WDG
Wealth Dimensions Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
6,544
-88
| -1% | -$25.5K | 0.42% | 35 |
|
|
2025
Q1 | $1.63M | Buy |
6,632
+211
| +3% | +$51.8K | 0.39% | 39 |
|
|
2024
Q4 | $1.54M | Buy |
6,421
+1,024
| +19% | +$245K | 0.38% | 38 |
|
|
2024
Q3 | $1.14M | Buy |
5,397
+176
| +3% | +$37.1K | 0.29% | 43 |
|
|
2024
Q2 | $1.06M | Sell |
5,221
-287
| -5% | -$58K | 0.3% | 42 |
|
|
2024
Q1 | $1.1M | Sell |
5,508
-235
| -4% | -$47.1K | 0.33% | 38 |
|
|
2023
Q4 | $977K | Sell |
5,743
-384
| -6% | -$65.3K | 0.31% | 42 |
|
|
2023
Q3 | $889K | Sell |
6,127
-241
| -4% | -$35K | 0.32% | 44 |
|
|
2023
Q2 | $926K | Buy |
6,368
+678
| +12% | +$98.6K | 0.34% | 41 |
|
|
2023
Q1 | $741K | Sell |
5,690
-702
| -11% | -$91.5K | 0.29% | 48 |
|
|
2022
Q4 | $857K | Buy |
6,392
+213
| +3% | +$28.6K | 0.35% | 46 |
|
|
2022
Q3 | $646K | Sell |
6,179
-173
| -3% | -$18.1K | 0.32% | 45 |
|
|
2022
Q2 | $715K | Buy |
6,352
+59
| +0.9% | +$6.64K | 0.34% | 46 |
|
|
2022
Q1 | $858K | Sell |
6,293
-258
| -4% | -$35.2K | 0.4% | 46 |
|
|
2021
Q4 | $1.04M | Buy |
6,551
+704
| +12% | +$111K | 0.51% | 31 |
|
|
2021
Q3 | $957K | Buy |
5,847
+1,001
| +21% | +$164K | 0.61% | 28 |
|
|
2021
Q2 | $754K | Sell |
4,846
-267
| -5% | -$41.5K | 0.51% | 37 |
|
|
2021
Q1 | $778K | Buy |
5,113
+355
| +7% | +$54K | 0.6% | 31 |
|
|
2020
Q4 | $605K | Buy |
+4,758
| New | +$605K | 0.52% | 36 |
|