MTWM
Masso Torrence Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
9,756
+417
| +4% | +$121K | 1.31% | 20 |
|
|
2025
Q1 | $2.29M | Buy |
9,339
+37
| +0.4% | +$9.08K | 1.22% | 22 |
|
|
2024
Q4 | $2.23M | Buy |
9,302
+83
| +0.9% | +$19.9K | 1.17% | 22 |
|
|
2024
Q3 | $1.94M | Sell |
9,219
-80
| -0.9% | -$16.9K | 1.05% | 22 |
|
|
2024
Q2 | $1.88M | Buy |
9,299
+265
| +3% | +$53.6K | 1.04% | 23 |
|
|
2024
Q1 | $1.81M | Sell |
9,034
-187
| -2% | -$37.5K | 1.07% | 24 |
|
|
2023
Q4 | $1.57M | Buy |
9,221
+180
| +2% | +$30.6K | 1.07% | 26 |
|
|
2023
Q3 | $1.31M | Buy |
9,041
+263
| +3% | +$38.1K | 1.01% | 32 |
|
|
2023
Q2 | $1.28M | Sell |
8,778
-58
| -0.7% | -$8.44K | 0.92% | 33 |
|
|
2023
Q1 | $1.15M | Sell |
8,836
-906
| -9% | -$118K | 0.91% | 32 |
|
|
2022
Q4 | $1.31M | Sell |
9,742
-2,583
| -21% | -$346K | 1.04% | 31 |
|
|
2022
Q3 | $1.29M | Buy |
12,325
+2,561
| +26% | +$268K | 1.14% | 31 |
|
|
2022
Q2 | $1.1M | Buy |
9,764
+1,672
| +21% | +$188K | 0.97% | 33 |
|
|
2022
Q1 | $1.1M | Buy |
8,092
+280
| +4% | +$38.2K | 0.88% | 29 |
|
|
2021
Q4 | $1.24M | Buy |
+7,812
| New | +$1.24M | 0.87% | 33 |
|