MAWCM
Mine & Arao Wealth Creation & Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
24,014
-65
| -0.3% | -$18.8K | 3.11% | 7 |
|
|
2025
Q1 | $5.91M | Buy |
24,079
+34
| +0.1% | +$8.34K | 2.88% | 7 |
|
|
2024
Q4 | $5.76M | Buy |
24,045
+166
| +0.7% | +$39.8K | 2.64% | 8 |
|
|
2024
Q3 | $5.04M | Buy |
23,879
+145
| +0.6% | +$30.6K | 2.34% | 8 |
|
|
2024
Q2 | $4.8M | Buy |
23,734
+3,151
| +15% | +$637K | 2.34% | 8 |
|
|
2024
Q1 | $4.12M | Buy |
20,583
+328
| +2% | +$65.7K | 2.04% | 8 |
|
|
2023
Q4 | $3.45M | Buy |
20,255
+144
| +0.7% | +$24.5K | 1.86% | 9 |
|
|
2023
Q3 | $2.92M | Buy |
20,111
+168
| +0.8% | +$24.4K | 1.77% | 9 |
|
|
2023
Q2 | $2.9M | Buy |
19,943
+421
| +2% | +$61.2K | 1.7% | 9 |
|
|
2023
Q1 | $2.54M | Buy |
19,522
+736
| +4% | +$95.9K | 1.63% | 10 |
|
|
2022
Q4 | $2.52M | Buy |
18,786
+163
| +0.9% | +$21.9K | 1.86% | 9 |
|
|
2022
Q3 | $1.95M | Buy |
18,623
+3,411
| +22% | +$356K | 1.43% | 12 |
|
|
2022
Q2 | $1.71M | Buy |
15,212
+2,943
| +24% | +$331K | 1.2% | 13 |
|
|
2022
Q1 | $1.67M | Buy |
12,269
+572
| +5% | +$78K | 0.98% | 17 |
|
|
2021
Q4 | $1.85M | Buy |
11,697
+478
| +4% | +$75.7K | 1.02% | 16 |
|
|
2021
Q3 | $1.84M | Buy |
11,219
+1,431
| +15% | +$234K | 1.1% | 16 |
|
|
2021
Q2 | $1.52M | Sell |
9,788
-31
| -0.3% | -$4.82K | 0.92% | 17 |
|
|
2021
Q1 | $1.49M | Sell |
9,819
-33
| -0.3% | -$5.02K | 1% | 14 |
|
|
2020
Q4 | $1.25M | Buy |
9,852
+45
| +0.5% | +$5.72K | 0.9% | 15 |
|
|
2020
Q3 | $944K | Buy |
9,807
+864
| +10% | +$83.2K | 0.78% | 16 |
|
|
2020
Q2 | $841K | Buy |
8,943
+693
| +8% | +$65.2K | 0.79% | 17 |
|
|
2020
Q1 | $743K | Buy |
8,250
+550
| +7% | +$49.5K | 0.86% | 17 |
|
|
2019
Q4 | $1.07M | Buy |
+7,700
| New | +$1.07M | 1.01% | 15 |
|