WWM
Wiser Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
1,511
+177
| +13% | +$51.3K | 0.11% | 35 |
|
|
2025
Q1 | $327K | Buy |
1,334
+57
| +4% | +$14K | 0.09% | 35 |
|
|
2024
Q4 | $306K | Buy |
1,277
+157
| +14% | +$37.6K | 0.09% | 37 |
|
|
2024
Q3 | $236K | Buy |
1,120
+87
| +8% | +$18.3K | 0.07% | 44 |
|
|
2024
Q2 | $209K | Buy |
+1,033
| New | +$209K | 0.06% | 35 |
|