BA
Ballew Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
1,221
+2
| +0.2% | +$592 | 0.21% | 80 |
|
|
2025
Q1 | $288K | Buy |
1,219
+15
| +1% | +$3.54K | 0.19% | 87 |
|
|
2024
Q4 | $294K | Buy |
1,204
+2
| +0.2% | +$489 | 0.19% | 88 |
|
|
2024
Q3 | $257K | Buy |
1,202
+157
| +15% | +$33.5K | 0.17% | 92 |
|
|
2024
Q2 | $219K | Buy |
+1,045
| New | +$219K | 0.15% | 96 |
|
|
2021
Q3 | – | Sell |
-6,997
| Closed | -$1.09M | – | 121 |
|
|
2021
Q2 | $1.09M | Buy |
+6,997
| New | +$1.09M | 0.76% | 33 |
|
|
2018
Q4 | – | Sell |
-615
| Closed | -$64K | – | 288 |
|
|
2018
Q3 | $64K | Sell |
615
-598
| -49% | -$62.2K | 0.06% | 147 |
|
|
2018
Q2 | $126K | Buy |
1,213
+619
| +104% | +$64.3K | 0.14% | 100 |
|
|
2018
Q1 | $65K | Buy |
+594
| New | +$65K | 0.06% | 140 |
|