SPW
Sonoma Private Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
2,717
-31
| -1% | -$8.99K | 0.97% | 27 |
|
|
2025
Q1 | $674K | Buy |
2,748
+1,010
| +58% | +$248K | 0.93% | 32 |
|
|
2024
Q4 | $417K | Buy |
1,738
+128
| +8% | +$30.7K | 0.67% | 51 |
|
|
2024
Q3 | $339K | Buy |
1,610
+70
| +5% | +$14.8K | 0.53% | 67 |
|
|
2024
Q2 | $311K | Buy |
1,540
+204
| +15% | +$41.3K | 0.51% | 66 |
|
|
2024
Q1 | $268K | Sell |
1,336
-264
| -17% | -$52.9K | 0.43% | 76 |
|
|
2023
Q4 | $272K | Sell |
1,600
-79
| -5% | -$13.4K | 0.45% | 66 |
|
|
2023
Q3 | $243K | Hold |
1,679
| – | – | 0.44% | 67 |
|
|
2023
Q2 | $244K | Buy |
+1,679
| New | +$244K | 0.43% | 70 |
|
|
2023
Q1 | – | Sell |
-1,497
| Closed | -$201K | – | 77 |
|
|
2022
Q4 | $201K | Buy |
+1,497
| New | +$201K | 0.44% | 65 |
|