MW
MBL Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
9,917
-217
| -2% | -$62.9K | 0.27% | 64 |
|
|
2025
Q1 | $2.49M | Buy |
10,134
+147
| +1% | +$36.1K | 0.25% | 63 |
|
|
2024
Q4 | $2.39M | Sell |
9,987
-634
| -6% | -$152K | 0.24% | 63 |
|
|
2024
Q3 | $2.24M | Buy |
10,621
+89
| +0.8% | +$18.8K | 0.24% | 61 |
|
|
2024
Q2 | $2.13M | Buy |
10,532
+134
| +1% | +$27.1K | 0.24% | 60 |
|
|
2024
Q1 | $2.08M | Sell |
10,398
-1,035
| -9% | -$207K | 0.24% | 56 |
|
|
2023
Q4 | $1.94M | Buy |
11,433
+473
| +4% | +$80.5K | 0.24% | 54 |
|
|
2023
Q3 | $1.59M | Sell |
10,960
-168
| -2% | -$24.4K | 0.22% | 53 |
|
|
2023
Q2 | $1.62M | Sell |
11,128
-213
| -2% | -$31K | 0.23% | 53 |
|
|
2023
Q1 | $1.48M | Buy |
11,341
+160
| +1% | +$20.9K | 0.23% | 52 |
|
|
2022
Q4 | $1.5M | Buy |
11,181
+420
| +4% | +$56.3K | 0.29% | 51 |
|
|
2022
Q3 | $1.12M | Buy |
10,761
+688
| +7% | +$71.9K | 0.24% | 61 |
|
|
2022
Q2 | $1.13M | Buy |
10,073
+638
| +7% | +$71.8K | 0.28% | 60 |
|
|
2022
Q1 | $1.29M | Buy |
+9,435
| New | +$1.29M | 0.31% | 55 |
|
|
2021
Q1 | $1.09M | Buy |
7,131
+709
| +11% | +$108K | 0.38% | 50 |
|
|
2020
Q4 | $816K | Buy |
+6,422
| New | +$816K | 0.32% | 53 |
|