SHWM
Silicon Hills Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.4M | Buy |
9,614
+200
| +2% | +$29.1K | 0.79% | 28 |
|
|
2023
Q1 | $1.23M | Buy |
9,414
+989
| +12% | +$129K | 0.74% | 28 |
|
|
2022
Q4 | $1.13M | Hold |
8,425
| – | – | 0.84% | 30 |
|
|
2022
Q3 | $880K | Hold |
8,425
| – | – | 0.7% | 31 |
|
|
2022
Q2 | $949K | Sell |
8,425
-74
| -0.9% | -$8.34K | 0.69% | 33 |
|
|
2022
Q1 | $1.16M | Hold |
8,499
| – | – | 0.74% | 31 |
|
|
2021
Q4 | $1.35M | Hold |
8,499
| – | – | 0.83% | 33 |
|
|
2021
Q3 | $1.39M | Buy |
8,499
+69
| +0.8% | +$11.3K | 0.95% | 26 |
|
|
2021
Q2 | $1.31M | Buy |
8,430
+120
| +1% | +$18.7K | 1.02% | 35 |
|
|
2021
Q1 | $1.27M | Hold |
8,310
| – | – | 1.14% | 25 |
|
|
2020
Q4 | $1.06M | Sell |
8,310
-60
| -0.7% | -$7.63K | 0.96% | 29 |
|
|
2020
Q3 | $806K | Hold |
8,370
| – | – | 0.83% | 31 |
|
|
2020
Q2 | $787K | Hold |
8,370
| – | – | 0.94% | 29 |
|
|
2020
Q1 | $754K | Buy |
8,370
+8,360
| +83,600% | +$753K | 1% | 29 |
|
|
2019
Q4 | $1.2K | Buy |
+10
| New | +$1.2K | 0.92% | 23 |
|