,315
-4
| -0% | -$801 | 1.76% | 13 |
|
|
2023
Q4 | $3.46M | Buy |
20,319
+100
| +0.5% | +$17K | 1.61% | 14 |
|
|
2023
Q3 | $2.93M | Buy |
20,219
+632
| +3% | +$91.7K | 1.5% | 18 |
|
|
2023
Q2 | $2.85M | Buy |
19,587
+172
| +0.9% | +$25K | 1.43% | 18 |
|
|
2023
Q1 | $2.53M | Buy |
19,415
+1,446
| +8% | +$188K | 1.34% | 21 |
|
|
2022
Q4 | $2.41M | Buy |
17,969
+2,621
| +17% | +$352K | 1.35% | 23 |
|
|
2022
Q3 | $1.6M | Buy |
15,348
+1,738
| +13% | +$182K | 0.95% | 33 |
|
|
2022
Q2 | $1.53M | Buy |
13,610
+100
| +0.7% | +$11.3K | 0.88% | 41 |
|
|
2022
Q1 | $1.84M | Buy |
13,510
+451
| +3% | +$61.5K | 0.9% | 36 |
|
|
2021
Q4 | $2.07M | Sell |
13,059
-186
| -1% | -$29.5K | 1% | 32 |
|
|
2021
Q3 | $2.17M | Hold |
13,245
| – | – | 1.15% | 29 |
|
|
2021
Q2 | $2.06M | Buy |
13,245
+511
| +4% | +$79.5K | 1.09% | 30 |
|
|
2021
Q1 | $1.94M | Sell |
12,734
-155
| -1% | -$23.6K | 1.12% | 30 |
|
|
2020
Q4 | $1.64M | Sell |
12,889
-115
| -0.9% | -$14.6K | 1.08% | 32 |
|
|
2020
Q3 | $1.25M | Buy |
13,004
+280
| +2% | +$27K | 0.94% | 35 |
|
|
2020
Q2 | $1.2M | Sell |
12,724
-31
| -0.2% | -$2.92K | 1.01% | 36 |
|
|
2020
Q1 | $1.15M | Buy |
12,755
+131
| +1% | +$11.8K | 1.26% | 28 |
|
|
2019
Q4 | $1.76M | Buy |
+12,624
| New | +$1.76M | 1.58% | 16 |
|