IWM
Iams Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
10,795
-784
| -7% | -$227K | 1.44% | 11 |
|
|
2025
Q1 | $2.84M | Sell |
11,579
-272
| -2% | -$66.7K | 1.3% | 15 |
|
|
2024
Q4 | $2.84M | Buy |
11,851
+114
| +1% | +$27.3K | 1.3% | 16 |
|
|
2024
Q3 | $2.48M | Buy |
11,737
+395
| +3% | +$83.3K | 1.22% | 17 |
|
|
2024
Q2 | $2.29M | Buy |
11,342
+552
| +5% | +$112K | 1.26% | 16 |
|
|
2024
Q1 | $1.99M | Sell |
10,790
-899
| -8% | -$166K | 1.22% | 16 |
|
|
2023
Q4 | $1.99M | Sell |
11,689
-805
| -6% | -$137K | 1.29% | 16 |
|
|
2023
Q3 | $1.81M | Buy |
+12,494
| New | +$1.81M | 1.25% | 20 |
|
|
2023
Q2 | – | Sell |
-11,104
| Closed | -$1.43M | – | 89 |
|
|
2023
Q1 | $1.43M | Buy |
11,104
+3,518
| +46% | +$454K | 1.19% | 16 |
|
|
2022
Q4 | $1.02M | Buy |
+7,586
| New | +$1.02M | 1.04% | 22 |
|