KWM
Kolinsky Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2M | Buy |
8,330
+378
| +5% | +$90.6K | 1.22% | 13 |
|
|
2024
Q3 | $1.68M | Buy |
7,952
+30
| +0.4% | +$6.33K | 1.09% | 14 |
|
|
2024
Q2 | $1.6M | Buy |
7,922
+228
| +3% | +$46.1K | 1.15% | 13 |
|
|
2024
Q1 | $1.54M | Buy |
7,694
+493
| +7% | +$98.7K | 1.18% | 15 |
|
|
2023
Q4 | $1.22M | Sell |
7,201
-344
| -5% | -$58.5K | 1.08% | 14 |
|
|
2023
Q3 | $1.09M | Buy |
7,545
+545
| +8% | +$79K | 1.09% | 13 |
|
|
2023
Q2 | $1M | Buy |
7,000
+301
| +4% | +$43.2K | 0.95% | 12 |
|
|
2023
Q1 | $873K | Buy |
6,699
+286
| +4% | +$37.3K | 0.93% | 14 |
|
|
2022
Q4 | $860K | Buy |
6,413
+116
| +2% | +$15.6K | 0.98% | 12 |
|
|
2022
Q3 | $658K | Sell |
6,297
-498
| -7% | -$52K | 0.82% | 16 |
|
|
2022
Q2 | $765K | Sell |
6,795
-46
| -0.7% | -$5.18K | 0.9% | 17 |
|
|
2022
Q1 | $933K | Buy |
6,841
+86
| +1% | +$11.7K | 0.92% | 15 |
|
|
2021
Q4 | $1.07M | Buy |
+6,755
| New | +$1.07M | 0.99% | 13 |
|