FWM
Finer Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
21,137
+357
| +2% | +$103K | 3.28% | 9 |
|
|
2025
Q1 | $5.1M | Buy |
20,780
+347
| +2% | +$85.1K | 3.05% | 9 |
|
|
2024
Q4 | $4.9M | Buy |
20,433
+529
| +3% | +$127K | 2.81% | 9 |
|
|
2024
Q3 | $4.2M | Sell |
19,904
-312
| -2% | -$65.8K | 2.59% | 9 |
|
|
2024
Q2 | $4.09M | Sell |
20,216
-1,036
| -5% | -$210K | 2.64% | 9 |
|
|
2024
Q1 | $4.26M | Buy |
21,252
+1,982
| +10% | +$397K | 2.8% | 9 |
|
|
2023
Q4 | $3.28M | Buy |
19,270
+1,199
| +7% | +$204K | 2.44% | 11 |
|
|
2023
Q3 | $2.62M | Buy |
18,071
+2,179
| +14% | +$316K | 2.1% | 15 |
|
|
2023
Q2 | $2.31M | Buy |
15,892
+407
| +3% | +$59.2K | 1.81% | 19 |
|
|
2023
Q1 | $2.02M | Buy |
15,485
+1,777
| +13% | +$232K | 1.71% | 22 |
|
|
2022
Q4 | $1.84M | Buy |
13,708
+2,146
| +19% | +$288K | 1.72% | 22 |
|
|
2022
Q3 | $1.21M | Buy |
11,562
+571
| +5% | +$59.7K | 1.19% | 28 |
|
|
2022
Q2 | $1.24M | Buy |
10,991
+1,420
| +15% | +$160K | 1.13% | 31 |
|
|
2022
Q1 | $1.31M | Buy |
9,571
+1,664
| +21% | +$227K | 1.07% | 32 |
|
|
2021
Q4 | $1.25M | Buy |
+7,907
| New | +$1.25M | 1.04% | 31 |
|