SWM
Sugarloaf Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.53M | Sell |
18,886
-2,958
| -14% | -$709K | 0.86% | 19 |
|
|
2024
Q3 | $4.61M | Buy |
21,844
+170
| +0.8% | +$35.8K | 0.87% | 18 |
|
|
2024
Q2 | $4.38M | Sell |
21,674
-8
| -0% | -$1.62K | 0.89% | 18 |
|
|
2024
Q1 | $4.34M | Buy |
21,682
+534
| +3% | +$107K | 0.9% | 16 |
|
|
2023
Q4 | $3.6M | Buy |
21,148
+597
| +3% | +$102K | 0.87% | 15 |
|
|
2023
Q3 | $2.98M | Sell |
20,551
-196
| -0.9% | -$28.4K | 0.75% | 20 |
|
|
2023
Q2 | $3.02M | Buy |
20,747
+641
| +3% | +$93.2K | 0.71% | 19 |
|
|
2023
Q1 | $2.62M | Buy |
20,106
+510
| +3% | +$66.5K | 0.64% | 21 |
|
|
2022
Q4 | $2.63M | Sell |
19,596
-1,692
| -8% | -$227K | 0.66% | 18 |
|
|
2022
Q3 | $2.23M | Buy |
21,288
+947
| +5% | +$99K | 0.57% | 27 |
|
|
2022
Q2 | $2.29M | Buy |
20,341
+2,438
| +14% | +$275K | 0.57% | 26 |
|
|
2022
Q1 | $2.46M | Buy |
17,903
+2,116
| +13% | +$291K | 0.58% | 27 |
|
|
2021
Q4 | $2.5M | Buy |
15,787
+952
| +6% | +$151K | 0.59% | 27 |
|
|
2021
Q3 | $2.43M | Buy |
14,835
+310
| +2% | +$50.7K | 0.64% | 22 |
|
|
2021
Q2 | $2.26M | Buy |
14,525
+1,057
| +8% | +$165K | 0.62% | 23 |
|
|
2021
Q1 | $2.04K | Sell |
13,468
-1,002
| -7% | -$152 | 0.61% | 24 |
|
|
2020
Q4 | $1.82M | Buy |
14,470
+619
| +4% | +$77.9K | 0.61% | 25 |
|
|
2020
Q3 | $1.34M | Buy |
13,851
+850
| +7% | +$82.2K | 0.49% | 32 |
|
|
2020
Q2 | $1.22M | Buy |
13,001
+804
| +7% | +$75.6K | 0.47% | 34 |
|
|
2020
Q1 | $1.1M | Buy |
12,197
+4,180
| +52% | +$376K | 0.49% | 28 |
|
|
2019
Q4 | $1.12M | Buy |
+8,017
| New | +$1.12M | 0.48% | 37 |
|