WWP
WR Wealth Planners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.27M | Sell |
9,457
-184
| -2% | -$44.1K | 0.73% | 21 |
|
|
2024
Q3 | $2.03M | Buy |
9,641
+58
| +0.6% | +$12.2K | 0.57% | 31 |
|
|
2024
Q2 | $1.94M | Sell |
9,583
-301
| -3% | -$60.9K | 0.59% | 29 |
|
|
2024
Q1 | $1.98M | Buy |
9,884
+216
| +2% | +$43.3K | 0.62% | 28 |
|
|
2023
Q4 | $1.64M | Buy |
9,668
+977
| +11% | +$166K | 0.61% | 36 |
|
|
2023
Q3 | $1.26M | Buy |
8,691
+2,217
| +34% | +$322K | 0.48% | 37 |
|
|
2023
Q2 | $942K | Buy |
6,474
+3,384
| +110% | +$492K | 0.36% | 47 |
|
|
2023
Q1 | $403K | Buy |
3,090
+2,646
| +596% | +$345K | 0.17% | 96 |
|
|
2022
Q4 | $59.5K | Sell |
444
-24
| -5% | -$3.22K | 0.04% | 161 |
|
|
2022
Q3 | $48.9K | Buy |
468
+30
| +7% | +$3.14K | 0.03% | 161 |
|
|
2022
Q2 | $49.3K | Buy |
438
+3
| +0.7% | +$338 | 0.03% | 172 |
|
|
2022
Q1 | $59.3K | Buy |
+435
| New | +$59.3K | 0.04% | 161 |
|