AWM
Arista Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
39,261
+38,086
| +3,241% | +$11M | 1.57% | 14 |
|
|
2025
Q1 | $288K | Hold |
1,175
| – | – | 0.07% | 55 |
|
|
2024
Q4 | $282K | Hold |
1,175
| – | – | 0.07% | 54 |
|
|
2024
Q3 | $248K | Hold |
1,175
| – | – | 0.06% | 58 |
|
|
2024
Q2 | $238K | Buy |
+1,175
| New | +$238K | 0.06% | 57 |
|