SWMG
Sanchez Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
1,747
-8
| -0.5% | -$2.32K | 0.12% | 32 |
|
|
2025
Q1 | $430K | Buy |
1,755
+1
| +0.1% | +$245 | 0.12% | 35 |
|
|
2024
Q4 | $420K | Buy |
1,754
+9
| +0.5% | +$2.16K | 0.11% | 36 |
|
|
2024
Q3 | $368K | Hold |
1,745
| – | – | 0.11% | 33 |
|
|
2024
Q2 | $353K | Sell |
1,745
-75
| -4% | -$15.2K | 0.11% | 32 |
|
|
2024
Q1 | $365K | Buy |
1,820
+1
| +0.1% | +$200 | 0.12% | 34 |
|
|
2023
Q4 | $309K | Sell |
1,819
-15
| -0.8% | -$2.55K | 0.11% | 32 |
|
|
2023
Q3 | $266K | Buy |
1,834
+18
| +1% | +$2.61K | 0.11% | 33 |
|
|
2023
Q2 | $264K | Buy |
1,816
+1
| +0.1% | +$145 | 0.11% | 34 |
|
|
2023
Q1 | $237K | Hold |
1,815
| – | – | 0.1% | 34 |
|
|
2022
Q4 | $243K | Buy |
+1,815
| New | +$243K | 0.12% | 31 |
|