4WM
4J Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
1,068
+5
| +0.5% | +$1.45K | 0.21% | 72 |
|
|
2025
Q1 | $261K | Buy |
1,063
+135
| +15% | +$33.1K | 0.21% | 78 |
|
|
2024
Q4 | $223K | Sell |
928
-175
| -16% | -$42K | 0.18% | 81 |
|
|
2024
Q3 | $233K | Sell |
1,103
-150
| -12% | -$31.6K | 0.18% | 79 |
|
|
2024
Q2 | $253K | Buy |
1,253
+1
| +0.1% | +$202 | 0.21% | 75 |
|
|
2024
Q1 | $251K | Hold |
1,252
| – | – | 0.22% | 79 |
|
|
2023
Q4 | $213K | Buy |
+1,252
| New | +$213K | 0.19% | 82 |
|