SWM
Stockman Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
72,299
+132
| +0.2% | +$38.3K | 2.85% | 8 |
|
|
2025
Q1 | $17.7M | Sell |
72,167
-2,933
| -4% | -$719K | 2.62% | 9 |
|
|
2024
Q4 | $18M | Sell |
75,100
-805
| -1% | -$193K | 2.82% | 7 |
|
|
2024
Q3 | $16M | Sell |
75,905
-508
| -0.7% | -$107K | 2.49% | 9 |
|
|
2024
Q2 | $15.5M | Sell |
76,413
-1,543
| -2% | -$312K | 2.71% | 7 |
|
|
2024
Q1 | $15.6M | Sell |
77,956
-3,957
| -5% | -$793K | 2.76% | 7 |
|
|
2023
Q4 | $13.9M | Sell |
81,913
-156
| -0.2% | -$26.5K | 2.78% | 7 |
|
|
2023
Q3 | $11.9M | Sell |
82,069
-3,049
| -4% | -$442K | 2.62% | 8 |
|
|
2023
Q2 | $12.4M | Buy |
85,118
+111
| +0.1% | +$16.1K | 2.66% | 8 |
|
|
2023
Q1 | $11.1M | Sell |
85,007
-2,145
| -2% | -$280K | 2.48% | 9 |
|
|
2022
Q4 | $11.7M | Sell |
87,152
-3,050
| -3% | -$409K | 2.68% | 6 |
|
|
2022
Q3 | $9.43M | Buy |
90,202
+8,482
| +10% | +$886K | 2.55% | 6 |
|
|
2022
Q2 | $9.2M | Buy |
81,720
+9,448
| +13% | +$1.06M | 2.35% | 10 |
|
|
2022
Q1 | $9.85M | Buy |
72,272
+6,492
| +10% | +$885K | 2.04% | 10 |
|
|
2021
Q4 | $10.4M | Sell |
65,780
-348
| -0.5% | -$55.1K | 2.13% | 6 |
|
|
2021
Q3 | $10.8M | Buy |
66,128
+1,034
| +2% | +$169K | 2.41% | 5 |
|
|
2021
Q2 | $10.1M | Buy |
65,094
+1,793
| +3% | +$279K | 2.42% | 5 |
|
|
2021
Q1 | $9.64M | Sell |
63,301
-2,584
| -4% | -$393K | 2.68% | 4 |
|
|
2020
Q4 | $8.37M | Sell |
65,885
-465
| -0.7% | -$59.1K | 2.57% | 5 |
|
|
2020
Q3 | $6.39M | Buy |
66,350
+7,055
| +12% | +$679K | 2.33% | 7 |
|
|
2020
Q2 | $5.58M | Buy |
59,295
+5,840
| +11% | +$549K | 2.09% | 9 |
|
|
2020
Q1 | $4.81M | Buy |
53,455
+5,638
| +12% | +$508K | 2.13% | 11 |
|
|
2019
Q4 | $6.67M | Sell |
47,817
-1,713
| -3% | -$239K | 2.37% | 9 |
|
|
2019
Q3 | $5.83M | Buy |
49,530
+3,749
| +8% | +$441K | 2.23% | 11 |
|
|
2019
Q2 | $5.12M | Buy |
45,781
+521
| +1% | +$58.2K | 2.09% | 15 |
|
|
2019
Q1 | $4.58M | Buy |
45,260
+2,528
| +6% | +$256K | 2% | 14 |
|
|
2018
Q4 | $4.17M | Buy |
42,732
+1,131
| +3% | +$110K | 1.99% | 16 |
|
|
2018
Q3 | $4.69M | Sell |
41,601
-287
| -0.7% | -$32.4K | 2.02% | 15 |
|
|
2018
Q2 | $4.37M | Buy |
41,888
+505
| +1% | +$52.6K | 2% | 16 |
|
|
2018
Q1 | $4.55M | Sell |
41,383
-441
| -1% | -$48.5K | 2.08% | 13 |
|
|
2017
Q4 | $4.47M | Sell |
41,824
-1,087
| -3% | -$116K | 2.01% | 14 |
|
|
2017
Q3 | $4.1M | Buy |
42,911
+34,952
| +439% | +$3.34M | 1.96% | 15 |
|
|
2017
Q2 | $727K | Sell |
7,959
-31,115
| -80% | -$2.84M | 0.73% | 51 |
|
|
2017
Q1 | $3.43M | Buy |
39,074
+2,904
| +8% | +$255K | 1.95% | 16 |
|
|
2016
Q4 | $3.12M | Sell |
36,170
-492
| -1% | -$42.5K | 1.9% | 16 |
|
|
2016
Q3 | $2.44M | Buy |
36,662
+1,821
| +5% | +$121K | 1.51% | 23 |
|
|
2016
Q2 | $2.17M | Buy |
34,841
+757
| +2% | +$47K | 1.69% | 29 |
|
|
2016
Q1 | $2.02M | Buy |
34,084
+1,460
| +4% | +$86.4K | 1.6% | 26 |
|
|
2015
Q4 | $2.15M | Buy |
32,624
+2,057
| +7% | +$136K | 1.74% | 20 |
|
|
2015
Q3 | $1.86M | Buy |
30,567
+686
| +2% | +$41.8K | 1.61% | 23 |
|
|
2015
Q2 | $2.03M | Buy |
29,881
+571
| +2% | +$38.7K | 1.72% | 18 |
|
|
2015
Q1 | $1.78M | Buy |
29,310
+1,186
| +4% | +$71.9K | 1.52% | 23 |
|
|
2014
Q4 | $1.76M | Buy |
+28,124
| New | +$1.76M | 1.5% | 26 |
|