MWM
MinichMacGregor Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
5,355
-1,086
| -17% | -$315K | 0.33% | 46 |
|
|
2025
Q1 | $1.58M | Buy |
6,441
+1,134
| +21% | +$278K | 0.35% | 48 |
|
|
2024
Q4 | $1.27M | Buy |
5,307
+619
| +13% | +$148K | 0.26% | 52 |
|
|
2024
Q3 | $989K | Hold |
4,688
| – | – | 0.21% | 54 |
|
|
2024
Q2 | $948K | Sell |
4,688
-48
| -1% | -$9.71K | 0.23% | 49 |
|
|
2024
Q1 | $942K | Hold |
4,736
| – | – | 0.24% | 53 |
|
|
2023
Q4 | $806K | Sell |
4,736
-25
| -0.5% | -$4.25K | 0.23% | 45 |
|
|
2023
Q3 | $690K | Buy |
4,761
+19
| +0.4% | +$2.76K | 0.23% | 57 |
|
|
2023
Q2 | $690K | Sell |
4,742
-135
| -3% | -$19.6K | 0.22% | 56 |
|
|
2023
Q1 | $636K | Buy |
4,877
+211
| +5% | +$27.5K | 0.21% | 54 |
|
|
2022
Q4 | $626K | Buy |
4,666
+1,180
| +34% | +$158K | 0.23% | 47 |
|
|
2022
Q3 | $364K | Buy |
3,486
+8
| +0.2% | +$835 | 0.15% | 58 |
|
|
2022
Q2 | $391K | Buy |
3,478
+35
| +1% | +$3.94K | 0.16% | 51 |
|
|
2022
Q1 | $469K | Hold |
3,443
| – | – | 0.15% | 62 |
|
|
2021
Q4 | $545K | Buy |
3,443
+92
| +3% | +$14.6K | 0.17% | 58 |
|
|
2021
Q3 | $548K | Sell |
3,351
-169
| -5% | -$27.6K | 0.18% | 51 |
|
|
2021
Q2 | $547K | Sell |
3,520
-73
| -2% | -$11.3K | 0.19% | 51 |
|
|
2021
Q1 | $546K | Buy |
3,593
+1,233
| +52% | +$187K | 0.2% | 53 |
|
|
2020
Q4 | $299K | Buy |
2,360
+3
| +0.1% | +$380 | 0.12% | 60 |
|
|
2020
Q3 | $226K | Buy |
2,357
+200
| +9% | +$19.2K | 0.11% | 54 |
|
|
2020
Q2 | $202K | Buy |
+2,157
| New | +$202K | 0.11% | 56 |
|
|
2020
Q1 | – | Sell |
-2,250
| Closed | -$313K | – | 99 |
|
|
2019
Q4 | $313K | Sell |
2,250
-124
| -5% | -$17.3K | 0.17% | 44 |
|
|
2019
Q3 | $279K | Buy |
2,374
+487
| +26% | +$57.2K | 0.19% | 43 |
|
|
2019
Q2 | $214K | Buy |
+1,887
| New | +$214K | 0.15% | 43 |
|
|
2019
Q1 | – | Sell |
-35,471
| Closed | -$3.39M | – | 86 |
|
|
2018
Q4 | $3.39M | Buy |
35,471
+33,870
| +2,116% | +$3.24M | 2.32% | 5 |
|
|
2018
Q3 | $181K | Sell |
1,601
-93
| -5% | -$10.5K | 0.12% | 46 |
|
|
2018
Q2 | $178K | Sell |
1,694
-67
| -4% | -$7.04K | 0.13% | 48 |
|
|
2018
Q1 | $193K | Buy |
1,761
+28
| +2% | +$3.07K | 0.15% | 41 |
|
|
2017
Q4 | $185K | Buy |
1,733
+32
| +2% | +$3.42K | 0.14% | 43 |
|
|
2017
Q3 | $162K | Sell |
1,701
-200
| -11% | -$19K | 0.13% | 46 |
|
|
2017
Q2 | $173K | Buy |
1,901
+200
| +12% | +$18.2K | 0.15% | 42 |
|
|
2017
Q1 | $149K | Sell |
1,701
-2
| -0.1% | -$175 | 0.13% | 45 |
|
|
2016
Q4 | $146K | Sell |
1,703
-5
| -0.3% | -$429 | 0.14% | 45 |
|
|
2016
Q3 | $113K | Sell |
1,708
-4
| -0.2% | -$265 | 0.11% | 55 |
|
|
2016
Q2 | $106K | Buy |
1,712
+6
| +0.4% | +$371 | 0.1% | 59 |
|
|
2016
Q1 | $101K | Buy |
1,706
+104
| +6% | +$6.16K | 0.1% | 61 |
|
|
2015
Q4 | $105K | Buy |
+1,602
| New | +$105K | 0.1% | 60 |
|