XWM
Xcel Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
43,109
-207
| -0.5% | -$60K | 3.56% | 5 |
|
|
2025
Q1 | $10.6M | Sell |
43,316
-8,867
| -17% | -$2.18M | 3.31% | 8 |
|
|
2024
Q4 | $12.5M | Sell |
52,183
-1,010
| -2% | -$242K | 3.47% | 6 |
|
|
2024
Q3 | $11.2M | Sell |
53,193
-2,232
| -4% | -$471K | 3.28% | 7 |
|
|
2024
Q2 | $11.2M | Sell |
55,425
-6,085
| -10% | -$1.23M | 3.51% | 7 |
|
|
2024
Q1 | $12.3M | Sell |
61,510
-2,743
| -4% | -$549K | 3.85% | 5 |
|
|
2023
Q4 | $10.9M | Sell |
64,253
-685
| -1% | -$117K | 3.83% | 5 |
|
|
2023
Q3 | $9.42M | Sell |
64,938
-3,475
| -5% | -$504K | 3.72% | 4 |
|
|
2023
Q2 | $9.95M | Sell |
68,413
-425
| -0.6% | -$61.8K | 3.14% | 8 |
|
|
2023
Q1 | $8.97M | Sell |
68,838
-199
| -0.3% | -$25.9K | 3.16% | 9 |
|
|
2022
Q4 | $9.26M | Sell |
69,037
-5,175
| -7% | -$694K | 3.65% | 6 |
|
|
2022
Q3 | $7.76M | Buy |
74,212
+8,929
| +14% | +$933K | 2.89% | 9 |
|
|
2022
Q2 | $7.35M | Buy |
65,283
+1,345
| +2% | +$151K | 2.68% | 9 |
|
|
2022
Q1 | $8.72M | Buy |
63,938
+7,325
| +13% | +$999K | 2.39% | 13 |
|
|
2021
Q4 | $8.97M | Buy |
56,613
+155
| +0.3% | +$24.5K | 2.3% | 11 |
|
|
2021
Q3 | $9.24M | Buy |
56,458
+722
| +1% | +$118K | 2.68% | 8 |
|
|
2021
Q2 | $8.67M | Sell |
55,736
-59
| -0.1% | -$9.18K | 2.62% | 11 |
|
|
2021
Q1 | $8.49M | Buy |
55,795
+1,596
| +3% | +$243K | 3.03% | 7 |
|
|
2020
Q4 | $6.89M | Sell |
54,199
-884
| -2% | -$112K | 2.97% | 8 |
|
|
2020
Q3 | $5.3M | Buy |
55,083
+4,350
| +9% | +$419K | 2.73% | 9 |
|
|
2020
Q2 | $4.77M | Buy |
50,733
+3,885
| +8% | +$365K | 2.96% | 10 |
|
|
2020
Q1 | $4.22M | Sell |
46,848
-5,387
| -10% | -$485K | 3.8% | 6 |
|
|
2019
Q4 | $7.28M | Sell |
52,235
-52
| -0.1% | -$7.25K | 6.05% | 2 |
|
|
2019
Q3 | $6.15M | Sell |
52,287
-635
| -1% | -$74.7K | 5.7% | 2 |
|
|
2019
Q2 | $5.92M | Buy |
52,922
+765
| +1% | +$85.5K | 5.8% | 2 |
|
|
2019
Q1 | $5.28M | Sell |
52,157
-2,566
| -5% | -$260K | 5.44% | 2 |
|
|
2018
Q4 | $5.34M | Buy |
+54,723
| New | +$5.34M | 6.53% | 1 |
|