MCWA
Meadow Creek Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
11,939
-81
| -0.7% | -$23.5K | 2.34% | 9 |
|
|
2025
Q1 | $2.95M | Sell |
12,020
-85
| -0.7% | -$20.9K | 2.2% | 8 |
|
|
2024
Q4 | $2.9M | Sell |
12,105
-359
| -3% | -$86.1K | 2.09% | 9 |
|
|
2024
Q3 | $2.63M | Buy |
12,464
+507
| +4% | +$107K | 2.08% | 8 |
|
|
2024
Q2 | $2.42M | Buy |
11,957
+573
| +5% | +$116K | 2.29% | 8 |
|
|
2024
Q1 | $2.28M | Buy |
11,384
+1,109
| +11% | +$222K | 1.59% | 12 |
|
|
2023
Q4 | $1.75M | Buy |
+10,275
| New | +$1.75M | 1.7% | 11 |
|
|
2022
Q3 | $996K | Buy |
9,527
+13
| +0.1% | +$1.36K | 1.32% | 10 |
|
|
2022
Q2 | $1.07M | Buy |
9,514
+117
| +1% | +$13.2K | 1.32% | 8 |
|
|
2022
Q1 | $1.28M | Sell |
9,397
-667
| -7% | -$90.9K | 1.39% | 7 |
|
|
2021
Q4 | $1.59M | Buy |
+10,064
| New | +$1.59M | 1.5% | 7 |
|
|
2019
Q4 | $1.2M | Buy |
+8,579
| New | +$1.2M | 1.66% | 7 |
|