FWM
Fortress Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,316
| Closed | -$315K | – | 75 |
|
|
2024
Q4 | $315K | Hold |
1,316
| – | – | 0.15% | 58 |
|
|
2024
Q3 | $277K | Sell |
1,316
-15
| -1% | -$3.16K | 0.14% | 61 |
|
|
2024
Q2 | $269K | Buy |
1,331
+1
| +0.1% | +$202 | 0.14% | 61 |
|
|
2024
Q1 | $266K | Hold |
1,330
| – | – | 0.14% | 61 |
|
|
2023
Q4 | $226K | Buy |
+1,330
| New | +$226K | 0.12% | 60 |
|
|
2022
Q1 | – | Sell |
-1,435
| Closed | -$227K | – | 60 |
|
|
2021
Q4 | $227K | Buy |
+1,435
| New | +$227K | 0.17% | 48 |
|