BOSSRA
B.O.S.S. Retirement Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
1,718
+311
| +22% | +$90.2K | 0.13% | 117 |
|
|
2025
Q1 | $345K | Sell |
1,407
-14
| -1% | -$3.43K | 0.1% | 126 |
|
|
2024
Q4 | $341K | Sell |
1,421
-26,119
| -95% | -$6.26M | 0.1% | 132 |
|
|
2024
Q3 | $5.81M | Sell |
27,540
-14,285
| -34% | -$3.01M | 1.17% | 22 |
|
|
2024
Q2 | $8.46M | Buy |
41,825
+14,894
| +55% | +$3.01M | 2.16% | 6 |
|
|
2024
Q1 | $4.58M | Sell |
26,931
-1,451
| -5% | -$247K | 1.75% | 10 |
|
|
2023
Q4 | $4.83M | Buy |
28,382
+3,428
| +14% | +$583K | 0.94% | 21 |
|
|
2023
Q3 | $3.62M | Buy |
24,954
+2,409
| +11% | +$349K | 0.78% | 29 |
|
|
2023
Q2 | $3.28M | Buy |
22,545
+18,497
| +457% | +$2.69M | 0.7% | 30 |
|
|
2023
Q1 | $528K | Buy |
4,048
+1,190
| +42% | +$155K | 0.12% | 173 |
|
|
2022
Q4 | $383K | Buy |
+2,858
| New | +$383K | 0.1% | 177 |
|