MWM
McNaughton Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
6,305
+186
| +3% | +$53.9K | 0.82% | 34 |
|
|
2025
Q1 | $1.5M | Buy |
6,119
+105
| +2% | +$25.8K | 0.73% | 37 |
|
|
2024
Q4 | $1.44M | Buy |
6,014
+53
| +0.9% | +$12.7K | 0.69% | 32 |
|
|
2024
Q3 | $1.26M | Sell |
5,961
-15
| -0.3% | -$3.16K | 0.61% | 37 |
|
|
2024
Q2 | $1.21M | Buy |
5,976
+146
| +3% | +$29.5K | 0.64% | 37 |
|
|
2024
Q1 | $1.17M | Sell |
5,830
-187
| -3% | -$37.5K | 0.65% | 36 |
|
|
2023
Q4 | $1.02M | Buy |
6,017
+795
| +15% | +$135K | 0.61% | 37 |
|
|
2023
Q3 | $757K | Sell |
5,222
-132
| -2% | -$19.1K | 0.5% | 38 |
|
|
2023
Q2 | $779K | Buy |
5,354
+60
| +1% | +$8.73K | 0.5% | 42 |
|
|
2023
Q1 | $690K | Sell |
5,294
-148
| -3% | -$19.3K | 0.46% | 36 |
|
|
2022
Q4 | $730K | Buy |
5,442
+91
| +2% | +$12.2K | 0.5% | 33 |
|
|
2022
Q3 | $559K | Buy |
5,351
+470
| +10% | +$49.1K | 0.41% | 41 |
|
|
2022
Q2 | $550K | Buy |
4,881
+1,733
| +55% | +$195K | 0.39% | 39 |
|
|
2022
Q1 | $429K | Buy |
3,148
+492
| +19% | +$67K | 0.28% | 40 |
|
|
2021
Q4 | $444K | Buy |
2,656
+486
| +22% | +$81.2K | 0.29% | 37 |
|
|
2021
Q3 | $355K | Buy |
2,170
+243
| +13% | +$39.8K | 0.25% | 39 |
|
|
2021
Q2 | $300K | Buy |
1,927
+573
| +42% | +$89.2K | 0.21% | 43 |
|
|
2021
Q1 | $206K | Buy |
+1,354
| New | +$206K | 0.16% | 48 |
|