FWM
Forefront Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
9,759
-18
| -0.2% | -$5.22K | 2.27% | 13 |
|
|
2025
Q1 | $2.4M | Buy |
9,777
+115
| +1% | +$28.2K | 2.22% | 18 |
|
|
2024
Q4 | $2.32M | Buy |
+9,662
| New | +$2.32M | 2.13% | 18 |
|
|
2023
Q3 | $334K | Buy |
2,306
+2
| +0.1% | +$290 | 0.47% | 35 |
|
|
2023
Q2 | $335K | Buy |
2,304
+1
| +0% | +$145 | 0.44% | 36 |
|
|
2023
Q1 | $300K | Buy |
2,303
+2
| +0.1% | +$261 | 0.39% | 38 |
|
|
2022
Q4 | $309K | Buy |
2,301
+1
| +0% | +$134 | 0.42% | 36 |
|
|
2022
Q3 | $240K | Buy |
2,300
+2
| +0.1% | +$209 | 0.33% | 40 |
|
|
2022
Q2 | $259K | Buy |
2,298
+1
| +0% | +$113 | 0.35% | 38 |
|
|
2022
Q1 | $313K | Buy |
2,297
+2
| +0.1% | +$273 | 0.31% | 40 |
|
|
2021
Q4 | $363K | Buy |
+2,295
| New | +$363K | 0.35% | 37 |
|