DW30
Drucker Wealth 3.0’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Sell |
30,797
-6,841
| -18% | -$1.94M | 1.68% | 12 |
|
|
2025
Q1 | $9.23M | Sell |
37,638
-1,170
| -3% | -$287K | 2.03% | 10 |
|
|
2024
Q4 | $9.3M | Sell |
38,808
-96
| -0.2% | -$23K | 2.15% | 10 |
|
|
2024
Q3 | $8.2M | Buy |
38,904
+678
| +2% | +$143K | 1.97% | 11 |
|
|
2024
Q2 | $7.73M | Buy |
+38,226
| New | +$7.73M | 2.05% | 12 |
|