OWM
Orgel Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
1,126
+11
| +1% | +$3.19K | 0.01% | 72 |
|
|
2025
Q1 | $274K | Sell |
1,115
-22
| -2% | -$5.4K | 0.01% | 71 |
|
|
2024
Q4 | $273K | Buy |
1,137
+22
| +2% | +$5.27K | 0.01% | 76 |
|
|
2024
Q3 | $235K | Buy |
1,115
+36
| +3% | +$7.59K | 0.01% | 77 |
|
|
2024
Q2 | $218K | Buy |
1,079
+24
| +2% | +$4.85K | 0.01% | 75 |
|
|
2024
Q1 | $211K | Sell |
1,055
-564
| -35% | -$113K | 0.01% | 78 |
|
|
2023
Q4 | $275K | Buy |
+1,619
| New | +$275K | 0.01% | 72 |
|
|
2021
Q2 | – | Sell |
-1,260
| Closed | -$192K | – | 59 |
|
|
2021
Q1 | $192K | Buy |
+1,260
| New | +$192K | 0.03% | 56 |
|
|
2020
Q1 | – | Sell |
-1,907
| Closed | -$266K | – | 50 |
|
|
2019
Q4 | $266K | Hold |
1,907
| – | – | 0.07% | 39 |
|
|
2019
Q3 | $224K | Hold |
1,907
| – | – | 0.08% | 44 |
|
|
2019
Q2 | $213K | Buy |
+1,907
| New | +$213K | 0.08% | 38 |
|