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SYSTM Wealth Solutions LLC

SEC CIK
0001961893
Latest filing
Nov 14, 2024

JPM holding history

JPMorgan Chase & Co in every 13F filed by SYSTM Wealth Solutions 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 Q3 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of JPM by SYSTM Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−6,888−100.0%Sold outHolders
Q2 20246,888$1.39M0.3%−16,942−71.1%ReducedHolders
Q1 202423,830$4.77M0.6%−3,034−11.3%ReducedHolders
Q4 202326,864$4.57M0.6%−3,773−12.3%ReducedHolders
Q3 202330,637$4.44M0.7%−3,693−10.8%ReducedHolders
Q2 202334,330$4.99M0.7%+5,559+19.3%AddedHolders
Q1 202328,771$3.75M0.6%−2,530−8.1%ReducedHolders
Q4 202231,301$4.20M0.5%–No prior filingHolders