BWG
Balanced Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
+952
| New | +$282K | 0.12% | 61 |
|
|
2025
Q1 | – | Sell |
-768
| Closed | -$205K | – | 69 |
|
|
2024
Q4 | $205K | Buy |
+768
| New | +$205K | 0.09% | 66 |
|
|
2024
Q2 | – | Sell |
-1,476
| Closed | -$291K | – | 70 |
|
|
2024
Q1 | $291K | Buy |
1,476
+12
| +0.8% | +$2.37K | 0.13% | 58 |
|
|
2023
Q4 | $249K | Buy |
+1,464
| New | +$249K | 0.13% | 58 |
|