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Mittelman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mittelman Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,737
Closed -$1.77M – 52
2024
Q2 		$1.77M Sell
8,737
-140
-2% -$28.3K 1.15% 21
2024
Q1 		$1.78M Buy
+8,877
New +$1.78M 1.2% 22