MWM
Marietta Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
49,395
-111
| -0.2% | -$32.2K | 1.87% | 15 |
|
|
2025
Q1 | $12.1M | Sell |
49,506
-265
| -0.5% | -$65K | 1.78% | 14 |
|
|
2024
Q4 | $11.9M | Sell |
49,771
-530
| -1% | -$127K | 1.71% | 16 |
|
|
2024
Q3 | $10.6M | Buy |
50,301
+522
| +1% | +$110K | 1.54% | 18 |
|
|
2024
Q2 | $10.1M | Sell |
49,779
-609
| -1% | -$123K | 1.57% | 17 |
|
|
2024
Q1 | $10.1M | Sell |
50,388
-1,251
| -2% | -$251K | 1.67% | 14 |
|
|
2023
Q4 | $8.78M | Sell |
51,639
-66
| -0.1% | -$11.2K | 1.56% | 15 |
|
|
2023
Q3 | $7.5M | Sell |
51,705
-1,325
| -2% | -$192K | 1.49% | 19 |
|
|
2023
Q2 | $7.71M | Buy |
53,030
+1,082
| +2% | +$157K | 1.45% | 17 |
|
|
2023
Q1 | $6.77M | Sell |
51,948
-192
| -0.4% | -$25K | 1.44% | 19 |
|
|
2022
Q4 | $6.99M | Buy |
52,140
+5,785
| +12% | +$776K | 1.58% | 13 |
|
|
2022
Q3 | $4.84M | Buy |
46,355
+2,348
| +5% | +$245K | 1.21% | 33 |
|
|
2022
Q2 | $4.96M | Buy |
44,007
+1,390
| +3% | +$157K | 1.2% | 34 |
|
|
2022
Q1 | $5.81M | Buy |
42,617
+1,523
| +4% | +$208K | 1.22% | 33 |
|
|
2021
Q4 | $6.51M | Buy |
41,094
+667
| +2% | +$106K | 1.31% | 30 |
|
|
2021
Q3 | $6.62M | Buy |
40,427
+1,437
| +4% | +$235K | 1.45% | 23 |
|
|
2021
Q2 | $6.07M | Buy |
38,990
+278
| +0.7% | +$43.2K | 1.37% | 25 |
|
|
2021
Q1 | $5.89M | Sell |
38,712
-2,800
| -7% | -$426K | 1.47% | 21 |
|
|
2020
Q4 | $5.28M | Buy |
41,512
+463
| +1% | +$58.8K | 1.45% | 22 |
|
|
2020
Q3 | $3.95M | Buy |
41,049
+910
| +2% | +$87.6K | 1.23% | 28 |
|
|
2020
Q2 | $3.78M | Buy |
40,139
+3,197
| +9% | +$301K | 1.29% | 27 |
|
|
2020
Q1 | $3.33M | Buy |
36,942
+2,985
| +9% | +$269K | 1.3% | 29 |
|
|
2019
Q4 | $4.73M | Sell |
33,957
-156
| -0.5% | -$21.7K | 1.56% | 16 |
|
|
2019
Q3 | $4.02M | Buy |
34,113
+1,148
| +3% | +$135K | 1.46% | 19 |
|
|
2019
Q2 | $3.69M | Buy |
32,965
+780
| +2% | +$87.2K | 1.44% | 22 |
|
|
2019
Q1 | $3.26M | Buy |
32,185
+1,725
| +6% | +$175K | 1.34% | 25 |
|
|
2018
Q4 | $2.97M | Buy |
30,460
+1,202
| +4% | +$117K | 1.42% | 24 |
|
|
2018
Q3 | $3.3M | Buy |
29,258
+182
| +0.6% | +$20.5K | 1.46% | 18 |
|
|
2018
Q2 | $3.03M | Buy |
29,076
+1,524
| +6% | +$159K | 1.48% | 18 |
|
|
2018
Q1 | $3.03M | Sell |
27,552
-397
| -1% | -$43.7K | 1.59% | 18 |
|
|
2017
Q4 | $2.99M | Sell |
27,949
-237
| -0.8% | -$25.3K | 1.62% | 15 |
|
|
2017
Q3 | $2.69M | Sell |
28,186
-1,355
| -5% | -$129K | 1.51% | 20 |
|
|
2017
Q2 | $2.7M | Buy |
29,541
+820
| +3% | +$74.9K | 1.64% | 14 |
|
|
2017
Q1 | $2.52M | Buy |
28,721
+4,401
| +18% | +$387K | 1.68% | 14 |
|
|
2016
Q4 | $2.1M | Buy |
+24,320
| New | +$2.1M | 1.68% | 11 |
|