ML & R Wealth Management LLC
- SEC CIK
- 0001903320
- Latest filing
- May 14, 2024
JPM holding history
JPMorgan Chase & Co in every 13F filed by ML & R Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q1 2024 holdings
- Shares (Q1 2024)
- 3,903
- Value
- $781.8K
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 3,903 | $781.8K | 0.2% | +43+1.1% | Added | Holders |
| Q4 2023 | 3,860 | $656.6K | 0.1% | −97−2.5% | Reduced | Holders |
| Q3 2023 | 3,957 | $573.8K | 0.1% | +482+13.9% | Added | Holders |
| Q2 2023 | 3,475 | $505.4K | 0.1% | −13−0.4% | Reduced | Holders |
| Q1 2023 | 3,488 | $454.5K | 0.1% | +3,488 | New | Holders |