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Code Waechter’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$813K Buy
2,806
+119
+4% +$34.5K 0.58% 36
2025
Q1
$659K Sell
2,687
-273
-9% -$67K 0.54% 38
2024
Q4
$709K Sell
2,960
-66
-2% -$15.8K 0.62% 41
2024
Q3
$638K Buy
+3,026
New +$638K 0.61% 43