MSWM
Mader & Shannon Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-39,476
| Closed | -$6.14M | – | 24 |
|
|
2021
Q2 | $6.14M | Buy |
39,476
+782
| +2% | +$122K | 3.16% | 16 |
|
|
2021
Q1 | $5.89M | Buy |
38,694
+1,202
| +3% | +$183K | 3.45% | 12 |
|
|
2020
Q4 | $4.76M | Buy |
37,492
+1,492
| +4% | +$190K | 3.16% | 13 |
|
|
2020
Q3 | $3.47M | Buy |
36,000
+624
| +2% | +$60.1K | 2.71% | 12 |
|
|
2020
Q2 | $3.33M | Buy |
+35,376
| New | +$3.33M | 2.71% | 11 |
|
|
2020
Q1 | – | Sell |
-15,129
| Closed | -$2.11M | – | 19 |
|
|
2019
Q4 | $2.11M | Buy |
15,129
+2,043
| +16% | +$285K | 1.7% | 13 |
|
|
2019
Q3 | $1.54M | Sell |
13,086
-858
| -6% | -$101K | 1.22% | 15 |
|
|
2019
Q2 | $1.56M | Sell |
13,944
-843
| -6% | -$94.2K | 1.33% | 13 |
|
|
2019
Q1 | $1.5M | Buy |
14,787
+117
| +0.8% | +$11.8K | 1.34% | 8 |
|
|
2018
Q4 | $1.43M | Sell |
14,670
-19,487
| -57% | -$1.9M | 1.17% | 9 |
|
|
2018
Q3 | $3.85M | Sell |
34,157
-3,333
| -9% | -$376K | 2.99% | 9 |
|
|
2018
Q2 | $3.91M | Buy |
37,490
+1,739
| +5% | +$181K | 4.72% | 4 |
|
|
2018
Q1 | $3.93M | Buy |
35,751
+18,373
| +106% | +$2.02M | 4.67% | 4 |
|
|
2017
Q4 | $1.86M | Buy |
17,378
+604
| +4% | +$64.6K | 1.36% | 21 |
|
|
2017
Q3 | $1.6M | Buy |
+16,774
| New | +$1.6M | 1.03% | 21 |
|