SSWM
Strait & Sound Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
8,890
-562
| -6% | -$163K | 1.09% | 20 |
|
|
2025
Q1 | $2.32M | Buy |
9,452
+217
| +2% | +$53.2K | 1.08% | 20 |
|
|
2024
Q4 | $2.21M | Sell |
9,235
-22
| -0.2% | -$5.27K | 1.03% | 18 |
|
|
2024
Q3 | $1.95M | Sell |
9,257
-477
| -5% | -$101K | 0.95% | 18 |
|
|
2024
Q2 | $1.97M | Sell |
9,734
-260
| -3% | -$52.6K | 1% | 18 |
|
|
2024
Q1 | $1.95M | Sell |
9,994
-2
| -0% | -$391 | 1.09% | 18 |
|
|
2023
Q4 | $1.67M | Sell |
9,996
-118
| -1% | -$19.7K | 1.04% | 17 |
|
|
2023
Q3 | $1.47M | Buy |
10,114
+2,912
| +40% | +$422K | 1.26% | 16 |
|
|
2023
Q2 | $1.05M | Sell |
7,202
-429
| -6% | -$62.4K | 1.04% | 22 |
|
|
2023
Q1 | $994K | Buy |
7,631
+35
| +0.5% | +$4.56K | 0.99% | 21 |
|
|
2022
Q4 | $1.07M | Buy |
+7,596
| New | +$1.07M | 1.17% | 20 |
|