HPWM
High Pines Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $721K | Buy |
4,240
+384
| +10% | +$65.3K | 1.1% | 15 |
|
|
2023
Q3 | $559K | Buy |
3,856
+150
| +4% | +$21.8K | 0.92% | 15 |
|
|
2023
Q2 | $539K | Buy |
3,706
+8
| +0.2% | +$1.16K | 0.82% | 14 |
|
|
2023
Q1 | $482K | Buy |
3,698
+9
| +0.2% | +$1.17K | 0.8% | 15 |
|
|
2022
Q4 | $495K | Buy |
3,689
+3
| +0.1% | +$402 | 0.87% | 14 |
|
|
2022
Q3 | $385K | Buy |
3,686
+690
| +23% | +$72.1K | 0.74% | 14 |
|
|
2022
Q2 | $337K | Sell |
2,996
-26,200
| -90% | -$2.95M | 0.62% | 17 |
|
|
2022
Q1 | $3.98M | Buy |
29,196
+3
| +0% | +$409 | 2.93% | 16 |
|
|
2021
Q4 | $4.62M | Sell |
29,193
-1,860
| -6% | -$295K | 3.22% | 13 |
|
|
2021
Q3 | $5.08M | Buy |
31,053
+4,184
| +16% | +$685K | 3.49% | 9 |
|
|
2021
Q2 | $4.18M | Buy |
26,869
+429
| +2% | +$66.7K | 3.15% | 14 |
|
|
2021
Q1 | $4.03M | Buy |
26,440
+826
| +3% | +$126K | 3.56% | 9 |
|
|
2020
Q4 | $3.26M | Buy |
+25,614
| New | +$3.26M | 3.01% | 16 |
|