FWM
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Foresight Wealth Management’s JPMorgan Chase JPM Stock Holding History

Foresight Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,461
Closed -$1.09M – 58
2022
Q3 		$1.09M Buy
10,461
+1,188
+13% +$136K 0.25% 35
2022
Q2 		$1.04M Buy
9,273
+898
+11% +$111K 0.22% 38
2022
Q1 		$1.14M Buy
8,375
+1,871
+29% +$276K 0.21% 39
2021
Q4 		$1.03M Buy
6,504
+213
+3% +$35K 0.01% 44
2021
Q3 		$1.03M Sell
6,291
-379
-6% -$59.4K 0.21% 37
2021
Q2 		$1.04M Buy
6,670
+903
+16% +$142K 0.23% 40
2021
Q1 		$878K Buy
5,767
+1,444
+33% +$208K 0.22% 44
2020
Q4 		$549K Buy
4,323
+1,911
+79% +$214K 0.15% 61
2020
Q3 		$232K Buy
+2,412
New +$237K 0.08% 82

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