MRWM
ML&R Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $782K | Buy |
3,903
+43
| +1% | +$8.61K | 0.18% | 32 |
|
|
2023
Q4 | $657K | Sell |
3,860
-97
| -2% | -$16.5K | 0.15% | 37 |
|
|
2023
Q3 | $574K | Buy |
3,957
+482
| +14% | +$69.9K | 0.15% | 34 |
|
|
2023
Q2 | $505K | Sell |
3,475
-13
| -0.4% | -$1.89K | 0.11% | 60 |
|
|
2023
Q1 | $455K | Buy |
+3,488
| New | +$455K | 0.12% | 40 |
|