DWM
Diversify Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03M | Buy |
30,845
+2,224
| +8% | +$651K | 0.56% | 34 |
|
|
2025
Q1 | $7M | Buy |
28,621
+4,422
| +18% | +$1.08M | 0.52% | 43 |
|
|
2024
Q4 | $5.8M | Buy |
24,199
+8,036
| +50% | +$1.93M | 0.45% | 53 |
|
|
2024
Q3 | $3.61M | Sell |
16,163
-965
| -6% | -$216K | 0.35% | 75 |
|
|
2024
Q2 | $3.34M | Buy |
+17,128
| New | +$3.34M | 0.42% | 58 |
|