Wealth Management Solutions, LLC

SEC CIK: 0001905979
Latest filing: Oct 25, 2023

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Wealth Management Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q3 2023 holdings

Shares (Q3 2023): 2,778
Value: $402.9K
% of portfolio: 0.3%
Quarters held: 4; Since Q4 2022

Holdings of JPM by Wealth Management Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	2,778	$402.9K	0.3%	+8+0.3%	Added	Holders
Q2 2023	2,770	$402.8K	0.3%	+130+4.9%	Added	Holders
Q1 2023	2,640	$344.0K	0.2%	+83+3.2%	Added	Holders
Q4 2022	2,557	$343.0K	0.2%	+2,557	New	Holders