FWM
Foguth Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
1,609
-207
| -11% | -$60K | 0.1% | 85 |
|
|
2025
Q1 | $445K | Sell |
1,816
-43
| -2% | -$10.5K | 0.11% | 92 |
|
|
2024
Q4 | $492K | Buy |
1,859
+658
| +55% | +$174K | 0.13% | 82 |
|
|
2024
Q3 | $253K | Sell |
1,201
-358
| -23% | -$75.4K | 0.09% | 110 |
|
|
2024
Q2 | $315K | Buy |
1,559
+460
| +42% | +$93.1K | 0.14% | 90 |
|
|
2024
Q1 | $220K | Buy |
+1,099
| New | +$220K | 0.12% | 118 |
|