MAM
MWA Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
10,039
-252
| -2% | -$73.1K | 1.78% | 17 |
|
|
2025
Q1 | $2.52M | Buy |
10,291
+76
| +0.7% | +$18.6K | 1.75% | 17 |
|
|
2024
Q4 | $2.45M | Sell |
10,215
-36
| -0.4% | -$8.63K | 1.63% | 16 |
|
|
2024
Q3 | $2.16M | Buy |
10,251
+264
| +3% | +$55.7K | 1.44% | 19 |
|
|
2024
Q2 | $2.02M | Sell |
9,987
-21
| -0.2% | -$4.25K | 1.44% | 17 |
|
|
2024
Q1 | $2M | Buy |
10,008
+451
| +5% | +$90.3K | 1.45% | 18 |
|
|
2023
Q4 | $1.63M | Buy |
9,557
+57
| +0.6% | +$9.7K | 1.34% | 24 |
|
|
2023
Q3 | $1.38M | Buy |
+9,500
| New | +$1.38M | 1.33% | 21 |
|