WAM
Wilson Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,597
| Closed | -$5.58M | – | 29 |
|
|
2022
Q4 | $5.58M | Hold |
41,597
| – | – | 1.69% | 22 |
|
|
2022
Q3 | $4.35M | Hold |
41,597
| – | – | 1.46% | 22 |
|
|
2022
Q2 | $4.68M | Sell |
41,597
-19,240
| -32% | -$2.17M | 1.4% | 22 |
|
|
2022
Q1 | $8.29M | Buy |
+60,837
| New | +$8.29M | 2.07% | 20 |
|