9WM
9258 Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.18M | Sell |
29,310
-930
| -3% | -$196K | 0.91% | 24 |
|
|
2024
Q2 | $6.12M | Sell |
30,240
-320
| -1% | -$64.7K | 0.94% | 22 |
|
|
2024
Q1 | $6.12M | Buy |
30,560
+403
| +1% | +$80.7K | 0.95% | 21 |
|
|
2023
Q4 | $5.13M | Sell |
30,157
-28
| -0.1% | -$4.76K | 0.9% | 22 |
|
|
2023
Q3 | $4.38M | Buy |
30,185
+527
| +2% | +$76.4K | 0.85% | 23 |
|
|
2023
Q2 | $4.31M | Buy |
29,658
+728
| +3% | +$106K | 0.81% | 26 |
|
|
2023
Q1 | $3.77M | Sell |
28,930
-165
| -0.6% | -$21.5K | 0.76% | 29 |
|
|
2022
Q4 | $3.9M | Buy |
29,095
+1,629
| +6% | +$218K | 0.84% | 28 |
|
|
2022
Q3 | $2.87M | Sell |
27,466
-1,513
| -5% | -$158K | 0.73% | 32 |
|
|
2022
Q2 | $3.26M | Buy |
28,979
+875
| +3% | +$98.5K | 0.84% | 22 |
|
|
2022
Q1 | $3.83M | Buy |
28,104
+1,000
| +4% | +$136K | 0.89% | 19 |
|
|
2021
Q4 | $4.29M | Buy |
27,104
+1,299
| +5% | +$206K | 0.98% | 16 |
|
|
2021
Q3 | $4.22M | Sell |
25,805
-306
| -1% | -$50.1K | 1.13% | 15 |
|
|
2021
Q2 | $4.06M | Buy |
26,111
+826
| +3% | +$128K | 1.09% | 15 |
|
|
2021
Q1 | $3.85M | Buy |
25,285
+207
| +0.8% | +$31.5K | 1.16% | 14 |
|
|
2020
Q4 | $3.19M | Buy |
25,078
+2,830
| +13% | +$360K | 1.04% | 17 |
|
|
2020
Q3 | $2.18M | Sell |
22,248
-689
| -3% | -$67.5K | 0.82% | 19 |
|
|
2020
Q2 | $2.16M | Buy |
22,937
+669
| +3% | +$62.9K | 0.87% | 20 |
|
|
2020
Q1 | $2.11M | Buy |
22,268
+1,182
| +6% | +$112K | 0.93% | 20 |
|
|
2019
Q4 | $2.94M | Buy |
21,086
+6,157
| +41% | +$858K | 1.08% | 14 |
|
|
2019
Q3 | $1.76M | Buy |
14,929
+902
| +6% | +$106K | 1.37% | 13 |
|
|
2019
Q2 | $1.57M | Buy |
14,027
+1,207
| +9% | +$135K | 1.26% | 16 |
|
|
2019
Q1 | $1.3M | Sell |
12,820
-37
| -0.3% | -$3.75K | 1.1% | 22 |
|
|
2018
Q4 | $1.26M | Buy |
+12,857
| New | +$1.26M | 1.21% | 15 |
|