SSW
Stone Summit Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82M | Sell |
30,424
-343
| -1% | -$99.4K | 2.73% | 4 |
|
|
2025
Q1 | $7.55M | Sell |
30,767
-334
| -1% | -$81.9K | 2.56% | 5 |
|
|
2024
Q4 | $7.46M | Sell |
31,101
-1,088
| -3% | -$261K | 2.5% | 7 |
|
|
2024
Q3 | $6.79M | Sell |
32,189
-992
| -3% | -$209K | 2.19% | 6 |
|
|
2024
Q2 | $6.71M | Sell |
33,181
-868
| -3% | -$176K | 2.41% | 6 |
|
|
2024
Q1 | $6.82M | Sell |
34,049
-1,591
| -4% | -$319K | 2.37% | 6 |
|
|
2023
Q4 | $6.06M | Sell |
35,640
-1,709
| -5% | -$291K | 2.33% | 6 |
|
|
2023
Q3 | $5.42M | Sell |
37,349
-594
| -2% | -$86.1K | 2.32% | 5 |
|
|
2023
Q2 | $5.52M | Sell |
37,943
-163
| -0.4% | -$23.7K | 2.29% | 6 |
|
|
2023
Q1 | $4.97M | Sell |
38,106
-1,370
| -3% | -$179K | 2.21% | 6 |
|
|
2022
Q4 | $5.29M | Buy |
39,476
+3,020
| +8% | +$405K | 2.6% | 6 |
|
|
2022
Q3 | $3.81M | Buy |
36,456
+2,450
| +7% | +$256K | 2.34% | 6 |
|
|
2022
Q2 | $3.83M | Buy |
34,006
+316
| +0.9% | +$35.6K | 2.29% | 6 |
|
|
2022
Q1 | $4.56M | Buy |
33,690
+11,993
| +55% | +$1.62M | 2.55% | 3 |
|
|
2021
Q4 | $3.44M | Buy |
+21,697
| New | +$3.44M | 2.79% | 4 |
|