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Moller Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Moller Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.68M Sell
5,793
-183
-3% -$53.1K 0.37% 30
2025
Q1 		$1.47M Buy
5,976
+2,539
+74% +$623K 0.36% 29
2024
Q4 		$824K Sell
3,437
-2,139
-38% -$513K 0.22% 35
2024
Q3 		$1.18M Hold
5,576
– – 0.29% 32
2024
Q2 		$1.13M Hold
5,576
– – 0.3% 31
2024
Q1 		$1.12M Hold
5,576
– – 0.3% 30
2023
Q4 		$948K Hold
5,576
– – 0.27% 31
2023
Q3 		$809K Hold
5,576
– – 0.26% 31
2023
Q2 		$811K Hold
5,576
– – 0.25% 32
2023
Q1 		$727K Hold
5,576
– – 0.22% 34
2022
Q4 		$748K Hold
5,576
– – 0.24% 34
2022
Q3 		$583K Sell
5,576
-315
-5% -$32.9K 0.21% 35
2022
Q2 		$663K Hold
5,891
– – 0.22% 35
2022
Q1 		$803K Buy
5,891
+315
+6% +$42.9K 0.25% 34
2021
Q4 		$883K Hold
5,576
– – 0.28% 32
2021
Q3 		$913K Sell
5,576
-25
-0.4% -$4.09K 0.3% 30
2021
Q2 		$871K Sell
5,601
-275
-5% -$42.8K 0.29% 32
2021
Q1 		$895K Sell
5,876
-6,684
-53% -$1.02M 0.31% 30
2020
Q4 		$1.6M Buy
12,560
+9,313
+287% +$1.18M 0.66% 25
2020
Q3 		$313K Hold
3,247
– – 0.14% 35
2020
Q2 		$305K Sell
3,247
-658
-17% -$61.8K 0.13% 40
2020
Q1 		$352K Hold
3,905
– – 0.18% 38
2019
Q4 		$544K Sell
3,905
-215
-5% -$30K 0.24% 36
2019
Q3 		$485K Sell
4,120
-636
-13% -$74.9K 0.23% 35
2019
Q2 		$532K Sell
4,756
-328
-6% -$36.7K 0.27% 36
2019
Q1 		$515K Sell
5,084
-7,692
-60% -$779K 0.23% 37
2018
Q4 		$1.29M Buy
12,776
+7,364
+136% +$744K 0.84% 23
2018
Q3 		$611K Hold
5,412
– – 0.27% 26
2018
Q2 		$564K Sell
5,412
-190
-3% -$19.8K 0.22% 30
2018
Q1 		$616K Hold
5,602
– – 0.27% 29
2017
Q4 		$599K Hold
5,602
– – 0.23% 33
2017
Q3 		$535K Hold
5,602
– – 0.2% 33
2017
Q2 		$512K Hold
5,602
– – 0.22% 34
2017
Q1 		$492K Sell
5,602
-200
-3% -$17.6K 0.22% 35
2016
Q4 		$501K Hold
5,802
– – 0.25% 33
2016
Q3 		$386K Hold
5,802
– – 0.18% 36
2016
Q2 		$361K Buy
+5,802
New +$361K 0.18% 33
2016
Q1 		– Sell
-5,892
Closed -$389K – 38
2015
Q4 		$389K Hold
5,892
– – 0.21% 32
2015
Q3 		$359K Hold
5,892
– – 0.33% 29
2015
Q2 		$399K Sell
5,892
-10,971
-65% -$743K 0.18% 33
2015
Q1 		$1.02M Buy
16,863
+9,253
+122% +$561K 0.47% 24
2014
Q4 		$476K Sell
7,610
-9,390
-55% -$587K 0.24% 33
2014
Q3 		$1.01M Buy
17,000
+227
+1% +$13.5K 0.48% 28
2014
Q2 		$966K Sell
16,773
-15,376
-48% -$886K 0.44% 30
2014
Q1 		$1.95M Hold
32,149
– – 1% 14
2013
Q4 		$1.88M Hold
32,149
– – 1.01% 16
2013
Q3 		$1.66M Hold
32,149
– – 1.04% 18
2013
Q2 		$1.7M Buy
+32,149
New +$1.7M 1.24% 15