SWM
Segment Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Buy |
19,323
+213
| +1% | +$61.8K | 0.36% | 69 |
|
|
2025
Q1 | $4.69M | Buy |
19,110
+3,576
| +23% | +$877K | 0.32% | 73 |
|
|
2024
Q4 | $3.72M | Buy |
15,534
+173
| +1% | +$41.5K | 0.25% | 76 |
|
|
2024
Q3 | $3.24M | Hold |
15,361
| – | – | 0.22% | 78 |
|
|
2024
Q2 | $3.11M | Sell |
15,361
-97
| -0.6% | -$19.6K | 0.23% | 81 |
|
|
2024
Q1 | $3.1M | Buy |
15,458
+298
| +2% | +$59.7K | 0.24% | 83 |
|
|
2023
Q4 | $2.58M | Buy |
15,160
+1,624
| +12% | +$276K | 0.23% | 80 |
|
|
2023
Q3 | $1.96M | Buy |
13,536
+252
| +2% | +$36.5K | 0.2% | 85 |
|
|
2023
Q2 | $1.93M | Sell |
13,284
-1,775
| -12% | -$258K | 0.2% | 87 |
|
|
2023
Q1 | $1.96M | Sell |
15,059
-68,249
| -82% | -$8.89M | 0.22% | 80 |
|
|
2022
Q4 | $11.2M | Buy |
83,308
+492
| +0.6% | +$66K | 1.29% | 26 |
|
|
2022
Q3 | $8.65M | Buy |
82,816
+7,093
| +9% | +$741K | 1.08% | 40 |
|
|
2022
Q2 | $8.53M | Buy |
75,723
+3,623
| +5% | +$408K | 1.08% | 41 |
|
|
2022
Q1 | $9.83M | Buy |
72,100
+5,453
| +8% | +$743K | 1.01% | 36 |
|
|
2021
Q4 | $10.6M | Buy |
66,647
+2,920
| +5% | +$462K | 1.11% | 24 |
|
|
2021
Q3 | $10.4M | Buy |
63,727
+95
| +0.1% | +$15.6K | 1.24% | 19 |
|
|
2021
Q2 | $9.9M | Buy |
63,632
+1,713
| +3% | +$266K | 1.17% | 22 |
|
|
2021
Q1 | $9.43M | Buy |
61,919
+939
| +2% | +$143K | 1.25% | 17 |
|
|
2020
Q4 | $7.75M | Sell |
60,980
-1,693
| -3% | -$215K | 1.12% | 29 |
|
|
2020
Q3 | $6.03M | Buy |
62,673
+2,764
| +5% | +$266K | 0.98% | 40 |
|
|
2020
Q2 | $5.64M | Buy |
59,909
+826
| +1% | +$77.7K | 1.04% | 35 |
|
|
2020
Q1 | $5.32M | Buy |
59,083
+421
| +0.7% | +$37.9K | 1.19% | 25 |
|
|
2019
Q4 | $8.18M | Buy |
58,662
+3,887
| +7% | +$542K | 1.38% | 12 |
|
|
2019
Q3 | $6.45M | Buy |
54,775
+930
| +2% | +$109K | 1.26% | 20 |
|
|
2019
Q2 | $6.02M | Buy |
53,845
+1,085
| +2% | +$121K | 1.22% | 21 |
|
|
2019
Q1 | $5.34M | Buy |
52,760
+1,950
| +4% | +$197K | 1.13% | 25 |
|
|
2018
Q4 | $4.96M | Sell |
50,810
-197
| -0.4% | -$19.2K | 1.25% | 19 |
|
|
2018
Q3 | $5.76M | Buy |
51,007
+957
| +2% | +$108K | 1.25% | 14 |
|
|
2018
Q2 | $5.22M | Buy |
50,050
+228
| +0.5% | +$23.8K | 1.23% | 14 |
|
|
2018
Q1 | $5.48M | Sell |
49,822
-238
| -0.5% | -$26.2K | 1.36% | 10 |
|
|
2017
Q4 | $5.35M | Buy |
50,060
+681
| +1% | +$72.8K | 1.29% | 14 |
|
|
2017
Q3 | $4.72M | Buy |
49,379
+939
| +2% | +$89.7K | 1.25% | 16 |
|
|
2017
Q2 | $4.43M | Buy |
48,440
+6,683
| +16% | +$611K | 1.22% | 17 |
|
|
2017
Q1 | $3.67M | Buy |
41,757
+30,132
| +259% | +$2.65M | 1.2% | 20 |
|
|
2016
Q4 | $1M | Buy |
11,625
+603
| +5% | +$52K | 0.37% | 77 |
|
|
2016
Q3 | $734K | Hold |
11,022
| – | – | 0.29% | 85 |
|
|
2016
Q2 | $686K | Buy |
11,022
+151
| +1% | +$9.4K | 0.28% | 77 |
|
|
2016
Q1 | $643K | Hold |
10,871
| – | – | 0.24% | 81 |
|
|
2015
Q4 | $718K | Hold |
10,871
| – | – | 0.27% | 77 |
|
|
2015
Q3 | $663K | Sell |
10,871
-6
| -0.1% | -$366 | 0.25% | 82 |
|
|
2015
Q2 | $736K | Hold |
10,877
| – | – | 0.26% | 79 |
|
|
2015
Q1 | $659K | Buy |
10,877
+5,920
| +119% | +$359K | 0.22% | 88 |
|
|
2014
Q4 | $310K | Sell |
4,957
-260
| -5% | -$16.3K | 0.12% | 112 |
|
|
2014
Q3 | $314K | Sell |
5,217
-325
| -6% | -$19.6K | 0.12% | 130 |
|
|
2014
Q2 | $319K | Buy |
5,542
+330
| +6% | +$19K | 0.12% | 128 |
|
|
2014
Q1 | $316K | Buy |
5,212
+325
| +7% | +$19.7K | 0.15% | 120 |
|
|
2013
Q4 | $286K | Buy |
4,887
+25
| +0.5% | +$1.46K | 0.14% | 121 |
|
|
2013
Q3 | $251K | Sell |
4,862
-311
| -6% | -$16.1K | 0.14% | 126 |
|
|
2013
Q2 | $273K | Buy |
+5,173
| New | +$273K | 0.16% | 113 |
|