SWM
Spire Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
66,519
-32,643
| -33% | -$9.34M | 0.68% | 33 |
|
|
2025
Q1 | $24.3M | Buy |
99,162
+4,102
| +4% | +$1.01M | 0.78% | 24 |
|
|
2024
Q4 | $22.8M | Buy |
95,060
+911
| +1% | +$218K | 0.71% | 26 |
|
|
2024
Q3 | $19.9M | Sell |
94,149
-4,332
| -4% | -$913K | 0.67% | 32 |
|
|
2024
Q2 | $19.9M | Sell |
98,481
-10,466
| -10% | -$2.11M | 0.7% | 29 |
|
|
2024
Q1 | $39.2M | Buy |
108,947
+2,643
| +2% | +$952K | 0.71% | 32 |
|
|
2023
Q4 | $18.1M | Buy |
106,304
+6,591
| +7% | +$1.12M | 0.6% | 32 |
|
|
2023
Q3 | $14.5M | Buy |
99,713
+50,176
| +101% | +$7.28M | 0.55% | 39 |
|
|
2023
Q2 | $7.2M | Sell |
49,537
-9,831
| -17% | -$1.43M | 0.27% | 78 |
|
|
2023
Q1 | $7.74M | Buy |
59,368
+19,772
| +50% | +$2.58M | 0.3% | 72 |
|
|
2022
Q4 | $5.31M | Buy |
39,596
+6,983
| +21% | +$936K | 0.3% | 79 |
|
|
2022
Q3 | $3.41M | Sell |
32,613
-28,566
| -47% | -$2.99M | 0.21% | 104 |
|
|
2022
Q2 | $6.89M | Sell |
61,179
-25,323
| -29% | -$2.85M | 0.28% | 94 |
|
|
2022
Q1 | $11.8M | Sell |
86,502
-142,424
| -62% | -$19.4M | 0.32% | 81 |
|
|
2021
Q4 | $36.3M | Buy |
228,926
+28,233
| +14% | +$4.47M | 0.8% | 18 |
|
|
2021
Q3 | $33.1M | Buy |
200,693
+4,500
| +2% | +$742K | 0.88% | 15 |
|
|
2021
Q2 | $30.6M | Sell |
196,193
-28,225
| -13% | -$4.4M | 0.83% | 18 |
|
|
2021
Q1 | $34M | Buy |
+224,418
| New | +$34M | 0.9% | 14 |
|