QWM
Quadcap Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
18,026
-14
| -0.1% | -$4.06K | 0.66% | 35 |
|
|
2025
Q1 | $4.43M | Sell |
18,040
-863
| -5% | -$212K | 0.64% | 35 |
|
|
2024
Q4 | $4.53M | Sell |
18,903
-931
| -5% | -$223K | 0.67% | 30 |
|
|
2024
Q3 | $4.18M | Buy |
19,834
+116
| +0.6% | +$24.5K | 0.65% | 29 |
|
|
2024
Q2 | $3.99M | Sell |
19,718
-333
| -2% | -$67.4K | 0.72% | 27 |
|
|
2024
Q1 | $4.02M | Sell |
20,051
-2,502
| -11% | -$501K | 0.91% | 20 |
|
|
2023
Q4 | $3.84M | Buy |
+22,553
| New | +$3.84M | 0.99% | 17 |
|