SWMG
Signature Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
2,062
-151
| -7% | -$43.8K | 0.24% | 81 |
|
|
2025
Q1 | $543K | Sell |
2,213
-86
| -4% | -$21.1K | 0.21% | 87 |
|
|
2024
Q4 | $551K | Buy |
2,299
+415
| +22% | +$99.5K | 0.22% | 83 |
|
|
2024
Q3 | $397K | Sell |
1,884
-210
| -10% | -$44.3K | 0.16% | 87 |
|
|
2024
Q2 | $424K | Buy |
2,094
+14
| +0.7% | +$2.83K | 0.19% | 85 |
|
|
2024
Q1 | $386K | Sell |
2,080
-23,648
| -92% | -$4.39M | 0.18% | 87 |
|
|
2023
Q4 | $4.38M | Buy |
+25,728
| New | +$4.38M | 2.02% | 12 |
|
|
2023
Q2 | $3.98M | Sell |
27,337
-148
| -0.5% | -$21.5K | 1.85% | 15 |
|
|
2023
Q1 | $3.58M | Buy |
27,485
+257
| +0.9% | +$33.5K | 1.7% | 27 |
|
|
2022
Q4 | $3.65M | Buy |
27,228
+11,331
| +71% | +$1.52M | 1.79% | 25 |
|
|
2022
Q3 | $1.66M | Buy |
15,897
+623
| +4% | +$65.1K | 0.84% | 50 |
|
|
2022
Q2 | $1.72M | Buy |
+15,274
| New | +$1.72M | 0.84% | 55 |
|
|
2018
Q4 | – | Sell |
-718
| Closed | -$75K | – | 187 |
|
|
2018
Q3 | $75K | Sell |
718
-10
| -1% | -$1.05K | 0.06% | 92 |
|
|
2018
Q2 | $76K | Hold |
728
| – | – | 0.06% | 90 |
|
|
2018
Q1 | $80K | Buy |
728
+70
| +11% | +$7.69K | 0.06% | 83 |
|
|
2017
Q4 | $70K | Buy |
+658
| New | +$70K | 0.05% | 86 |
|