WMWM
Whitaker-Myers Wealth Managers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
8,563
+2,496
| +41% | +$724K | 0.63% | 22 |
|
|
2025
Q1 | $1.49M | Buy |
6,067
+2,373
| +64% | +$582K | 0.42% | 26 |
|
|
2024
Q4 | $885K | Buy |
3,694
+217
| +6% | +$52K | 0.26% | 43 |
|
|
2024
Q3 | $733K | Buy |
3,477
+798
| +30% | +$168K | 0.24% | 48 |
|
|
2024
Q2 | $542K | Buy |
2,679
+487
| +22% | +$98.5K | 0.2% | 56 |
|
|
2024
Q1 | $439K | Sell |
2,192
-93
| -4% | -$18.6K | 0.19% | 61 |
|
|
2023
Q4 | $389K | Buy |
2,285
+271
| +13% | +$46.1K | 0.19% | 59 |
|
|
2023
Q3 | $292K | Hold |
2,014
| – | – | 0.18% | 59 |
|
|
2023
Q2 | $293K | Buy |
2,014
+234
| +13% | +$34K | 0.2% | 57 |
|
|
2023
Q1 | $232K | Buy |
1,780
+58
| +3% | +$7.56K | 0.18% | 63 |
|
|
2022
Q4 | $231K | Buy |
+1,722
| New | +$231K | 0.22% | 62 |
|