AWA
Alta Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
13,622
+120
| +0.9% | +$34.8K | 1.86% | 14 |
|
|
2025
Q1 | $3.31M | Buy |
13,502
+4,876
| +57% | +$1.2M | 1.52% | 16 |
|
|
2024
Q4 | $2.07M | Buy |
8,626
+151
| +2% | +$36.2K | 0.9% | 25 |
|
|
2024
Q3 | $1.79M | Buy |
8,475
+676
| +9% | +$143K | 0.82% | 25 |
|
|
2024
Q2 | $1.58M | Buy |
7,799
+22
| +0.3% | +$4.45K | 0.79% | 29 |
|
|
2024
Q1 | $1.56M | Buy |
7,777
+30
| +0.4% | +$6.01K | 0.79% | 31 |
|
|
2023
Q4 | $1.32M | Sell |
7,747
-70
| -0.9% | -$11.9K | 0.74% | 35 |
|
|
2023
Q3 | $1.13M | Buy |
7,817
+201
| +3% | +$29.1K | 0.69% | 41 |
|
|
2023
Q2 | $1.11M | Sell |
7,616
-138
| -2% | -$20.1K | 0.65% | 48 |
|
|
2023
Q1 | $1.01M | Sell |
7,754
-149
| -2% | -$19.4K | 0.64% | 44 |
|
|
2022
Q4 | $1.06M | Buy |
7,903
+158
| +2% | +$21.2K | 0.72% | 37 |
|
|
2022
Q3 | $809K | Buy |
7,745
+551
| +8% | +$57.6K | 0.58% | 47 |
|
|
2022
Q2 | $812K | Buy |
7,194
+9
| +0.1% | +$1.02K | 0.56% | 52 |
|
|
2022
Q1 | $979K | Buy |
7,185
+481
| +7% | +$65.5K | 0.58% | 49 |
|
|
2021
Q4 | $1.06M | Buy |
6,704
+180
| +3% | +$28.5K | 0.65% | 46 |
|
|
2021
Q3 | $1.07M | Buy |
6,524
+2
| +0% | +$327 | 0.78% | 38 |
|
|
2021
Q2 | $1.02M | Buy |
6,522
+182
| +3% | +$28.3K | 0.74% | 43 |
|
|
2021
Q1 | $965K | Buy |
+6,340
| New | +$965K | 0.81% | 39 |
|