WJWM
Williams Jones Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166M | Sell |
572,275
-6,262
| -1% | -$1.82M | 1.98% | 12 |
|
|
2025
Q1 | $142M | Buy |
578,537
+3,713
| +0.6% | +$911K | 1.81% | 14 |
|
|
2024
Q4 | $138M | Sell |
574,824
-3,017
| -0.5% | -$723K | 1.66% | 15 |
|
|
2024
Q3 | $122M | Sell |
577,841
-1,186
| -0.2% | -$250K | 1.43% | 23 |
|
|
2024
Q2 | $117M | Buy |
579,027
+934
| +0.2% | +$189K | 1.45% | 20 |
|
|
2024
Q1 | $116M | Sell |
578,093
-7,003
| -1% | -$1.4M | 1.47% | 23 |
|
|
2023
Q4 | $99.5M | Sell |
585,096
-32,966
| -5% | -$5.61M | 1.39% | 23 |
|
|
2023
Q3 | $89.6M | Sell |
618,062
-17,547
| -3% | -$2.54M | 1.38% | 25 |
|
|
2023
Q2 | $92.4M | Sell |
635,609
-8,233
| -1% | -$1.2M | 1.38% | 24 |
|
|
2023
Q1 | $83.9M | Buy |
643,842
+35,103
| +6% | +$4.57M | 1.31% | 26 |
|
|
2022
Q4 | $81.6M | Sell |
608,739
-5,993
| -1% | -$804K | 1.37% | 26 |
|
|
2022
Q3 | $64.2M | Buy |
614,732
+662
| +0.1% | +$69.2K | 1.12% | 29 |
|
|
2022
Q2 | $69.2M | Buy |
614,070
+1,626
| +0.3% | +$183K | 1.12% | 29 |
|
|
2022
Q1 | $83.5M | Sell |
612,444
-1,521
| -0.2% | -$207K | 1.16% | 29 |
|
|
2021
Q4 | $97.2M | Buy |
613,965
+21,102
| +4% | +$3.34M | 1.21% | 28 |
|
|
2021
Q3 | $97M | Sell |
592,863
-465
| -0.1% | -$76.1K | 1.36% | 24 |
|
|
2021
Q2 | $92.3M | Buy |
593,328
+8,647
| +1% | +$1.34M | 1.29% | 26 |
|
|
2021
Q1 | $89M | Buy |
584,681
+6,359
| +1% | +$968K | 1.39% | 24 |
|
|
2020
Q4 | $73.5M | Buy |
578,322
+11,153
| +2% | +$1.42M | 1.2% | 29 |
|
|
2020
Q3 | $54.6M | Sell |
567,169
-3,050
| -0.5% | -$294K | 1.01% | 32 |
|
|
2020
Q2 | $53.6M | Buy |
570,219
+22,688
| +4% | +$2.13M | 1.1% | 31 |
|
|
2020
Q1 | $49.3M | Sell |
547,531
-11,478
| -2% | -$1.03M | 1.29% | 27 |
|
|
2019
Q4 | $77.9M | Buy |
559,009
+22,295
| +4% | +$3.11M | 1.49% | 23 |
|
|
2019
Q3 | $63.2M | Buy |
+536,714
| New | +$63.2M | 1.3% | 27 |
|