MWPCG
Measured Wealth Private Client Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
7,530
+625
| +9% | +$181K | 0.65% | 26 |
|
|
2025
Q1 | $1.69M | Buy |
6,905
+5
| +0.1% | +$1.23K | 0.54% | 27 |
|
|
2024
Q4 | $1.65M | Buy |
6,900
+407
| +6% | +$97.6K | 0.53% | 28 |
|
|
2024
Q3 | $1.37M | Buy |
6,493
+355
| +6% | +$74.9K | 0.46% | 31 |
|
|
2024
Q2 | $1.24M | Buy |
6,138
+786
| +15% | +$159K | 0.44% | 30 |
|
|
2024
Q1 | $1.07M | Buy |
5,352
+161
| +3% | +$32.2K | 0.37% | 33 |
|
|
2023
Q4 | $883K | Buy |
5,191
+2,162
| +71% | +$368K | 0.33% | 41 |
|
|
2023
Q3 | $439K | Hold |
3,029
| – | – | 0.18% | 95 |
|
|
2023
Q2 | $441K | Sell |
3,029
-20
| -0.7% | -$2.91K | 0.17% | 103 |
|
|
2023
Q1 | $397K | Sell |
3,049
-159
| -5% | -$20.7K | 0.15% | 106 |
|
|
2022
Q4 | $430K | Sell |
3,208
-81
| -2% | -$10.9K | 0.18% | 77 |
|
|
2022
Q3 | $344K | Sell |
3,289
-1,229
| -27% | -$129K | 0.15% | 90 |
|
|
2022
Q2 | $509K | Buy |
4,518
+472
| +12% | +$53.2K | 0.22% | 66 |
|
|
2022
Q1 | $552K | Sell |
4,046
-362
| -8% | -$49.4K | 0.2% | 60 |
|
|
2021
Q4 | $698K | Hold |
4,408
| – | – | 0.25% | 57 |
|
|
2021
Q3 | $722K | Sell |
4,408
-745
| -14% | -$122K | 0.28% | 55 |
|
|
2021
Q2 | $801K | Buy |
5,153
+13
| +0.3% | +$2.02K | 0.25% | 62 |
|
|
2021
Q1 | $782K | Buy |
5,140
+656
| +15% | +$99.8K | 0.28% | 53 |
|
|
2020
Q4 | $570K | Sell |
4,484
-1,229
| -22% | -$156K | 0.24% | 54 |
|
|
2020
Q3 | $550K | Buy |
5,713
+1,188
| +26% | +$114K | 0.27% | 59 |
|
|
2020
Q2 | $426K | Buy |
4,525
+1,302
| +40% | +$123K | 0.25% | 53 |
|
|
2020
Q1 | $290K | Sell |
3,223
-362
| -10% | -$32.6K | 0.23% | 63 |
|
|
2019
Q4 | $500K | Sell |
3,585
-855
| -19% | -$119K | 0.33% | 47 |
|
|
2019
Q3 | $523K | Sell |
4,440
-4,932
| -53% | -$581K | 0.34% | 48 |
|
|
2019
Q2 | $1.04M | Sell |
9,372
-555
| -6% | -$61.5K | 0.6% | 32 |
|
|
2019
Q1 | $1.01M | Buy |
9,927
+1,668
| +20% | +$169K | 0.62% | 31 |
|
|
2018
Q4 | $806K | Sell |
8,259
-59
| -0.7% | -$5.76K | 0.73% | 26 |
|
|
2018
Q3 | $942K | Buy |
8,318
+38
| +0.5% | +$4.3K | 0.57% | 24 |
|
|
2018
Q2 | $862K | Buy |
+8,280
| New | +$862K | 0.7% | 24 |
|