WE
Wealth Effects’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Buy |
29,642
+361
| +1% | +$105K | 3.22% | 6 |
|
|
2025
Q1 | $7.18M | Sell |
29,281
-1,270
| -4% | -$312K | 3.02% | 6 |
|
|
2024
Q4 | $7.32M | Sell |
30,551
-199
| -0.6% | -$47.7K | 2.6% | 7 |
|
|
2024
Q3 | $6.48M | Sell |
30,750
-38
| -0.1% | -$8.01K | 2.27% | 8 |
|
|
2024
Q2 | $6.23M | Buy |
30,788
+311
| +1% | +$62.9K | 2.26% | 8 |
|
|
2024
Q1 | $6.1M | Sell |
30,477
-1,873
| -6% | -$375K | 2.25% | 7 |
|
|
2023
Q4 | $5.5M | Buy |
32,350
+2,478
| +8% | +$422K | 2.07% | 8 |
|
|
2023
Q3 | $4.33M | Sell |
29,872
-297
| -1% | -$43.1K | 2.14% | 8 |
|
|
2023
Q2 | $4.39M | Sell |
30,169
-599
| -2% | -$87.1K | 1.93% | 8 |
|
|
2023
Q1 | $4.01M | Sell |
30,768
-1,141
| -4% | -$149K | 2.05% | 7 |
|
|
2022
Q4 | $4.28M | Sell |
31,909
-413
| -1% | -$55.4K | 2.44% | 7 |
|
|
2022
Q3 | $3.38M | Buy |
32,322
+179
| +0.6% | +$18.7K | 2.07% | 8 |
|
|
2022
Q2 | $3.62M | Buy |
32,143
+396
| +1% | +$44.6K | 2.18% | 10 |
|
|
2022
Q1 | $4.33M | Buy |
31,747
+967
| +3% | +$132K | 2.02% | 10 |
|
|
2021
Q4 | $4.87M | Buy |
+30,780
| New | +$4.87M | 2.02% | 10 |
|