MWM
MGB Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
13,089
-243
| -2% | -$70.3K | 1.25% | 12 |
|
|
2025
Q1 | $3.26M | Buy |
13,332
+1,964
| +17% | +$480K | 1.18% | 12 |
|
|
2024
Q4 | $2.72M | Buy |
11,368
+507
| +5% | +$121K | 0.85% | 20 |
|
|
2024
Q3 | $2.29M | Sell |
10,861
-625
| -5% | -$132K | 0.83% | 25 |
|
|
2024
Q2 | $2.37M | Buy |
11,486
+840
| +8% | +$173K | 0.88% | 21 |
|
|
2024
Q1 | $2.13M | Buy |
10,646
+547
| +5% | +$110K | 0.87% | 24 |
|
|
2023
Q4 | $1.72M | Buy |
+10,099
| New | +$1.72M | 0.86% | 29 |
|