NWM
Navigation Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-110
| Closed | -$11K | – | 23 |
|
|
2022
Q3 | $11K | Hold |
110
| – | – | 1.19% | 13 |
|
|
2022
Q2 | $12K | Hold |
110
| – | – | 1.33% | 11 |
|
|
2022
Q1 | $15K | Hold |
110
| – | – | 0.14% | 11 |
|
|
2021
Q4 | $17K | Hold |
110
| – | – | 0.02% | 28 |
|
|
2021
Q3 | $19K | Hold |
110
| – | – | 0.12% | 22 |
|
|
2021
Q2 | $17K | Hold |
110
| – | – | 0.02% | 33 |
|
|
2021
Q1 | $17K | Buy |
+110
| New | +$17K | 0.02% | 30 |
|