MWA
MN Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
1,880
-14,114
| -88% | -$4.09M | 0.32% | 65 |
|
|
2025
Q1 | $3.92M | Buy |
15,994
+14,395
| +900% | +$3.53M | 2.3% | 10 |
|
|
2024
Q4 | $383K | Sell |
1,599
-45,648
| -97% | -$10.9M | 0.22% | 70 |
|
|
2024
Q3 | $9.96M | Buy |
47,247
+293
| +0.6% | +$61.8K | 5.67% | 2 |
|
|
2024
Q2 | $9.5M | Buy |
46,954
+327
| +0.7% | +$66.1K | 5.51% | 2 |
|
|
2024
Q1 | $9.34M | Buy |
46,627
+11,274
| +32% | +$2.26M | 5.78% | 2 |
|
|
2023
Q4 | $6.01M | Buy |
+35,353
| New | +$6.01M | 4.14% | 5 |
|