SWP
Strategic Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
+62,161
| New | +$18M | 1.42% | 13 |
|
|
2024
Q4 | $16.4M | Buy |
59,329
+7,143
| +14% | +$1.97M | 1.36% | 13 |
|
|
2024
Q3 | $11M | Buy |
52,186
+3,064
| +6% | +$646K | 1.06% | 19 |
|
|
2024
Q2 | $9.94M | Sell |
49,122
-5,282
| -10% | -$1.07M | 1.04% | 20 |
|
|
2024
Q1 | $10.9M | Buy |
54,404
+2,698
| +5% | +$540K | 1.2% | 15 |
|
|
2023
Q4 | $8.8M | Buy |
51,706
+8,387
| +19% | +$1.43M | 1.08% | 16 |
|
|
2023
Q3 | $6.28M | Buy |
43,319
+630
| +1% | +$91.4K | 0.83% | 25 |
|
|
2023
Q2 | $6.21M | Buy |
42,689
+417
| +1% | +$60.6K | 0.8% | 23 |
|
|
2023
Q1 | $5.51M | Buy |
42,272
+783
| +2% | +$102K | 0.85% | 23 |
|
|
2022
Q4 | $5.56M | Buy |
41,489
+3,679
| +10% | +$493K | 1.03% | 17 |
|
|
2022
Q3 | $3.95M | Buy |
37,810
+1,064
| +3% | +$111K | 0.84% | 27 |
|
|
2022
Q2 | $4.14M | Buy |
36,746
+1,056
| +3% | +$119K | 0.89% | 25 |
|
|
2022
Q1 | $4.87M | Buy |
35,690
+3,872
| +12% | +$528K | 0.95% | 21 |
|
|
2021
Q4 | $5.04M | Buy |
31,818
+1,987
| +7% | +$315K | 0.96% | 22 |
|
|
2021
Q3 | $4.88M | Buy |
29,831
+5,297
| +22% | +$867K | 1.43% | 13 |
|
|
2021
Q2 | $3.82M | Buy |
24,534
+3,861
| +19% | +$601K | 1.25% | 14 |
|
|
2021
Q1 | $3.15M | Buy |
20,673
+627
| +3% | +$95.4K | 1.26% | 13 |
|
|
2020
Q4 | $2.55M | Buy |
20,046
+817
| +4% | +$104K | 1.07% | 20 |
|
|
2020
Q3 | $1.85M | Sell |
19,229
-1,983
| -9% | -$191K | 0.94% | 19 |
|
|
2020
Q2 | $2M | Buy |
21,212
+5,731
| +37% | +$539K | 1.03% | 19 |
|
|
2020
Q1 | $2.16M | Hold |
15,481
| – | – | 1.12% | 19 |
|
|
2019
Q4 | $2.16M | Sell |
15,481
-981
| -6% | -$137K | 1.12% | 19 |
|
|
2019
Q3 | $191K | Buy |
16,462
+10,640
| +183% | +$124K | 0.98% | 31 |
|
|
2019
Q2 | $652K | Sell |
5,822
-184
| -3% | -$20.6K | 0.31% | 84 |
|
|
2019
Q1 | $626K | Buy |
6,006
+1,111
| +23% | +$116K | 0.29% | 89 |
|
|
2018
Q4 | $495K | Buy |
4,895
+316
| +7% | +$32K | 0.25% | 93 |
|
|
2018
Q3 | $517K | Buy |
4,579
+207
| +5% | +$23.4K | 0.28% | 91 |
|
|
2018
Q2 | $456K | Buy |
4,372
+425
| +11% | +$44.3K | 0.26% | 95 |
|
|
2018
Q1 | $434K | Sell |
3,947
-6,403
| -62% | -$704K | 0.22% | 122 |
|
|
2017
Q4 | $1.01M | Buy |
+10,350
| New | +$1.01M | 0.56% | 61 |
|