ML&R Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$782K Buy
2023
Q4
$657K Sell
2023
Q3
$574K Buy
2023
Q2
$505K Sell
2023
Q1
$455K Buy