WP
WealthSpring Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $978K | Sell |
6,740
-348
| -5% | -$50.5K | 0.73% | 21 |
|
|
2023
Q2 | $1.03M | Sell |
7,088
-20
| -0.3% | -$2.91K | 0.75% | 22 |
|
|
2023
Q1 | $926K | Sell |
7,108
-216
| -3% | -$28.1K | 0.72% | 22 |
|
|
2022
Q4 | $982K | Sell |
7,324
-184
| -2% | -$24.7K | 0.77% | 23 |
|
|
2022
Q3 | $785K | Buy |
+7,508
| New | +$785K | 0.69% | 22 |
|