MWS
Maxwell Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.8M | Sell |
32,560
-62
| -0.2% | -$14.9K | 3.19% | 5 |
|
|
2024
Q3 | $7.23M | Buy |
32,622
+5,852
| +22% | +$1.3M | 3.07% | 6 |
|
|
2024
Q2 | $5.41M | Sell |
26,770
-15
| -0.1% | -$3.03K | 2.65% | 6 |
|
|
2024
Q1 | $5.34M | Buy |
26,785
+3,935
| +17% | +$784K | 2.71% | 5 |
|
|
2023
Q4 | $3.89M | Buy |
+22,850
| New | +$3.89M | 2.54% | 8 |
|