SWS
SYSTM Wealth Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,888
| Closed | -$1.39M | – | 371 |
|
|
2024
Q2 | $1.39M | Sell |
6,888
-16,942
| -71% | -$3.43M | 0.31% | 96 |
|
|
2024
Q1 | $4.77M | Sell |
23,830
-3,034
| -11% | -$608K | 0.6% | 39 |
|
|
2023
Q4 | $4.57M | Sell |
26,864
-3,773
| -12% | -$642K | 0.63% | 36 |
|
|
2023
Q3 | $4.44M | Sell |
30,637
-3,693
| -11% | -$536K | 0.68% | 32 |
|
|
2023
Q2 | $4.99M | Buy |
34,330
+5,559
| +19% | +$808K | 0.68% | 29 |
|
|
2023
Q1 | $3.75M | Sell |
28,771
-2,530
| -8% | -$330K | 0.58% | 39 |
|
|
2022
Q4 | $4.2M | Buy |
+31,301
| New | +$4.2M | 0.52% | 46 |
|