MGWM
Marks Group Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
14,983
-5,267
| -26% | -$1.53M | 0.4% | 84 |
|
|
2025
Q1 | $4.97M | Sell |
20,250
-79
| -0.4% | -$19.4K | 0.48% | 78 |
|
|
2024
Q4 | $4.87M | Sell |
20,329
-295
| -1% | -$70.7K | 0.48% | 79 |
|
|
2024
Q3 | $4.35M | Sell |
20,624
-214
| -1% | -$45.1K | 0.42% | 85 |
|
|
2024
Q2 | $4.21M | Sell |
20,838
-745
| -3% | -$151K | 0.44% | 80 |
|
|
2024
Q1 | $4.32M | Sell |
21,583
-1,834
| -8% | -$367K | 0.45% | 81 |
|
|
2023
Q4 | $3.98M | Sell |
23,417
-1,674
| -7% | -$285K | 0.45% | 79 |
|
|
2023
Q3 | $3.64M | Sell |
25,091
-1,304
| -5% | -$189K | 0.45% | 82 |
|
|
2023
Q2 | $3.84M | Sell |
26,395
-3,234
| -11% | -$470K | 0.46% | 83 |
|
|
2023
Q1 | $3.86M | Buy |
29,629
+1,415
| +5% | +$184K | 0.49% | 80 |
|
|
2022
Q4 | $3.78M | Buy |
28,214
+1,631
| +6% | +$219K | 0.52% | 78 |
|
|
2022
Q3 | $2.78M | Buy |
26,583
+4,996
| +23% | +$522K | 0.42% | 86 |
|
|
2022
Q2 | $2.43M | Buy |
21,587
+14,593
| +209% | +$1.64M | 0.35% | 92 |
|
|
2022
Q1 | $953K | Buy |
6,994
+1,109
| +19% | +$151K | 0.12% | 169 |
|
|
2021
Q4 | $934K | Buy |
5,885
+1,347
| +30% | +$214K | 0.11% | 180 |
|
|
2021
Q3 | $740K | Buy |
4,538
+1,574
| +53% | +$257K | 0.1% | 176 |
|
|
2021
Q2 | $462K | Buy |
2,964
+115
| +4% | +$17.9K | 0.06% | 189 |
|
|
2021
Q1 | $433K | Buy |
2,849
+133
| +5% | +$20.2K | 0.06% | 185 |
|
|
2020
Q4 | $345K | Hold |
2,716
| – | – | 0.05% | 197 |
|
|
2020
Q3 | $261K | Sell |
2,716
-53
| -2% | -$5.09K | 0.05% | 214 |
|
|
2020
Q2 | $260K | Sell |
2,769
-5,280
| -66% | -$496K | 0.05% | 205 |
|
|
2020
Q1 | $728K | Buy |
8,049
+53
| +0.7% | +$4.79K | 0.19% | 132 |
|
|
2019
Q4 | $1.12M | Buy |
+7,996
| New | +$1.12M | 0.22% | 129 |
|