GWM
Guardian Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-668
| Closed | -$164K | – | 138 |
|
|
2025
Q1 | $164K | Sell |
668
-29
| -4% | -$7.12K | 0.11% | 65 |
|
|
2024
Q4 | $167K | Sell |
697
-14
| -2% | -$3.36K | 0.11% | 68 |
|
|
2024
Q3 | $150K | Buy |
711
+4
| +0.6% | +$843 | 0.11% | 71 |
|
|
2024
Q2 | $143K | Sell |
707
-18
| -2% | -$3.64K | 0.11% | 71 |
|
|
2024
Q1 | $145K | Buy |
725
+4
| +0.6% | +$801 | 0.11% | 72 |
|
|
2023
Q4 | $123K | Buy |
721
+6
| +0.8% | +$1.02K | 0.1% | 76 |
|
|
2023
Q3 | $104K | Buy |
715
+4
| +0.6% | +$580 | 0.1% | 83 |
|
|
2023
Q2 | $103K | Buy |
711
+5
| +0.7% | +$727 | 0.09% | 85 |
|
|
2023
Q1 | $92K | Buy |
706
+24
| +4% | +$3.13K | 0.09% | 86 |
|
|
2022
Q4 | $91.5K | Sell |
682
-3
| -0.4% | -$402 | 0.09% | 93 |
|
|
2022
Q3 | $72K | Buy |
685
+2
| +0.3% | +$210 | 0.08% | 91 |
|
|
2022
Q2 | $77K | Buy |
683
+2
| +0.3% | +$225 | 0.08% | 91 |
|
|
2022
Q1 | $93K | Buy |
681
+2
| +0.3% | +$273 | 0.09% | 92 |
|
|
2021
Q4 | $108K | Buy |
+679
| New | +$108K | 0.1% | 84 |
|