MSWM
McGlone Suttner Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
10,605
+156
| +1% | +$45.2K | 0.46% | 24 |
|
|
2025
Q1 | $2.56M | Buy |
10,449
+859
| +9% | +$211K | 0.42% | 24 |
|
|
2024
Q4 | $2.3M | Buy |
9,590
+329
| +4% | +$78.9K | 0.38% | 28 |
|
|
2024
Q3 | $1.95M | Buy |
9,261
+1,544
| +20% | +$326K | 0.41% | 30 |
|
|
2024
Q2 | $1.31M | Sell |
7,717
-993
| -11% | -$169K | 0.27% | 39 |
|
|
2024
Q1 | $1.74M | Buy |
8,710
+993
| +13% | +$199K | 0.33% | 34 |
|
|
2023
Q4 | $1.31M | Buy |
7,717
+420
| +6% | +$71.4K | 0.26% | 39 |
|
|
2023
Q3 | $1.06M | Buy |
7,297
+331
| +5% | +$48K | 0.25% | 47 |
|
|
2023
Q2 | $1.01M | Buy |
6,966
+314
| +5% | +$45.7K | 0.23% | 49 |
|
|
2023
Q1 | $867K | Buy |
6,652
+353
| +6% | +$46K | 0.22% | 50 |
|
|
2022
Q4 | $845K | Buy |
+6,299
| New | +$845K | 0.27% | 51 |
|