JPMorgan Chase & Co’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.7K | Sell |
2,561
-1,446
| -36% | -$28.6K | ﹤0.01% | 5093 |
|
|
2025
Q1 | $39.6K | Sell |
4,007
-3,354
| -46% | -$33.1K | ﹤0.01% | 5107 |
|
|
2024
Q4 | $83.6K | Buy |
7,361
+3,823
| +108% | +$43.4K | ﹤0.01% | 4836 |
|
|
2024
Q3 | $47.3K | Buy |
3,538
+1,918
| +118% | +$25.6K | ﹤0.01% | 5000 |
|
|
2024
Q2 | $37.6K | Sell |
1,620
-1,450
| -47% | -$33.6K | ﹤0.01% | 4998 |
|
|
2024
Q1 | $106K | Buy |
3,070
+1,576
| +105% | +$54.5K | ﹤0.01% | 4710 |
|
|
2023
Q4 | $81.6K | Buy |
1,494
+467
| +45% | +$25.5K | ﹤0.01% | 4851 |
|
|
2023
Q3 | $32.9K | Sell |
1,027
-313
| -23% | -$10K | ﹤0.01% | 5025 |
|
|
2023
Q2 | $53.6K | Buy |
1,340
+688
| +106% | +$27.5K | ﹤0.01% | 4843 |
|
|
2023
Q1 | $24K | Buy |
652
+92
| +16% | +$3.39K | ﹤0.01% | 5107 |
|
|
2022
Q4 | $19K | Buy |
560
+105
| +23% | +$3.56K | ﹤0.01% | 4993 |
|
|
2022
Q3 | $21K | Hold |
455
| – | – | ﹤0.01% | 4913 |
|
|
2022
Q2 | $33K | Buy |
455
+421
| +1,238% | +$30.5K | ﹤0.01% | 4952 |
|
|
2022
Q1 | $3K | Sell |
34
-101
| -75% | -$8.91K | ﹤0.01% | 5554 |
|
|
2021
Q4 | $20K | Sell |
135
-50
| -27% | -$7.41K | ﹤0.01% | 5329 |
|
|
2021
Q3 | $31K | Buy |
+185
| New | +$31K | ﹤0.01% | 5059 |
|