DWMG
DB Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $245K | Buy |
1,439
+1
| +0.1% | +$170 | 0.14% | 82 |
|
|
2023
Q3 | $209K | Hold |
1,438
| – | – | 0.13% | 86 |
|
|
2023
Q2 | $209K | Buy |
1,438
+1
| +0.1% | +$145 | 0.13% | 83 |
|
|
2023
Q1 | $187K | Buy |
1,437
+1
| +0.1% | +$130 | 0.12% | 82 |
|
|
2022
Q4 | $193K | Buy |
1,436
+1
| +0.1% | +$134 | 0.12% | 80 |
|
|
2022
Q3 | $150K | Buy |
1,435
+1
| +0.1% | +$105 | 0.11% | 89 |
|
|
2022
Q2 | $162K | Hold |
1,434
| – | – | 0.11% | 87 |
|
|
2022
Q1 | $195K | Buy |
1,434
+1
| +0.1% | +$136 | 0.12% | 85 |
|
|
2021
Q4 | $227K | Buy |
1,433
+1
| +0.1% | +$158 | 0.13% | 81 |
|
|
2021
Q3 | $234K | Hold |
1,432
| – | – | 0.15% | 81 |
|
|
2021
Q2 | $223K | Buy |
1,432
+1
| +0.1% | +$156 | 0.14% | 85 |
|
|
2021
Q1 | $218K | Sell |
1,431
-22
| -2% | -$3.35K | 0.15% | 84 |
|
|
2020
Q4 | $185K | Buy |
+1,453
| New | +$185K | 0.14% | 90 |
|