SVWAG
Sound View Wealth Advisors Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
63,459
+1,115
| +2% | +$323K | 1.36% | 16 |
|
|
2025
Q1 | $15.3M | Sell |
62,344
-296
| -0.5% | -$72.6K | 1.25% | 19 |
|
|
2024
Q4 | $15M | Sell |
62,640
-1,111
| -2% | -$266K | 1.21% | 21 |
|
|
2024
Q3 | $13.4M | Buy |
63,751
+7,624
| +14% | +$1.61M | 1.1% | 25 |
|
|
2024
Q2 | $11.4M | Sell |
56,127
-276
| -0.5% | -$55.8K | 1.17% | 22 |
|
|
2024
Q1 | $11.3M | Sell |
56,403
-6,548
| -10% | -$1.31M | 1.2% | 21 |
|
|
2023
Q4 | $10.7M | Buy |
62,951
+356
| +0.6% | +$60.6K | 1.18% | 20 |
|
|
2023
Q3 | $9.08M | Buy |
62,595
+3,902
| +7% | +$566K | 1.13% | 21 |
|
|
2023
Q2 | $8.54M | Sell |
58,693
-1,919
| -3% | -$279K | 1.12% | 21 |
|
|
2023
Q1 | $7.9M | Sell |
60,612
-2,339
| -4% | -$305K | 1.08% | 19 |
|
|
2022
Q4 | $10.7M | Buy |
62,951
+16,594
| +36% | +$2.82M | 1.18% | 20 |
|
|
2022
Q3 | $4.84M | Sell |
46,357
-2,789
| -6% | -$291K | 1.09% | 23 |
|
|
2022
Q2 | $5.53M | Buy |
49,146
+1,815
| +4% | +$204K | 1.16% | 23 |
|
|
2022
Q1 | $6.45M | Buy |
47,331
+1,776
| +4% | +$242K | 1.23% | 21 |
|
|
2021
Q4 | $7.21M | Buy |
45,555
+1,572
| +4% | +$249K | 1.36% | 16 |
|
|
2021
Q3 | $7.2M | Sell |
43,983
-365
| -0.8% | -$59.8K | 1.5% | 15 |
|
|
2021
Q2 | $6.9M | Sell |
44,348
-2,971
| -6% | -$462K | 1.45% | 15 |
|
|
2021
Q1 | $7.2M | Buy |
47,319
+2,969
| +7% | +$452K | 1.68% | 13 |
|
|
2020
Q4 | $5.64M | Sell |
44,350
-69
| -0.2% | -$8.77K | 1.38% | 16 |
|
|
2020
Q3 | $4.28M | Sell |
44,419
-3,798
| -8% | -$366K | 1.13% | 26 |
|
|
2020
Q2 | $4.54M | Buy |
48,217
+2,551
| +6% | +$240K | 1.28% | 20 |
|
|
2020
Q1 | $4.11M | Buy |
45,666
+1,981
| +5% | +$178K | 1.42% | 19 |
|
|
2019
Q4 | $6.09M | Sell |
43,685
-1,611
| -4% | -$225K | 1.72% | 8 |
|
|
2019
Q3 | $5.33M | Sell |
45,296
-1,407
| -3% | -$166K | 1.59% | 11 |
|
|
2019
Q2 | $5.22M | Buy |
+46,703
| New | +$5.22M | 1.54% | 12 |
|