SWM
Seed Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
1,496
| – | – | 0.32% | 82 |
|
|
2025
Q1 | $367K | Hold |
1,496
| – | – | 0.3% | 86 |
|
|
2024
Q4 | $359K | Hold |
1,496
| – | – | 0.29% | 88 |
|
|
2024
Q3 | $315K | Hold |
1,496
| – | – | 0.25% | 98 |
|
|
2024
Q2 | $303K | Hold |
1,496
| – | – | 0.26% | 97 |
|
|
2024
Q1 | $298K | Hold |
1,496
| – | – | 0.28% | 90 |
|
|
2023
Q4 | $257K | Hold |
1,496
| – | – | 0.26% | 103 |
|
|
2023
Q3 | $217K | Hold |
1,496
| – | – | 0.24% | 120 |
|
|
2023
Q2 | $218K | Buy |
+1,496
| New | +$218K | 0.23% | 128 |
|
|
2023
Q1 | – | Sell |
-1,496
| Closed | -$201K | – | 134 |
|
|
2022
Q4 | $201K | Buy |
+1,496
| New | +$201K | 0.23% | 128 |
|