LWM
Ledge Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.97M | Sell |
17,466
-387
| -2% | -$65.8K | 1.16% | 20 |
|
|
2023
Q3 | $2.59M | Buy |
17,853
+1,730
| +11% | +$251K | 1.16% | 23 |
|
|
2023
Q2 | $2.34M | Sell |
16,123
-4,767
| -23% | -$693K | 1.12% | 24 |
|
|
2023
Q1 | $2.72M | Buy |
20,890
+194
| +0.9% | +$25.3K | 1.29% | 19 |
|
|
2022
Q4 | $2.78M | Buy |
20,696
+4,309
| +26% | +$578K | 1.27% | 19 |
|
|
2022
Q3 | $1.71M | Sell |
16,387
-4,718
| -22% | -$493K | 1.05% | 28 |
|
|
2022
Q2 | $2.38M | Buy |
21,105
+6,536
| +45% | +$736K | 1.46% | 19 |
|
|
2022
Q1 | $1.99M | Buy |
+14,569
| New | +$1.99M | 1.24% | 23 |
|