SWM
Sendero Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
5,659
+57
| +1% | +$16.5K | 0.2% | 74 |
|
|
2025
Q1 | $1.37M | Sell |
5,602
-117
| -2% | -$28.7K | 0.19% | 74 |
|
|
2024
Q4 | $1.37M | Hold |
5,719
| – | – | 0.2% | 72 |
|
|
2024
Q3 | $1.21M | Hold |
5,719
| – | – | 0.19% | 69 |
|
|
2024
Q2 | $1.16M | Sell |
5,719
-549
| -9% | -$111K | 0.19% | 70 |
|
|
2024
Q1 | $1.26M | Buy |
6,268
+457
| +8% | +$91.5K | 0.22% | 68 |
|
|
2023
Q4 | $988K | Buy |
5,811
+62
| +1% | +$10.5K | 0.19% | 78 |
|
|
2023
Q3 | $834K | Hold |
5,749
| – | – | 0.18% | 80 |
|
|
2023
Q2 | $836K | Buy |
+5,749
| New | +$836K | 0.18% | 87 |
|
|
2022
Q3 | – | Sell |
-2,921
| Closed | -$329K | – | 105 |
|
|
2022
Q2 | $329K | Sell |
2,921
-805
| -22% | -$90.7K | 0.32% | 72 |
|
|
2022
Q1 | $508K | Sell |
3,726
-85,240
| -96% | -$11.6M | 0.23% | 50 |
|
|
2021
Q4 | $714K | Buy |
+88,966
| New | +$714K | 0.32% | 42 |
|