UWM
Udine Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Sell |
30,752
-2,042
| -6% | -$592K | 4.71% | 8 |
|
|
2025
Q1 | $8.04M | Buy |
32,794
+1,771
| +6% | +$434K | 5.38% | 8 |
|
|
2024
Q4 | $7.44M | Sell |
31,023
-1,861
| -6% | -$446K | 4.78% | 7 |
|
|
2024
Q3 | $6.93M | Buy |
32,884
+208
| +0.6% | +$43.9K | 4.89% | 7 |
|
|
2024
Q2 | $6.61M | Buy |
32,676
+43
| +0.1% | +$8.7K | 4.6% | 8 |
|
|
2024
Q1 | $6.54M | Sell |
32,633
-6,003
| -16% | -$1.2M | 4.51% | 8 |
|
|
2023
Q4 | $6.57M | Sell |
38,636
-888
| -2% | -$151K | 5.23% | 7 |
|
|
2023
Q3 | $5.73M | Buy |
39,524
+602
| +2% | +$87.3K | 5.54% | 6 |
|
|
2023
Q2 | $5.66M | Sell |
38,922
-420
| -1% | -$61.1K | 5.38% | 6 |
|
|
2023
Q1 | $5.13M | Buy |
39,342
+1,341
| +4% | +$175K | 7.91% | 4 |
|
|
2022
Q4 | $35.1M | Sell |
38,001
-91
| -0.2% | -$84K | 43.18% | 1 |
|
|
2022
Q3 | $3.98M | Buy |
38,092
+8,043
| +27% | +$841K | 6.29% | 4 |
|
|
2022
Q2 | $3.38M | Buy |
30,049
+3,050
| +11% | +$343K | 6.13% | 5 |
|
|
2022
Q1 | $3.68M | Buy |
26,999
+2,620
| +11% | +$357K | 4.01% | 8 |
|
|
2021
Q4 | $3.86M | Buy |
+24,379
| New | +$3.86M | 3.98% | 6 |
|