YWM
Yoder Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
1,517
+172
| +13% | +$49.9K | 0.23% | 69 |
|
|
2025
Q1 | $330K | Sell |
1,345
-91
| -6% | -$22.3K | 0.19% | 76 |
|
|
2024
Q4 | $344K | Buy |
1,436
+39
| +3% | +$9.35K | 0.19% | 74 |
|
|
2024
Q3 | $295K | Buy |
1,397
+28
| +2% | +$5.9K | 0.18% | 84 |
|
|
2024
Q2 | $277K | Sell |
1,369
-18
| -1% | -$3.64K | 0.18% | 84 |
|
|
2024
Q1 | $278K | Sell |
1,387
-170
| -11% | -$34.1K | 0.18% | 82 |
|
|
2023
Q4 | $265K | Buy |
1,557
+39
| +3% | +$6.63K | 0.19% | 74 |
|
|
2023
Q3 | $220K | Buy |
1,518
+123
| +9% | +$17.8K | 0.18% | 73 |
|
|
2023
Q2 | $203K | Buy |
+1,395
| New | +$203K | 0.16% | 81 |
|