BWA
BlueSky Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,458
-310
| -8% | -$89.9K | 0.15% | 43 |
|
|
2025
Q1 | $924K | Hold |
3,768
| – | – | 0.14% | 43 |
|
|
2024
Q4 | $903K | Hold |
3,768
| – | – | 0.14% | 44 |
|
|
2024
Q3 | $795K | Sell |
3,768
-568
| -13% | -$120K | 0.12% | 45 |
|
|
2024
Q2 | $877K | Buy |
+4,336
| New | +$877K | 0.15% | 44 |
|
|
2024
Q1 | – | Sell |
-3,756
| Closed | -$639K | – | 39 |
|
|
2023
Q4 | $639K | Buy |
3,756
+117
| +3% | +$19.9K | 0.12% | 44 |
|
|
2023
Q3 | $528K | Sell |
3,639
-37
| -1% | -$5.37K | 0.11% | 47 |
|
|
2023
Q2 | $535K | Buy |
3,676
+735
| +25% | +$107K | 0.11% | 48 |
|
|
2023
Q1 | $383K | Buy |
2,941
+37
| +1% | +$4.82K | 0.08% | 50 |
|
|
2022
Q4 | $389K | Buy |
2,904
+38
| +1% | +$5.1K | 0.09% | 50 |
|
|
2022
Q3 | $299K | Buy |
+2,866
| New | +$299K | 0.07% | 56 |
|
|
2022
Q2 | – | Sell |
-1,610
| Closed | -$219K | – | 67 |
|
|
2022
Q1 | $219K | Hold |
1,610
| – | – | 0.04% | 65 |
|
|
2021
Q4 | $255K | Hold |
1,610
| – | – | 0.05% | 63 |
|
|
2021
Q3 | $264K | Hold |
1,610
| – | – | 0.05% | 58 |
|
|
2021
Q2 | $251K | Buy |
1,610
+310
| +24% | +$48.3K | 0.05% | 59 |
|
|
2021
Q1 | $203K | Buy |
+1,300
| New | +$203K | 0.05% | 59 |
|