JWM
JPL Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
4,856
+47
| +1% | +$24.8K | 0.69% | 65 |
|
|
2025
Q1 | $2.44M | Buy |
4,809
+10
| +0.2% | +$5.08K | 0.7% | 65 |
|
|
2024
Q4 | $2.39M | Buy |
+4,799
| New | +$2.39M | 0.68% | 63 |
|
|
2024
Q2 | $1.52M | Buy |
3,418
+249
| +8% | +$111K | 0.75% | 64 |
|
|
2024
Q1 | $1.35M | Buy |
3,169
+585
| +23% | +$249K | 0.74% | 61 |
|
|
2023
Q4 | $1.14M | Buy |
+2,584
| New | +$1.14M | 0.82% | 59 |
|