BHWA
Beacon Harbor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-926
| Closed | -$227K | – | 83 |
|
|
2025
Q1 | $227K | Hold |
926
| – | – | 0.05% | 70 |
|
|
2024
Q4 | $222K | Buy |
+926
| New | +$222K | 0.05% | 74 |
|
|
2024
Q3 | – | Sell |
-31,226
| Closed | -$6.32M | – | 77 |
|
|
2024
Q2 | $6.32M | Buy |
31,226
+49
| +0.2% | +$9.91K | 1.64% | 26 |
|
|
2024
Q1 | $6.25M | Sell |
31,177
-597
| -2% | -$120K | 1.65% | 27 |
|
|
2023
Q4 | $5.41M | Buy |
31,774
+880
| +3% | +$150K | 1.57% | 30 |
|
|
2023
Q3 | $4.48M | Buy |
30,894
+572
| +2% | +$82.9K | 1.49% | 39 |
|
|
2023
Q2 | $4.41M | Buy |
+30,322
| New | +$4.41M | 1.44% | 38 |
|