SWM
SilverOak Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,576
+574
| +19% | +$166K | 0.19% | 47 |
|
|
2025
Q1 | $736K | Hold |
3,002
| – | – | 0.16% | 47 |
|
|
2024
Q4 | $720K | Buy |
3,002
+15
| +0.5% | +$3.6K | 0.15% | 50 |
|
|
2024
Q3 | $630K | Hold |
2,987
| – | – | 0.14% | 54 |
|
|
2024
Q2 | $604K | Buy |
2,987
+620
| +26% | +$125K | 0.15% | 51 |
|
|
2024
Q1 | $474K | Sell |
2,367
-19
| -0.8% | -$3.81K | 0.12% | 58 |
|
|
2023
Q4 | $406K | Buy |
+2,386
| New | +$406K | 0.11% | 59 |
|