SWM
Selective Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
2,268
-98
| -4% | -$27.7K | 0.23% | 47 |
|
|
2025
Q1 | $559K | Buy |
2,366
+17
| +0.7% | +$4.02K | 0.24% | 52 |
|
|
2024
Q4 | $581K | Buy |
2,349
+2
| +0.1% | +$495 | 0.24% | 53 |
|
|
2024
Q3 | $495K | Sell |
2,347
-502
| -18% | -$106K | 0.21% | 59 |
|
|
2024
Q2 | $592K | Sell |
2,849
-32
| -1% | -$6.65K | 0.26% | 53 |
|
|
2024
Q1 | $563K | Sell |
2,881
-98
| -3% | -$19.2K | 0.24% | 56 |
|
|
2023
Q4 | $511K | Sell |
2,979
-454
| -13% | -$77.8K | 0.26% | 45 |
|
|
2023
Q3 | $492K | Sell |
3,433
-402
| -10% | -$57.6K | 0.27% | 42 |
|
|
2023
Q2 | $557K | Buy |
+3,835
| New | +$557K | 0.28% | 45 |
|
|
2022
Q4 | $643K | Sell |
4,763
-2,060
| -30% | -$278K | 0.34% | 44 |
|
|
2022
Q3 | $713K | Sell |
6,823
-5,404
| -44% | -$565K | 0.31% | 47 |
|
|
2022
Q2 | $1.38M | Sell |
12,227
-173
| -1% | -$19.5K | 0.49% | 36 |
|
|
2022
Q1 | $1.69M | Sell |
12,400
-2,472
| -17% | -$337K | 0.61% | 27 |
|
|
2021
Q4 | $2.36M | Sell |
14,872
-611
| -4% | -$96.8K | 0.96% | 21 |
|
|
2021
Q3 | $2.53M | Sell |
15,483
-7,880
| -34% | -$1.29M | 1.34% | 17 |
|
|
2021
Q2 | $3.63M | Sell |
23,363
-4,531
| -16% | -$705K | 2.9% | 6 |
|
|
2021
Q1 | $4.25M | Sell |
27,894
-3,699
| -12% | -$563K | 3.86% | 6 |
|
|
2020
Q4 | $4.02M | Buy |
31,593
+3,001
| +10% | +$381K | 2.59% | 11 |
|
|
2020
Q3 | $2.75M | Buy |
28,592
+212
| +0.7% | +$20.4K | 2.16% | 12 |
|
|
2020
Q2 | $2.67M | Buy |
28,380
+27,924
| +6,124% | +$2.63M | 2.21% | 11 |
|
|
2020
Q1 | $41K | Hold |
456
| – | – | 0.06% | 70 |
|
|
2019
Q4 | $64K | Buy |
456
+1
| +0.2% | +$140 | 0.08% | 64 |
|
|
2019
Q3 | $54K | Buy |
+455
| New | +$54K | 0.07% | 75 |
|