MWM
Moran Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Sell |
103,297
-40,679
| -28% | -$11.8M | 0.92% | 18 |
|
|
2025
Q1 | $35.3M | Sell |
143,976
-88,869
| -38% | -$21.8M | 1.19% | 11 |
|
|
2024
Q4 | $55.8M | Sell |
232,845
-417
| -0.2% | -$100K | 1.78% | 5 |
|
|
2024
Q3 | $49.2M | Sell |
233,262
-480
| -0.2% | -$101K | 1.51% | 5 |
|
|
2024
Q2 | $47.3M | Buy |
233,742
+4,602
| +2% | +$931K | 1.56% | 7 |
|
|
2024
Q1 | $45.9M | Buy |
229,140
+36,068
| +19% | +$7.22M | 1.49% | 8 |
|
|
2023
Q4 | $32.8M | Buy |
193,072
+47,604
| +33% | +$8.1M | 1.17% | 13 |
|
|
2023
Q3 | $21.1M | Buy |
145,468
+141,030
| +3,178% | +$20.5M | 0.82% | 29 |
|
|
2023
Q2 | $645K | Buy |
4,438
+2,474
| +126% | +$360K | 0.02% | 293 |
|
|
2023
Q1 | $256K | Buy |
1,964
+411
| +26% | +$53.6K | 0.01% | 339 |
|
|
2022
Q4 | $208K | Buy |
+1,553
| New | +$208K | 0.01% | 336 |
|