JWM
JPL Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
15,920
-56
| -0.4% | -$16.2K | 1.25% | 29 |
|
|
2025
Q1 | $3.92M | Sell |
15,976
-727
| -4% | -$178K | 1.12% | 33 |
|
|
2024
Q4 | $4M | Buy |
+16,703
| New | +$4M | 1.15% | 29 |
|
|
2024
Q2 | $2.4M | Buy |
11,842
+1,037
| +10% | +$210K | 1.17% | 35 |
|
|
2024
Q1 | $2.16M | Buy |
10,805
+2,031
| +23% | +$407K | 1.19% | 36 |
|
|
2023
Q4 | $1.49M | Buy |
+8,774
| New | +$1.49M | 1.08% | 42 |
|