4WM
44 Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
11,069
+9
| +0.1% | +$2.61K | 1.14% | 11 |
|
|
2025
Q1 | $2.71M | Sell |
11,060
-24
| -0.2% | -$5.89K | 1.02% | 24 |
|
|
2024
Q4 | $2.66M | Sell |
11,084
-568
| -5% | -$136K | 1.02% | 22 |
|
|
2024
Q3 | $2.6M | Buy |
+11,652
| New | +$2.6M | 0.92% | 27 |
|
|
2023
Q2 | $1.55M | Sell |
10,679
-1,005
| -9% | -$146K | 0.53% | 51 |
|
|
2023
Q1 | $1.52M | Sell |
11,684
-1,130
| -9% | -$147K | 0.52% | 50 |
|
|
2022
Q4 | $1.72M | Buy |
12,814
+1,155
| +10% | +$155K | 0.59% | 46 |
|
|
2022
Q3 | $1.22M | Sell |
11,659
-4
| -0% | -$418 | 0.5% | 53 |
|
|
2022
Q2 | $1.31M | Buy |
11,663
+1,746
| +18% | +$197K | 0.51% | 52 |
|
|
2022
Q1 | $1.35M | Sell |
9,917
-4,731
| -32% | -$645K | 0.49% | 57 |
|
|
2021
Q4 | $2.32M | Sell |
14,648
-1,325
| -8% | -$210K | 0.81% | 32 |
|
|
2021
Q3 | $2.62M | Sell |
15,973
-38
| -0.2% | -$6.22K | 1% | 24 |
|
|
2021
Q2 | $2.49M | Sell |
16,011
-766
| -5% | -$119K | 0.96% | 23 |
|
|
2021
Q1 | $2.55M | Sell |
16,777
-779
| -4% | -$119K | 1.07% | 22 |
|
|
2020
Q4 | $2.23M | Buy |
+17,556
| New | +$2.23M | 1.02% | 24 |
|