DWS
Dynamic Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
1,375
-83
| -6% | -$24.1K | 0.29% | 41 |
|
|
2025
Q1 | $358K | Buy |
1,458
+11
| +0.8% | +$2.7K | 0.3% | 40 |
|
|
2024
Q4 | $347K | Sell |
1,447
-217
| -13% | -$52K | 0.31% | 41 |
|
|
2024
Q3 | $351K | Sell |
1,664
-176
| -10% | -$37.1K | 0.29% | 39 |
|
|
2024
Q2 | $372K | Sell |
1,840
-61
| -3% | -$12.3K | 0.32% | 35 |
|
|
2024
Q1 | $381K | Sell |
1,901
-71
| -4% | -$14.2K | 0.33% | 38 |
|
|
2023
Q4 | $335K | Buy |
+1,972
| New | +$335K | 0.31% | 38 |
|