MGWA
Monument Group Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
1,644
+144
| +10% | +$41.7K | 0.3% | 21 |
|
|
2025
Q1 | $368K | Hold |
1,500
| – | – | 0.26% | 28 |
|
|
2024
Q4 | $360K | Hold |
1,500
| – | – | 0.25% | 27 |
|
|
2024
Q3 | $316K | Sell |
1,500
-243
| -14% | -$51.2K | 0.19% | 37 |
|
|
2024
Q2 | $353K | Hold |
1,743
| – | – | 0.24% | 28 |
|
|
2024
Q1 | $349K | Hold |
1,743
| – | – | 0.26% | 28 |
|
|
2023
Q4 | $296K | Buy |
+1,743
| New | +$296K | 0.25% | 29 |
|