BWA
BlueChip Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
2,418
+55
| +2% | +$15.9K | 0.31% | 63 |
|
|
2025
Q1 | $580K | Buy |
2,363
+138
| +6% | +$33.9K | 0.28% | 72 |
|
|
2024
Q4 | $533K | Buy |
2,225
+163
| +8% | +$39.1K | 0.3% | 71 |
|
|
2024
Q3 | $435K | Sell |
2,062
-37
| -2% | -$7.8K | 0.23% | 91 |
|
|
2024
Q2 | $425K | Buy |
2,099
+197
| +10% | +$39.9K | 0.25% | 84 |
|
|
2024
Q1 | $381K | Buy |
1,902
+1
| +0.1% | +$200 | 0.25% | 80 |
|
|
2023
Q4 | $323K | Buy |
+1,901
| New | +$323K | 0.23% | 84 |
|