SWM
SeaCrest Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
24,323
-4,757
| -16% | -$1.38M | 0.77% | 20 |
|
|
2025
Q1 | $7.13M | Buy |
29,080
+1,388
| +5% | +$340K | 0.81% | 19 |
|
|
2024
Q4 | $6.64M | Sell |
27,692
-479
| -2% | -$115K | 0.7% | 20 |
|
|
2024
Q3 | $5.94M | Buy |
28,171
+970
| +4% | +$205K | 0.64% | 20 |
|
|
2024
Q2 | $5.5M | Buy |
27,201
+392
| +1% | +$79.3K | 0.63% | 22 |
|
|
2024
Q1 | $5.37M | Sell |
26,809
-5,193
| -16% | -$1.04M | 0.66% | 20 |
|
|
2023
Q4 | $5.51M | Sell |
32,002
-3
| -0% | -$517 | 0.68% | 22 |
|
|
2023
Q3 | $4.64M | Sell |
32,005
-6,329
| -17% | -$918K | 0.6% | 25 |
|
|
2023
Q2 | $5.58M | Buy |
38,334
+4,991
| +15% | +$726K | 0.7% | 19 |
|
|
2023
Q1 | $4.34M | Sell |
33,343
-451
| -1% | -$58.8K | 0.59% | 29 |
|
|
2022
Q4 | $4.53M | Buy |
33,794
+692
| +2% | +$92.8K | 0.65% | 29 |
|
|
2022
Q3 | $3.46M | Sell |
33,102
-11
| -0% | -$1.15K | 0.53% | 34 |
|
|
2022
Q2 | $3.73M | Buy |
33,113
+115
| +0.3% | +$13K | 0.47% | 33 |
|
|
2022
Q1 | $4.5M | Buy |
32,998
+26
| +0.1% | +$3.54K | 0.52% | 34 |
|
|
2021
Q4 | $5.22M | Sell |
32,972
-398
| -1% | -$63K | 0.57% | 29 |
|
|
2021
Q3 | $5.46M | Buy |
33,370
+929
| +3% | +$152K | 0.66% | 25 |
|
|
2021
Q2 | $5.05M | Sell |
32,441
-81
| -0.2% | -$12.6K | 0.61% | 29 |
|
|
2021
Q1 | $4.95M | Buy |
32,522
+1,101
| +4% | +$168K | 0.66% | 28 |
|
|
2020
Q4 | $3.99M | Buy |
31,421
+152
| +0.5% | +$19.3K | 0.56% | 39 |
|
|
2020
Q3 | $3.01M | Sell |
31,269
-370
| -1% | -$35.6K | 0.48% | 43 |
|
|
2020
Q2 | $2.98M | Sell |
31,639
-248
| -0.8% | -$23.3K | 0.51% | 44 |
|
|
2020
Q1 | $2.87M | Buy |
31,887
+1,318
| +4% | +$119K | 0.62% | 33 |
|
|
2019
Q4 | $4.26M | Sell |
30,569
-145
| -0.5% | -$20.2K | 0.71% | 22 |
|
|
2019
Q3 | $3.62M | Buy |
30,714
+2,061
| +7% | +$243K | 0.68% | 27 |
|
|
2019
Q2 | $3.2M | Buy |
28,653
+2,639
| +10% | +$295K | 0.65% | 31 |
|
|
2019
Q1 | $2.63M | Buy |
26,014
+804
| +3% | +$81.4K | 0.45% | 41 |
|
|
2018
Q4 | $2.46M | Sell |
25,210
-2,289
| -8% | -$223K | 0.51% | 37 |
|
|
2018
Q3 | $3.1M | Buy |
27,499
+591
| +2% | +$66.7K | 0.53% | 33 |
|
|
2018
Q2 | $2.8M | Buy |
26,908
+177
| +0.7% | +$18.4K | 0.51% | 35 |
|
|
2018
Q1 | $2.94M | Buy |
26,731
+184
| +0.7% | +$20.2K | 0.54% | 37 |
|
|
2017
Q4 | $2.84M | Buy |
+26,547
| New | +$2.84M | 0.52% | 37 |
|