TWM
Thrive Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
7,203
-26
| -0.4% | -$7.54K | 0.34% | 38 |
|
|
2025
Q1 | $1.77M | Sell |
7,229
-355
| -5% | -$87.1K | 0.34% | 35 |
|
|
2024
Q4 | $1.82M | Sell |
7,584
-57
| -0.7% | -$13.7K | 0.33% | 38 |
|
|
2024
Q3 | $1.61M | Sell |
7,641
-178
| -2% | -$37.5K | 0.3% | 40 |
|
|
2024
Q2 | $1.58M | Sell |
7,819
-35
| -0.4% | -$7.08K | 0.31% | 37 |
|
|
2024
Q1 | $1.57M | Buy |
7,854
+555
| +8% | +$111K | 0.33% | 36 |
|
|
2023
Q4 | $1.24M | Sell |
7,299
-143
| -2% | -$24.3K | 0.28% | 46 |
|
|
2023
Q3 | $1.08M | Buy |
7,442
+386
| +5% | +$56K | 0.29% | 45 |
|
|
2023
Q2 | $1.03M | Buy |
7,056
+356
| +5% | +$51.8K | 0.27% | 46 |
|
|
2023
Q1 | $873K | Buy |
6,700
+1,121
| +20% | +$146K | 0.22% | 57 |
|
|
2022
Q4 | $748K | Sell |
5,579
-242
| -4% | -$32.5K | 0.21% | 58 |
|
|
2022
Q3 | $608K | Buy |
5,821
+528
| +10% | +$55.1K | 0.21% | 69 |
|
|
2022
Q2 | $596K | Buy |
5,293
+863
| +19% | +$97.2K | 0.21% | 64 |
|
|
2022
Q1 | $604K | Buy |
4,430
+283
| +7% | +$38.6K | 0.18% | 63 |
|
|
2021
Q4 | $657K | Buy |
+4,147
| New | +$657K | 0.22% | 53 |
|