MWA
MFA Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-247
| Closed | -$52.1K | – | 235 |
|
|
2024
Q3 | $52.1K | Hold |
247
| – | – | 0.01% | 177 |
|
|
2024
Q2 | $50K | Buy |
+247
| New | +$50K | 0.01% | 179 |
|
|
2024
Q1 | – | Sell |
-2,767
| Closed | -$471K | – | 94 |
|
|
2023
Q4 | $471K | Buy |
+2,767
| New | +$471K | 0.13% | 66 |
|
|
2020
Q3 | – | Sell |
-195
| Closed | -$18.3K | – | 125 |
|
|
2020
Q2 | $18.3K | Buy |
+195
| New | +$18.3K | 0.01% | 125 |
|