QWP
Quotient Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
14,216
+1,711
| +14% | +$496K | 0.12% | 50 |
|
|
2025
Q1 | $3.07M | Sell |
12,505
-449
| -3% | -$110K | 0.1% | 54 |
|
|
2024
Q4 | $3.11M | Buy |
12,954
+112
| +0.9% | +$26.8K | 0.1% | 54 |
|
|
2024
Q3 | $2.71M | Buy |
12,842
+75
| +0.6% | +$15.8K | 0.09% | 53 |
|
|
2024
Q2 | $2.58M | Buy |
12,767
+2,626
| +26% | +$531K | 0.09% | 55 |
|
|
2024
Q1 | $2.03M | Buy |
10,141
+2,170
| +27% | +$435K | 0.07% | 75 |
|
|
2023
Q4 | $1.36M | Buy |
+7,971
| New | +$1.36M | 0.05% | 99 |
|