WAM
Weinberger Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,064
+248
| +5% | +$71.9K | 0.57% | 37 |
|
|
2025
Q1 | $1.18M | Sell |
4,816
-21
| -0.4% | -$5.15K | 0.51% | 38 |
|
|
2024
Q4 | $1.16M | Sell |
4,837
-2
| -0% | -$479 | 0.48% | 38 |
|
|
2024
Q3 | $1.02M | Buy |
4,839
+46
| +1% | +$9.7K | 0.43% | 41 |
|
|
2024
Q2 | $969K | Buy |
4,793
+42
| +0.9% | +$8.5K | 0.46% | 41 |
|
|
2024
Q1 | $952K | Sell |
4,751
-25
| -0.5% | -$5.01K | 0.46% | 40 |
|
|
2023
Q4 | $812K | Buy |
4,776
+76
| +2% | +$12.9K | 0.42% | 43 |
|
|
2023
Q3 | $682K | Sell |
4,700
-1
| -0% | -$145 | 0.39% | 46 |
|
|
2023
Q2 | $684K | Buy |
4,701
+306
| +7% | +$44.5K | 0.38% | 46 |
|
|
2023
Q1 | $573K | Buy |
4,395
+219
| +5% | +$28.5K | 0.33% | 49 |
|
|
2022
Q4 | $560K | Sell |
4,176
-126
| -3% | -$16.9K | 0.34% | 46 |
|
|
2022
Q3 | $450K | Hold |
4,302
| – | – | 0.31% | 48 |
|
|
2022
Q2 | $484K | Buy |
+4,302
| New | +$484K | 0.32% | 46 |
|