WMA
Wealth Management Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
8,737
+572
| +7% | +$166K | 0.99% | 27 |
|
|
2025
Q1 | $2M | Sell |
8,165
-20
| -0.2% | -$4.91K | 0.86% | 26 |
|
|
2024
Q4 | $1.96M | Sell |
8,185
-43
| -0.5% | -$10.3K | 0.84% | 29 |
|
|
2024
Q3 | $1.74M | Sell |
8,228
-179
| -2% | -$37.7K | 0.76% | 30 |
|
|
2024
Q2 | $1.7M | Hold |
8,407
| – | – | 0.8% | 29 |
|
|
2024
Q1 | $1.7M | Sell |
8,407
-219
| -3% | -$44.3K | 0.8% | 29 |
|
|
2023
Q4 | $1.47M | Sell |
8,626
-693
| -7% | -$118K | 0.77% | 27 |
|
|
2023
Q3 | $1.35M | Buy |
9,319
+498
| +6% | +$72.2K | 0.79% | 29 |
|
|
2023
Q2 | $1.28M | Sell |
8,821
-316
| -3% | -$46K | 0.73% | 30 |
|
|
2023
Q1 | $1.19M | Buy |
9,137
+58
| +0.6% | +$7.56K | 0.74% | 29 |
|
|
2022
Q4 | $1.22M | Buy |
9,079
+1,057
| +13% | +$142K | 0.81% | 28 |
|
|
2022
Q3 | $838K | Sell |
8,022
-68
| -0.8% | -$7.11K | 0.59% | 39 |
|
|
2022
Q2 | $911K | Sell |
8,090
-493
| -6% | -$55.5K | 0.62% | 37 |
|
|
2022
Q1 | $1.17M | Buy |
8,583
+263
| +3% | +$35.9K | 0.66% | 31 |
|
|
2021
Q4 | $1.32M | Sell |
8,320
-119
| -1% | -$18.8K | 0.71% | 29 |
|
|
2021
Q3 | $1.38M | Buy |
8,439
+46
| +0.5% | +$7.53K | 0.81% | 27 |
|
|
2021
Q2 | $1.31M | Buy |
8,393
+1,309
| +18% | +$204K | 0.74% | 29 |
|
|
2021
Q1 | $1.08M | Sell |
7,084
-95
| -1% | -$14.5K | 0.68% | 29 |
|
|
2020
Q4 | $912K | Sell |
7,179
-307
| -4% | -$39K | 0.6% | 39 |
|
|
2020
Q3 | $721K | Sell |
7,486
-3,293
| -31% | -$317K | 0.56% | 43 |
|
|
2020
Q2 | $1.01M | Buy |
10,779
+1,145
| +12% | +$108K | 0.85% | 26 |
|
|
2020
Q1 | $867K | Buy |
9,634
+6,276
| +187% | +$565K | 0.88% | 26 |
|
|
2019
Q4 | $468K | Buy |
3,358
+609
| +22% | +$84.9K | 0.33% | 76 |
|
|
2019
Q3 | $324K | Buy |
2,749
+3
| +0.1% | +$353 | 0.26% | 88 |
|
|
2019
Q2 | $307K | Buy |
2,746
+204
| +8% | +$22.8K | 0.31% | 69 |
|
|
2019
Q1 | $257K | Buy |
2,542
+94
| +4% | +$9.52K | 0.28% | 79 |
|
|
2018
Q4 | $239K | Buy |
+2,448
| New | +$239K | 0.32% | 71 |
|