WWM
WT Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $440K | Sell |
1,794
-5
| -0.3% | -$1.23K | 0.14% | 90 |
|
|
2024
Q4 | $431K | Sell |
1,799
-12
| -0.7% | -$2.88K | 0.14% | 92 |
|
|
2024
Q3 | $408K | Sell |
1,811
-46
| -2% | -$10.4K | 0.13% | 90 |
|
|
2024
Q2 | $376K | Sell |
1,857
-17,005
| -90% | -$3.44M | 0.13% | 89 |
|
|
2024
Q1 | $3.78M | Sell |
18,862
-456
| -2% | -$91.3K | 1.35% | 19 |
|
|
2023
Q4 | $3.29M | Buy |
19,318
+6,847
| +55% | +$1.16M | 1.3% | 21 |
|
|
2023
Q3 | $1.81M | Buy |
12,471
+854
| +7% | +$124K | 0.78% | 29 |
|
|
2023
Q2 | $1.69M | Sell |
11,617
-232
| -2% | -$33.7K | 0.7% | 35 |
|
|
2023
Q1 | $1.54M | Sell |
11,849
-3,747
| -24% | -$488K | 0.67% | 36 |
|
|
2022
Q4 | $2.09M | Sell |
15,596
-2,131
| -12% | -$286K | 1.02% | 26 |
|
|
2022
Q3 | $1.85M | Buy |
17,727
+12
| +0.1% | +$1.25K | 0.93% | 25 |
|
|
2022
Q2 | $2M | Sell |
17,715
-1,523
| -8% | -$172K | 0.99% | 27 |
|
|
2022
Q1 | $2.62M | Buy |
19,238
+986
| +5% | +$134K | 1.01% | 30 |
|
|
2021
Q4 | $2.89M | Buy |
18,252
+3,554
| +24% | +$563K | 1.06% | 27 |
|
|
2021
Q3 | $2.41M | Buy |
14,698
+2,015
| +16% | +$330K | 0.93% | 26 |
|
|
2021
Q2 | $1.97M | Buy |
12,683
+1,984
| +19% | +$309K | 0.8% | 33 |
|
|
2021
Q1 | $1.63M | Buy |
10,699
+8,419
| +369% | +$1.28M | 0.75% | 38 |
|
|
2020
Q4 | $289K | Sell |
2,280
-460
| -17% | -$58.3K | 0.16% | 102 |
|
|
2020
Q3 | $263K | Sell |
2,740
-835
| -23% | -$80.1K | 0.17% | 95 |
|
|
2020
Q2 | $336K | Buy |
3,575
+155
| +5% | +$14.6K | 0.27% | 66 |
|
|
2020
Q1 | $307K | Buy |
3,420
+1,761
| +106% | +$158K | 0.32% | 56 |
|
|
2019
Q4 | $231K | Buy |
+1,659
| New | +$231K | 0.18% | 87 |
|