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Wealth Management Solutions’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$403K Buy
2,778
+8
+0.3% +$1.16K 0.28% 49
2023
Q2
$403K Buy
2,770
+130
+5% +$18.9K 0.26% 50
2023
Q1
$344K Buy
2,640
+83
+3% +$10.8K 0.2% 58
2022
Q4
$343K Buy
+2,557
New +$343K 0.18% 64