BWA
Blodgett Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
11,140
+127
| +1% | +$36.8K | 2.53% | 10 |
|
|
2025
Q1 | $2.7M | Buy |
11,013
+251
| +2% | +$61.6K | 2.3% | 10 |
|
|
2024
Q4 | $2.58M | Sell |
10,762
-499
| -4% | -$120K | 2.02% | 9 |
|
|
2024
Q3 | $2.37M | Buy |
11,261
+203
| +2% | +$42.8K | 2% | 9 |
|
|
2024
Q2 | $2.24M | Sell |
11,058
-997
| -8% | -$202K | 1.89% | 9 |
|
|
2024
Q1 | $2.41M | Buy |
12,055
+374
| +3% | +$74.9K | 2.18% | 9 |
|
|
2023
Q4 | $1.99M | Sell |
11,681
-999
| -8% | -$170K | 2.03% | 9 |
|
|
2023
Q3 | $1.84M | Sell |
12,680
-999
| -7% | -$145K | 2.02% | 12 |
|
|
2023
Q2 | $1.99M | Sell |
13,679
-99
| -0.7% | -$14.4K | 2.06% | 9 |
|
|
2023
Q1 | $1.8M | Sell |
13,778
-148
| -1% | -$19.3K | 2.08% | 12 |
|
|
2022
Q4 | $1.87M | Sell |
13,926
-74
| -0.5% | -$9.92K | 2.27% | 14 |
|
|
2022
Q3 | $1.46M | Sell |
14,000
-461
| -3% | -$48.2K | 1.75% | 15 |
|
|
2022
Q2 | $1.63M | Sell |
14,461
-827
| -5% | -$93.1K | 1.78% | 15 |
|
|
2022
Q1 | $2.08M | Sell |
15,288
-1,947
| -11% | -$265K | 1.74% | 12 |
|
|
2021
Q4 | $2.73M | Buy |
+17,235
| New | +$2.73M | 2.12% | 8 |
|