AWM
Allen Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Sell |
3,016
-100
| -3% | -$29K | 0.61% | 32 |
|
|
2025
Q1 | $764K | Sell |
3,116
-5
| -0.2% | -$1.23K | 0.53% | 34 |
|
|
2024
Q4 | $748K | Sell |
3,121
-10
| -0.3% | -$2.4K | 0.54% | 34 |
|
|
2024
Q3 | $660K | Sell |
3,131
-5
| -0.2% | -$1.05K | 0.46% | 36 |
|
|
2024
Q2 | $634K | Buy |
3,136
+205
| +7% | +$41.5K | 0.56% | 34 |
|
|
2024
Q1 | $587K | Buy |
2,931
+39
| +1% | +$7.81K | 0.52% | 37 |
|
|
2023
Q4 | $492K | Buy |
+2,892
| New | +$492K | 0.48% | 35 |
|