MWA
Midland Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
23,171
-249
| -1% | -$72.2K | 0.37% | 19 |
|
|
2025
Q1 | $5.74M | Sell |
23,420
-650
| -3% | -$159K | 0.34% | 21 |
|
|
2024
Q4 | $5.77M | Sell |
24,070
-1,019
| -4% | -$244K | 0.35% | 22 |
|
|
2024
Q3 | $5.29M | Sell |
25,089
-4,597
| -15% | -$969K | 0.31% | 23 |
|
|
2024
Q2 | $6M | Buy |
29,686
+1,102
| +4% | +$223K | 0.36% | 20 |
|
|
2024
Q1 | $5.73M | Buy |
28,584
+1,724
| +6% | +$345K | 0.35% | 20 |
|
|
2023
Q4 | $4.57M | Buy |
+26,860
| New | +$4.57M | 0.31% | 21 |
|