PWM
Power Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
1,732
-14
| -0.8% | -$4.06K | 0.19% | 64 |
|
|
2025
Q1 | $428K | Sell |
1,746
-374
| -18% | -$91.7K | 0.17% | 67 |
|
|
2024
Q4 | $508K | Sell |
2,120
-20
| -0.9% | -$4.79K | 0.21% | 65 |
|
|
2024
Q3 | $451K | Buy |
2,140
+541
| +34% | +$114K | 0.19% | 65 |
|
|
2024
Q2 | $323K | Buy |
1,599
+78
| +5% | +$15.8K | 0.15% | 80 |
|
|
2024
Q1 | $305K | Sell |
1,521
-115
| -7% | -$23K | 0.19% | 78 |
|
|
2023
Q4 | $278K | Buy |
+1,636
| New | +$278K | 0.19% | 73 |
|