AWAU
Alliance Wealth Advisors (Utah)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
1,777
+188
| +12% | +$54.5K | 0.12% | 160 |
|
|
2025
Q1 | $390K | Sell |
1,589
-28
| -2% | -$6.87K | 0.1% | 182 |
|
|
2024
Q4 | $388K | Sell |
1,617
-9
| -0.6% | -$2.16K | 0.1% | 186 |
|
|
2024
Q3 | $343K | Sell |
1,626
-607
| -27% | -$128K | 0.09% | 192 |
|
|
2024
Q2 | $452K | Sell |
2,233
-64
| -3% | -$12.9K | 0.13% | 147 |
|
|
2024
Q1 | $460K | Sell |
2,297
-530
| -19% | -$106K | 0.14% | 148 |
|
|
2023
Q4 | $481K | Sell |
2,827
-447
| -14% | -$76K | 0.16% | 133 |
|
|
2023
Q3 | $475K | Sell |
3,274
-306
| -9% | -$44.4K | 0.18% | 125 |
|
|
2023
Q2 | $521K | Buy |
3,580
+62
| +2% | +$9.02K | 0.19% | 119 |
|
|
2023
Q1 | $458K | Sell |
3,518
-158
| -4% | -$20.6K | 0.18% | 123 |
|
|
2022
Q4 | $493K | Buy |
+3,676
| New | +$493K | 0.22% | 109 |
|