MBM Wealth Consultants’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$20K | – | 196 |
|
|
2023
Q1 | $20K | Hold |
150
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $20K | Hold |
150
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $16K | Hold |
150
| – | – | 0.01% | 195 |
|
|
2022
Q2 | $17K | Hold |
150
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $20K | Sell |
150
-45
| -23% | -$6K | 0.01% | 217 |
|
|
2021
Q4 | $31K | Hold |
195
| – | – | 0.01% | 194 |
|
|
2021
Q3 | $32K | Hold |
195
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $30K | Sell |
195
-45
| -19% | -$6.92K | 0.01% | 168 |
|
|
2021
Q1 | $37K | Hold |
240
| – | – | 0.02% | 152 |
|
|
2020
Q4 | $30K | Sell |
240
-10
| -4% | -$1.25K | 0.02% | 154 |
|
|
2020
Q3 | $24K | Hold |
250
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $24K | Hold |
250
| – | – | 0.02% | 149 |
|
|
2020
Q1 | $23K | Hold |
250
| – | – | 0.02% | 133 |
|
|
2019
Q4 | $35K | Hold |
250
| – | – | 0.03% | 133 |
|
|
2019
Q3 | $29K | Hold |
250
| – | – | 0.02% | 135 |
|
|
2019
Q2 | $28K | Hold |
250
| – | – | 0.02% | 135 |
|
|
2019
Q1 | $25K | Hold |
250
| – | – | 0.02% | 143 |
|
|
2018
Q4 | $24K | Buy |
+250
| New | +$24K | 0.02% | 149 |
|