MWM
Minot Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.81M | Sell |
16,104
-6,219
| -28% | -$700K | 0.47% | 52 |
|
|
2022
Q1 | $3.04M | Sell |
22,323
-2,401
| -10% | -$327K | 0.66% | 43 |
|
|
2021
Q4 | $3.92M | Buy |
24,724
+4,457
| +22% | +$706K | 0.75% | 40 |
|
|
2021
Q3 | $3.32M | Buy |
20,267
+1,951
| +11% | +$319K | 0.72% | 42 |
|
|
2021
Q2 | $2.85M | Buy |
18,316
+3,824
| +26% | +$595K | 0.62% | 47 |
|
|
2021
Q1 | $2.21M | Buy |
14,492
+4,800
| +50% | +$731K | 0.56% | 56 |
|
|
2020
Q4 | $1.23M | Buy |
9,692
+3,354
| +53% | +$426K | 0.37% | 69 |
|
|
2020
Q3 | $610K | Buy |
6,338
+483
| +8% | +$46.5K | 0.23% | 86 |
|
|
2020
Q2 | $551K | Sell |
5,855
-1,945
| -25% | -$183K | 0.28% | 81 |
|
|
2020
Q1 | $702K | Sell |
7,800
-10,502
| -57% | -$945K | 0.5% | 60 |
|
|
2019
Q4 | $2.5M | Buy |
+18,302
| New | +$2.5M | 1.14% | 24 |
|