MSWM
Mowery & Schoenfeld Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
1,607
-567
| -26% | -$164K | 0.71% | 25 |
|
|
2025
Q1 | $533K | Buy |
2,174
+572
| +36% | +$140K | 1.04% | 22 |
|
|
2024
Q4 | $384K | Buy |
1,602
+1,119
| +232% | +$268K | 0.75% | 31 |
|
|
2024
Q3 | $102K | Buy |
483
+43
| +10% | +$9.07K | 0.16% | 60 |
|
|
2024
Q2 | $89K | Buy |
440
+243
| +123% | +$49.2K | 0.13% | 65 |
|
|
2024
Q1 | $39.5K | Sell |
197
-8
| -4% | -$1.6K | 0.08% | 83 |
|
|
2023
Q4 | $34.9K | Buy |
+205
| New | +$34.9K | 0.07% | 82 |
|