MWM
Mattern Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
26,575
-297
| -1% | -$86.1K | 1.6% | 14 |
|
|
2025
Q1 | $6.59M | Buy |
26,872
+370
| +1% | +$90.8K | 1.46% | 15 |
|
|
2024
Q4 | $6.35M | Sell |
26,502
-1,953
| -7% | -$468K | 1.4% | 16 |
|
|
2024
Q3 | $6M | Buy |
28,455
+587
| +2% | +$124K | 1.32% | 15 |
|
|
2024
Q2 | $5.64M | Sell |
27,868
-481
| -2% | -$97.3K | 1.36% | 13 |
|
|
2024
Q1 | $5.68M | Buy |
28,349
+609
| +2% | +$122K | 1.38% | 15 |
|
|
2023
Q4 | $4.72M | Buy |
27,740
+667
| +2% | +$113K | 1.21% | 16 |
|
|
2023
Q3 | $3.93M | Buy |
27,073
+2,676
| +11% | +$388K | 1.15% | 19 |
|
|
2023
Q2 | $3.55M | Buy |
24,397
+3,175
| +15% | +$462K | 1.04% | 22 |
|
|
2023
Q1 | $2.77M | Buy |
21,222
+3,780
| +22% | +$493K | 0.92% | 27 |
|
|
2022
Q4 | $2.34M | Buy |
17,442
+325
| +2% | +$43.6K | 0.95% | 36 |
|
|
2022
Q3 | $1.79M | Buy |
17,117
+346
| +2% | +$36.2K | 0.72% | 41 |
|
|
2022
Q2 | $1.89M | Sell |
16,771
-43
| -0.3% | -$4.84K | 0.74% | 38 |
|
|
2022
Q1 | $2.29M | Buy |
16,814
+2,593
| +18% | +$353K | 0.75% | 39 |
|
|
2021
Q4 | $2.25M | Sell |
14,221
-96
| -0.7% | -$15.2K | 0.66% | 38 |
|
|
2021
Q3 | $2.34M | Sell |
14,317
-276
| -2% | -$45.2K | 0.79% | 33 |
|
|
2021
Q2 | $2.22M | Buy |
14,593
+1,001
| +7% | +$152K | 0.71% | 41 |
|
|
2021
Q1 | $2.07M | Sell |
13,592
-3,158
| -19% | -$481K | 0.73% | 39 |
|
|
2020
Q4 | $2.13M | Sell |
16,750
-735
| -4% | -$93.4K | 0.8% | 35 |
|
|
2020
Q3 | $1.68M | Buy |
17,485
+187
| +1% | +$18K | 0.72% | 41 |
|
|
2020
Q2 | $1.63M | Buy |
17,298
+390
| +2% | +$36.7K | 0.79% | 39 |
|
|
2020
Q1 | $1.52M | Buy |
16,908
+126
| +0.8% | +$11.3K | 1.1% | 28 |
|
|
2019
Q4 | $2.34M | Buy |
+16,782
| New | +$2.34M | 1.4% | 18 |
|