WIA
Wetzel Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
44,208
-269
| -0.6% | -$78K | 5.86% | 5 |
|
|
2025
Q1 | $10.9M | Sell |
44,477
-363
| -0.8% | -$89K | 5.5% | 4 |
|
|
2024
Q4 | $10.7M | Sell |
44,840
-171
| -0.4% | -$41K | 5.34% | 4 |
|
|
2024
Q3 | $9.49M | Sell |
45,011
-1,053
| -2% | -$222K | 4.77% | 4 |
|
|
2024
Q2 | $9.23M | Sell |
46,064
-163
| -0.4% | -$32.6K | 5.28% | 3 |
|
|
2024
Q1 | $8.38M | Sell |
46,227
-788
| -2% | -$143K | 4.93% | 3 |
|
|
2023
Q4 | $8M | Buy |
+47,015
| New | +$8M | 4.91% | 3 |
|