FWI
Facet Wealth Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,060
+1,529
| +43% | +$453K | 0.03% | 66 |
|
|
2025
Q1 | $892K | Buy |
3,531
+455
| +15% | +$115K | 0.02% | 69 |
|
|
2024
Q4 | $848K | Buy |
3,076
+56
| +2% | +$15.4K | 0.02% | 69 |
|
|
2024
Q3 | $673K | Buy |
3,020
+691
| +30% | +$154K | 0.02% | 76 |
|
|
2024
Q2 | $501K | Buy |
2,329
+244
| +12% | +$52.5K | 0.02% | 83 |
|
|
2024
Q1 | $400K | Sell |
2,085
-125
| -6% | -$24K | 0.01% | 80 |
|
|
2023
Q4 | $387K | Buy |
2,210
+325
| +17% | +$56.9K | 0.01% | 76 |
|
|
2023
Q3 | $262K | Buy |
+1,885
| New | +$262K | 0.01% | 80 |
|