MWM
Melfa Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Sell |
2,666
-75
| -3% | -$21.7K | 0.49% | 53 |
|
|
2025
Q1 | $672K | Hold |
2,741
| – | – | 0.45% | 55 |
|
|
2024
Q4 | $657K | Buy |
2,741
+258
| +10% | +$61.9K | 0.44% | 56 |
|
|
2024
Q3 | $524K | Sell |
2,483
-88
| -3% | -$18.6K | 0.35% | 75 |
|
|
2024
Q2 | $520K | Buy |
2,571
+103
| +4% | +$20.8K | 0.36% | 70 |
|
|
2024
Q1 | $494K | Buy |
+2,468
| New | +$494K | 0.36% | 71 |
|