MWM
MBE Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
3,638
+124
| +4% | +$35.9K | 0.46% | 31 |
|
|
2025
Q1 | $862K | Buy |
3,514
+903
| +35% | +$221K | 0.41% | 35 |
|
|
2024
Q4 | $626K | Buy |
2,611
+133
| +5% | +$31.9K | 0.35% | 38 |
|
|
2024
Q3 | $522K | Sell |
2,478
-186
| -7% | -$39.2K | 0.29% | 51 |
|
|
2024
Q2 | $539K | Buy |
2,664
+815
| +44% | +$165K | 0.33% | 41 |
|
|
2024
Q1 | $370K | Buy |
1,849
+177
| +11% | +$35.5K | 0.23% | 61 |
|
|
2023
Q4 | $284K | Buy |
1,672
+117
| +8% | +$19.9K | 0.15% | 66 |
|
|
2023
Q3 | $226K | Buy |
1,555
+4
| +0.3% | +$580 | 0.13% | 66 |
|
|
2023
Q2 | $226K | Buy |
+1,551
| New | +$226K | 0.12% | 67 |
|
|
2020
Q2 | – | Sell |
-844
| Closed | -$75K | – | 296 |
|
|
2020
Q1 | $75K | Buy |
+844
| New | +$75K | 0.07% | 88 |
|