JWM
Janiczek Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $572K | Buy |
2,830
+127
| +5% | +$25.7K | 0.12% | 78 |
|
|
2024
Q1 | $541K | Buy |
2,703
+236
| +10% | +$47.3K | 0.12% | 82 |
|
|
2023
Q4 | $420K | Buy |
2,467
+431
| +21% | +$73.3K | 0.1% | 82 |
|
|
2023
Q3 | $295K | Buy |
2,036
+711
| +54% | +$103K | 0.08% | 102 |
|
|
2023
Q2 | $193K | Buy |
1,325
+97
| +8% | +$14.1K | 0.05% | 130 |
|
|
2023
Q1 | $171K | Sell |
1,228
-102
| -8% | -$14.2K | 0.05% | 134 |
|
|
2022
Q4 | $186K | Buy |
1,330
+471
| +55% | +$65.9K | 0.05% | 127 |
|
|
2022
Q3 | $90K | Sell |
859
-230
| -21% | -$24.1K | 0.03% | 217 |
|
|
2022
Q2 | $126K | Buy |
1,089
+49
| +5% | +$5.67K | 0.04% | 169 |
|
|
2022
Q1 | $142K | Buy |
1,040
+4
| +0.4% | +$546 | 0.04% | 158 |
|
|
2021
Q4 | $164K | Buy |
1,036
+57
| +6% | +$9.02K | 0.05% | 129 |
|
|
2021
Q3 | $160K | Buy |
979
+118
| +14% | +$19.3K | 0.06% | 120 |
|
|
2021
Q2 | $134K | Buy |
861
+70
| +9% | +$10.9K | 0.05% | 116 |
|
|
2021
Q1 | $120K | Buy |
791
+216
| +38% | +$32.8K | 0.05% | 122 |
|
|
2020
Q4 | $73K | Buy |
575
+32
| +6% | +$4.06K | 0.04% | 142 |
|
|
2020
Q3 | $52K | Sell |
543
-173
| -24% | -$16.6K | 0.03% | 94 |
|
|
2020
Q2 | $67K | Buy |
716
+341
| +91% | +$31.9K | 0.04% | 71 |
|
|
2020
Q1 | $34K | Sell |
375
-15
| -4% | -$1.36K | 0.02% | 71 |
|
|
2019
Q4 | $54K | Buy |
390
+15
| +4% | +$2.08K | 0.02% | 65 |
|
|
2019
Q3 | $44K | Buy |
375
+175
| +88% | +$20.5K | 0.02% | 69 |
|
|
2019
Q2 | $22K | Hold |
200
| – | – | 0.01% | 104 |
|
|
2019
Q1 | $20K | Sell |
200
-420
| -68% | -$42K | 0.01% | 97 |
|
|
2018
Q4 | $61K | Hold |
620
| – | – | 0.03% | 71 |
|
|
2018
Q3 | $70K | Sell |
620
-15
| -2% | -$1.69K | 0.04% | 60 |
|
|
2018
Q2 | $66K | Buy |
+635
| New | +$66K | 0.03% | 62 |
|