SWMP
Signature Wealth Management Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
13,397
+817
| +6% | +$237K | 2.22% | 11 |
|
|
2025
Q1 | $3.09M | Sell |
12,580
-270
| -2% | -$66.2K | 2.02% | 11 |
|
|
2024
Q4 | $3.08M | Buy |
12,850
+80
| +0.6% | +$19.2K | 2.12% | 11 |
|
|
2024
Q3 | $2.69M | Sell |
12,770
-983
| -7% | -$207K | 1.95% | 11 |
|
|
2024
Q2 | $2.78M | Sell |
13,753
-61
| -0.4% | -$12.3K | 2.11% | 11 |
|
|
2024
Q1 | $2.77M | Sell |
13,814
-6,442
| -32% | -$1.29M | 2.25% | 10 |
|
|
2023
Q4 | $3.45M | Sell |
20,256
-3
| -0% | -$510 | 3.02% | 8 |
|
|
2023
Q3 | $2.94M | Buy |
20,259
+536
| +3% | +$77.7K | 2.87% | 9 |
|
|
2023
Q2 | $2.87M | Buy |
19,723
+464
| +2% | +$67.5K | 2.66% | 10 |
|
|
2023
Q1 | $2.51M | Sell |
19,259
-2,136
| -10% | -$278K | 2.33% | 9 |
|
|
2022
Q4 | $2.87M | Buy |
21,395
+30
| +0.1% | +$4.02K | 2.83% | 7 |
|
|
2022
Q3 | $2.23M | Buy |
21,365
+12
| +0.1% | +$1.25K | 2.46% | 10 |
|
|
2022
Q2 | $2.41M | Buy |
21,353
+707
| +3% | +$79.6K | 2.46% | 9 |
|
|
2022
Q1 | $2.81M | Buy |
20,646
+1,138
| +6% | +$155K | 2.4% | 9 |
|
|
2021
Q4 | $3.09M | Buy |
19,508
+2
| +0% | +$317 | 2.62% | 9 |
|
|
2021
Q3 | $3.19M | Buy |
19,506
+203
| +1% | +$33.2K | 2.89% | 7 |
|
|
2021
Q2 | $3M | Sell |
19,303
-2,459
| -11% | -$382K | 2.73% | 7 |
|
|
2021
Q1 | $3.31M | Buy |
21,762
+6,165
| +40% | +$939K | 3.18% | 7 |
|
|
2020
Q4 | $1.98M | Buy |
+15,597
| New | +$1.98M | 1.98% | 13 |
|