WWM
Wagner Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,726
+55
| +1% | +$15.9K | 0.31% | 42 |
|
|
2025
Q1 | $1.15M | Buy |
4,671
+32
| +0.7% | +$7.85K | 0.29% | 42 |
|
|
2024
Q4 | $1.11M | Buy |
4,639
+529
| +13% | +$127K | 0.29% | 46 |
|
|
2024
Q3 | $867K | Sell |
4,110
-307
| -7% | -$64.7K | 0.23% | 51 |
|
|
2024
Q2 | $893K | Sell |
4,417
-51
| -1% | -$10.3K | 0.27% | 51 |
|
|
2024
Q1 | $895K | Sell |
4,468
-616
| -12% | -$123K | 0.27% | 51 |
|
|
2023
Q4 | $865K | Sell |
5,084
-1,777
| -26% | -$302K | 0.29% | 57 |
|
|
2023
Q3 | $995K | Buy |
6,861
+19
| +0.3% | +$2.76K | 0.37% | 50 |
|
|
2023
Q2 | $995K | Buy |
6,842
+303
| +5% | +$44.1K | 0.38% | 50 |
|
|
2023
Q1 | $852K | Buy |
6,539
+20
| +0.3% | +$2.61K | 0.39% | 53 |
|
|
2022
Q4 | $874K | Buy |
6,519
+22
| +0.3% | +$2.95K | 0.54% | 49 |
|
|
2022
Q3 | $679K | Buy |
6,497
+891
| +16% | +$93.1K | 0.5% | 45 |
|
|
2022
Q2 | $631K | Buy |
5,606
+154
| +3% | +$17.3K | 0.5% | 46 |
|
|
2022
Q1 | $743K | Sell |
5,452
-1,239
| -19% | -$169K | 0.52% | 54 |
|
|
2021
Q4 | $1.06M | Buy |
6,691
+403
| +6% | +$63.8K | 0.81% | 30 |
|
|
2021
Q3 | $1.07M | Sell |
6,288
-155
| -2% | -$26.3K | 0.85% | 29 |
|
|
2021
Q2 | $1M | Buy |
6,443
+457
| +8% | +$71.1K | 0.72% | 37 |
|
|
2021
Q1 | $911K | Buy |
5,986
+132
| +2% | +$20.1K | 0.72% | 37 |
|
|
2020
Q4 | $744K | Buy |
+5,854
| New | +$744K | 0.71% | 44 |
|
|
2018
Q3 | $600K | Buy |
5,318
+813
| +18% | +$91.7K | 0.4% | 67 |
|
|
2018
Q2 | $469K | Buy |
4,505
+405
| +10% | +$42.2K | 0.34% | 68 |
|
|
2018
Q1 | $451K | Buy |
4,100
+1
| +0% | +$110 | 0.34% | 66 |
|
|
2017
Q4 | $454K | Buy |
+4,099
| New | +$454K | 0.34% | 69 |
|