FWS
FinDec Wealth Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,345
| Closed | -$323K | – | 39 |
|
|
2024
Q4 | $323K | Buy |
1,345
+2
| +0.1% | +$480 | 0.22% | 34 |
|
|
2024
Q3 | $283K | Buy |
1,343
+73
| +6% | +$15.4K | 0.16% | 36 |
|
|
2024
Q2 | $257K | Sell |
1,270
-17
| -1% | -$3.44K | 0.16% | 36 |
|
|
2024
Q1 | $258K | Buy |
1,287
+32
| +3% | +$6.41K | 0.16% | 39 |
|
|
2023
Q4 | $213K | Buy |
+1,255
| New | +$213K | 0.14% | 41 |
|