QWM
QP Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $942K | Sell |
6,495
-1,091
| -14% | -$158K | 1.64% | 21 |
|
|
2023
Q2 | $1.1M | Sell |
7,586
-200
| -3% | -$29.1K | 1.75% | 21 |
|
|
2023
Q1 | $1.01M | Buy |
7,786
+26
| +0.3% | +$3.39K | 1.66% | 24 |
|
|
2022
Q4 | $1.04M | Sell |
7,760
-346
| -4% | -$46.4K | 1.62% | 24 |
|
|
2022
Q3 | $861K | Buy |
8,106
+1,819
| +29% | +$193K | 1.24% | 30 |
|
|
2022
Q2 | $708K | Sell |
6,287
-1,470
| -19% | -$166K | 0.97% | 33 |
|
|
2022
Q1 | $1.06M | Buy |
7,757
+57
| +0.7% | +$7.77K | 1.18% | 30 |
|
|
2021
Q4 | $1.22M | Buy |
7,700
+67
| +0.9% | +$10.6K | 1.29% | 28 |
|
|
2021
Q3 | $1.25M | Sell |
7,633
-127
| -2% | -$20.8K | 1.34% | 27 |
|
|
2021
Q2 | $1.21M | Sell |
7,760
-1,141
| -13% | -$177K | 1.24% | 30 |
|
|
2021
Q1 | $1.36M | Buy |
8,901
+15
| +0.2% | +$2.28K | 1.47% | 27 |
|
|
2020
Q4 | $1.13M | Sell |
8,886
-260
| -3% | -$33K | 1.25% | 28 |
|
|
2020
Q3 | $880K | Sell |
9,146
-9,390
| -51% | -$903K | 1.13% | 28 |
|
|
2020
Q2 | $1.74M | Sell |
18,536
-405
| -2% | -$38.1K | 2.41% | 17 |
|
|
2020
Q1 | $1.69M | Buy |
18,941
+6,517
| +52% | +$583K | 2.45% | 16 |
|
|
2019
Q4 | $1.69M | Buy |
+12,424
| New | +$1.69M | 2.06% | 14 |
|