MWM
Midwest Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.13M | Buy |
15,657
+696
| +5% | +$94.9K | 1.3% | 28 |
|
|
2021
Q4 | $2.37M | Buy |
14,961
+626
| +4% | +$99.1K | 1.48% | 22 |
|
|
2021
Q3 | $2.35M | Buy |
14,335
+619
| +5% | +$101K | 1.61% | 16 |
|
|
2021
Q2 | $2.13M | Sell |
13,716
-140
| -1% | -$21.8K | 1.52% | 20 |
|
|
2021
Q1 | $2.11M | Buy |
13,856
+886
| +7% | +$135K | 1.71% | 16 |
|
|
2020
Q4 | $1.65M | Buy |
+12,970
| New | +$1.65M | 1.51% | 21 |
|