MFG
Midwest Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
926
+4
| +0.4% | +$1.16K | 0.14% | 95 |
|
|
2025
Q1 | $226K | Buy |
922
+3
| +0.3% | +$736 | 0.13% | 99 |
|
|
2024
Q4 | $220K | Buy |
+919
| New | +$220K | 0.13% | 102 |
|
|
2024
Q1 | – | Sell |
-1,570
| Closed | -$267K | – | 108 |
|
|
2023
Q4 | $267K | Buy |
+1,570
| New | +$267K | 0.2% | 88 |
|