BSWA
Bromfield Sneider Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $58.1K | Hold |
290
| – | – | 0.04% | 68 |
|
|
2023
Q4 | $49.3K | Hold |
290
| – | – | 0.03% | 68 |
|
|
2023
Q3 | $42.1K | Hold |
290
| – | – | 0.03% | 69 |
|
|
2023
Q2 | $42.2K | Hold |
290
| – | – | 0.03% | 71 |
|
|
2023
Q1 | $37.8K | Hold |
290
| – | – | 0.03% | 75 |
|
|
2022
Q4 | $38.9K | Hold |
290
| – | – | 0.04% | 68 |
|
|
2022
Q3 | $30K | Hold |
290
| – | – | 0.04% | 72 |
|
|
2022
Q2 | $33K | Sell |
290
-265
| -48% | -$30.2K | 0.04% | 72 |
|
|
2022
Q1 | $76K | Buy |
+555
| New | +$76K | 0.08% | 56 |
|