BWG
Beta Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
692
-227
| -25% | -$65.8K | 0.07% | 103 |
|
|
2025
Q1 | $226K | Buy |
919
+1
| +0.1% | +$245 | 0.08% | 97 |
|
|
2024
Q4 | $220K | Buy |
+918
| New | +$220K | 0.1% | 101 |
|
|
2023
Q2 | – | Sell |
-27,355
| Closed | -$3.56M | – | 105 |
|
|
2023
Q1 | $3.56M | Buy |
+27,355
| New | +$3.56M | 2.04% | 17 |
|
|
2022
Q4 | – | Sell |
-2,700
| Closed | -$282K | – | 100 |
|
|
2022
Q3 | $282K | Buy |
+2,700
| New | +$282K | 0.2% | 70 |
|
|
2014
Q1 | – | Sell |
-3,421
| Closed | -$200K | – | 21 |
|
|
2013
Q4 | $200K | Buy |
+3,421
| New | +$200K | 2.53% | 18 |
|