YWS
Yarger Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
10,033
+1,961
| +24% | +$568K | 1.52% | 20 |
|
|
2025
Q1 | $1.98M | Sell |
8,072
-1,740
| -18% | -$427K | 1.16% | 26 |
|
|
2024
Q4 | $2.35M | Buy |
9,812
+364
| +4% | +$87.3K | 1.36% | 22 |
|
|
2024
Q3 | $1.99M | Sell |
9,448
-75
| -0.8% | -$15.8K | 1.1% | 26 |
|
|
2024
Q2 | $1.93M | Sell |
9,523
-590
| -6% | -$119K | 1.16% | 24 |
|
|
2024
Q1 | $2.03M | Sell |
10,113
-1,336
| -12% | -$268K | 1.38% | 23 |
|
|
2023
Q4 | $1.95M | Sell |
11,449
-1,556
| -12% | -$265K | 1.57% | 18 |
|
|
2023
Q3 | $1.89M | Buy |
13,005
+9,356
| +256% | +$1.36M | 1.6% | 20 |
|
|
2023
Q2 | $531K | Sell |
3,649
-194
| -5% | -$28.2K | 0.48% | 37 |
|
|
2023
Q1 | $501K | Buy |
3,843
+24
| +0.6% | +$3.13K | 0.55% | 33 |
|
|
2022
Q4 | $512K | Buy |
3,819
+26
| +0.7% | +$3.49K | 0.63% | 30 |
|
|
2022
Q3 | $396K | Sell |
3,793
-230
| -6% | -$24K | 0.53% | 32 |
|
|
2022
Q2 | $460K | Buy |
4,023
+28
| +0.7% | +$3.2K | 0.59% | 31 |
|
|
2022
Q1 | $545K | Buy |
3,995
+1,258
| +46% | +$172K | 0.71% | 28 |
|
|
2021
Q4 | $433K | Buy |
+2,737
| New | +$433K | 0.47% | 34 |
|