PSIWM
Paradigm Strategies in Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,167
| Closed | -$246K | – | 52 |
|
|
2024
Q3 | $246K | Sell |
1,167
-45
| -4% | -$9.49K | 0.15% | 43 |
|
|
2024
Q2 | $245K | Buy |
1,212
+1
| +0.1% | +$202 | 0.15% | 44 |
|
|
2024
Q1 | $243K | Buy |
1,211
+2
| +0.2% | +$401 | 0.15% | 44 |
|
|
2023
Q4 | $206K | Buy |
+1,209
| New | +$206K | 0.14% | 44 |
|
|
2021
Q3 | – | Sell |
-1,046
| Closed | -$163K | – | 138 |
|
|
2021
Q2 | $163K | Buy |
1,046
+1
| +0.1% | +$156 | 0.15% | 49 |
|
|
2021
Q1 | $159K | Buy |
+1,045
| New | +$159K | 0.15% | 49 |
|