WLPWM
Walled Lake Planning & Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
8,876
-2,054
| -19% | -$595K | 0.84% | 35 |
|
|
2025
Q1 | $2.68M | Buy |
10,930
+14
| +0.1% | +$3.43K | 0.95% | 35 |
|
|
2024
Q4 | $2.62M | Buy |
10,916
+2,582
| +31% | +$619K | 0.97% | 32 |
|
|
2024
Q3 | $1.76M | Buy |
8,334
+3,449
| +71% | +$727K | 0.66% | 35 |
|
|
2024
Q2 | $988K | Buy |
4,885
+703
| +17% | +$142K | 0.4% | 41 |
|
|
2024
Q1 | $838K | Sell |
4,182
-587
| -12% | -$118K | 0.34% | 40 |
|
|
2023
Q4 | $811K | Sell |
4,769
-932
| -16% | -$159K | 0.38% | 39 |
|
|
2023
Q3 | $827K | Buy |
5,701
+377
| +7% | +$54.7K | 0.41% | 38 |
|
|
2023
Q2 | $774K | Sell |
5,324
-23
| -0.4% | -$3.35K | 0.38% | 38 |
|
|
2023
Q1 | $697K | Buy |
+5,347
| New | +$697K | 0.36% | 40 |
|
|
2022
Q4 | – | Sell |
-33,635
| Closed | -$3.52M | – | 69 |
|
|
2022
Q3 | $3.52M | Buy |
33,635
+1,227
| +4% | +$128K | 2.46% | 19 |
|
|
2022
Q2 | $3.65M | Buy |
32,408
+1,534
| +5% | +$173K | 2.51% | 20 |
|
|
2022
Q1 | $4.21M | Buy |
30,874
+576
| +2% | +$78.5K | 2.5% | 18 |
|
|
2021
Q4 | $4.8M | Buy |
30,298
+5,575
| +23% | +$883K | 2.78% | 14 |
|
|
2021
Q3 | $4.05M | Buy |
24,723
+182
| +0.7% | +$29.8K | 2.49% | 18 |
|
|
2021
Q2 | $3.82M | Buy |
24,541
+148
| +0.6% | +$23K | 2.48% | 17 |
|
|
2021
Q1 | $3.71M | Buy |
24,393
+148
| +0.6% | +$22.5K | 2.57% | 17 |
|
|
2020
Q4 | $3.08M | Sell |
24,245
-49
| -0.2% | -$6.23K | 2.34% | 17 |
|
|
2020
Q3 | $2.34M | Buy |
24,294
+1,526
| +7% | +$147K | 1.9% | 21 |
|
|
2020
Q2 | $2.14M | Buy |
22,768
+22,188
| +3,826% | +$2.09M | 1.79% | 21 |
|
|
2020
Q1 | $52K | Buy |
580
+1
| +0.2% | +$90 | 0.05% | 101 |
|
|
2019
Q4 | $81K | Buy |
+579
| New | +$81K | 0.06% | 97 |
|