NWM
NEIRG Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29,814
| Closed | -$4.34M | – | 57 |
|
|
2023
Q2 | $4.34M | Sell |
29,814
-5,378
| -15% | -$782K | 0.8% | 31 |
|
|
2023
Q1 | $4.59M | Sell |
35,192
-824
| -2% | -$107K | 0.79% | 38 |
|
|
2022
Q4 | $4.83M | Sell |
36,016
-724
| -2% | -$97.1K | 0.91% | 34 |
|
|
2022
Q3 | $3.84M | Sell |
36,740
-1,177
| -3% | -$123K | 0.77% | 35 |
|
|
2022
Q2 | $4.27M | Buy |
37,917
+3,639
| +11% | +$410K | 0.93% | 28 |
|
|
2022
Q1 | $4.67M | Sell |
34,278
-1,281
| -4% | -$175K | 0.91% | 30 |
|
|
2021
Q4 | $5.63M | Buy |
+35,559
| New | +$5.63M | 1.08% | 30 |
|