MWA
Monograph Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-938
| Closed | -$225K | – | 120 |
|
|
2024
Q4 | $225K | Buy |
+938
| New | +$225K | 0.03% | 105 |
|
|
2024
Q2 | – | Sell |
-5,823
| Closed | -$1.17M | – | 140 |
|
|
2024
Q1 | $1.17M | Buy |
+5,823
| New | +$1.17M | 0.17% | 46 |
|
|
2023
Q4 | – | Sell |
-17,040
| Closed | -$2.47M | – | 126 |
|
|
2023
Q3 | $2.47M | Buy |
+17,040
| New | +$2.47M | 0.49% | 26 |
|