MWA
Muirfield Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
1,586
+79
| +5% | +$22.9K | 0.37% | 51 |
|
|
2025
Q1 | $370K | Buy |
1,507
+14
| +0.9% | +$3.43K | 0.31% | 52 |
|
|
2024
Q4 | $358K | Sell |
1,493
-112
| -7% | -$26.9K | 0.3% | 55 |
|
|
2024
Q3 | $338K | Buy |
1,605
+354
| +28% | +$74.7K | 0.29% | 54 |
|
|
2024
Q2 | $253K | Buy |
1,251
+63
| +5% | +$12.7K | 0.24% | 54 |
|
|
2024
Q1 | $238K | Buy |
+1,188
| New | +$238K | 0.23% | 53 |
|