WFWM
Wechter Feldman Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $491K | Hold |
3,154
| – | – | 0.34% | 15 |
|
|
2021
Q1 | $480K | Hold |
3,154
| – | – | 0.35% | 16 |
|
|
2020
Q4 | $401K | Buy |
3,154
+100
| +3% | +$12.7K | 0.3% | 17 |
|
|
2020
Q3 | $294K | Hold |
3,054
| – | – | 0.23% | 20 |
|
|
2020
Q2 | $287K | Hold |
3,054
| – | – | 0.26% | 20 |
|
|
2020
Q1 | $275K | Sell |
3,054
-512
| -14% | -$46.1K | 0.67% | 17 |
|
|
2019
Q4 | $497K | Sell |
3,566
-159
| -4% | -$22.2K | 0.33% | 22 |
|
|
2019
Q3 | $438K | Hold |
3,725
| – | – | 0.28% | 25 |
|
|
2019
Q2 | $416K | Hold |
3,725
| – | – | 0.28% | 24 |
|
|
2019
Q1 | $377K | Hold |
3,725
| – | – | 0.25% | 25 |
|
|
2018
Q4 | $364K | Hold |
3,725
| – | – | 0.35% | 23 |
|
|
2018
Q3 | $420K | Hold |
3,725
| – | – | 0.26% | 29 |
|
|
2018
Q2 | $388K | Buy |
3,725
+665
| +22% | +$69.3K | 0.27% | 27 |
|
|
2018
Q1 | $337K | Hold |
3,060
| – | – | 0.24% | 24 |
|
|
2017
Q4 | $327K | Hold |
3,060
| – | – | 0.23% | 23 |
|
|
2017
Q3 | $292K | Hold |
3,060
| – | – | 0.22% | 19 |
|
|
2017
Q2 | $280K | Hold |
3,060
| – | – | 0.22% | 20 |
|
|
2017
Q1 | $269K | Buy |
+3,060
| New | +$269K | 0.18% | 27 |
|