1WA
180 Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
18,734
-285
| -1% | -$82.6K | 0.76% | 28 |
|
|
2025
Q1 | $4.67M | Buy |
19,019
+23
| +0.1% | +$5.64K | 0.74% | 27 |
|
|
2024
Q4 | $4.55M | Sell |
18,996
-336
| -2% | -$80.5K | 0.71% | 26 |
|
|
2024
Q3 | $4.08M | Sell |
19,332
-261
| -1% | -$55K | 0.64% | 34 |
|
|
2024
Q2 | $4.06M | Buy |
19,593
+167
| +0.9% | +$34.6K | 0.66% | 33 |
|
|
2024
Q1 | $3.89M | Buy |
19,426
+129
| +0.7% | +$25.8K | 0.7% | 30 |
|
|
2023
Q4 | $3.32M | Sell |
19,297
-387
| -2% | -$66.6K | 0.66% | 31 |
|
|
2023
Q3 | $2.85M | Buy |
19,684
+1,210
| +7% | +$175K | 0.64% | 33 |
|
|
2023
Q2 | $2.71M | Sell |
18,474
-20
| -0.1% | -$2.93K | 0.59% | 37 |
|
|
2023
Q1 | $2.41M | Buy |
18,494
+83
| +0.5% | +$10.8K | 0.56% | 46 |
|
|
2022
Q4 | $2.58M | Buy |
18,411
+1,086
| +6% | +$152K | 0.61% | 41 |
|
|
2022
Q3 | $1.81M | Sell |
17,325
-89
| -0.5% | -$9.3K | 0.5% | 58 |
|
|
2022
Q2 | $1.99M | Buy |
17,414
+379
| +2% | +$43.2K | 0.51% | 57 |
|
|
2022
Q1 | $2.23M | Buy |
17,035
+1,049
| +7% | +$138K | 0.49% | 57 |
|
|
2021
Q4 | $2.32M | Sell |
15,986
-261
| -2% | -$37.9K | 0.52% | 48 |
|
|
2021
Q3 | $2.71M | Buy |
16,247
+149
| +0.9% | +$24.8K | 0.6% | 37 |
|
|
2021
Q2 | $2.56M | Buy |
16,098
+228
| +1% | +$36.3K | 0.59% | 39 |
|
|
2021
Q1 | $2.58M | Sell |
15,870
-50
| -0.3% | -$8.13K | 0.64% | 36 |
|
|
2020
Q4 | $2.2M | Buy |
15,920
+1,217
| +8% | +$168K | 0.63% | 33 |
|
|
2020
Q3 | $1.48M | Buy |
14,703
+193
| +1% | +$19.4K | 0.55% | 46 |
|
|
2020
Q2 | $1.42M | Sell |
14,510
-158
| -1% | -$15.5K | 0.57% | 43 |
|
|
2020
Q1 | $1.28M | Buy |
14,668
+995
| +7% | +$87.1K | 0.67% | 35 |
|
|
2019
Q4 | $1.87M | Buy |
13,673
+135
| +1% | +$18.5K | 0.75% | 27 |
|
|
2019
Q3 | $1.57M | Sell |
13,538
-2,827
| -17% | -$328K | 0.7% | 29 |
|
|
2019
Q2 | $1.85M | Sell |
16,365
-344
| -2% | -$38.8K | 0.83% | 26 |
|
|
2019
Q1 | $1.89M | Buy |
16,709
+3,955
| +31% | +$448K | 0.86% | 23 |
|
|
2018
Q4 | $1.44M | Sell |
12,754
-284
| -2% | -$32K | 0.67% | 34 |
|
|
2018
Q3 | $1.47M | Buy |
13,038
+1,485
| +13% | +$168K | 0.68% | 33 |
|
|
2018
Q2 | $1.2M | Sell |
11,553
-1,799
| -13% | -$187K | 0.6% | 49 |
|
|
2018
Q1 | $1.47M | Sell |
13,352
-1,034
| -7% | -$114K | 0.76% | 34 |
|
|
2017
Q4 | $1.54M | Buy |
+14,386
| New | +$1.54M | 0.78% | 34 |
|