CWA
Canvas Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
12,658
+356
| +3% | +$106K | 0.74% | 28 |
|
|
2025
Q1 | $2.9M | Buy |
12,302
+263
| +2% | +$62K | 0.74% | 31 |
|
|
2024
Q4 | $2.89M | Buy |
12,039
+209
| +2% | +$50.1K | 0.72% | 33 |
|
|
2024
Q3 | $2.49M | Buy |
11,830
+1,399
| +13% | +$295K | 0.69% | 33 |
|
|
2024
Q2 | $2.24M | Buy |
10,431
+323
| +3% | +$69.5K | 0.69% | 32 |
|
|
2024
Q1 | $1.82M | Buy |
10,108
+470
| +5% | +$84.6K | 0.61% | 35 |
|
|
2023
Q4 | $1.63M | Sell |
9,638
-233
| -2% | -$39.4K | 0.59% | 35 |
|
|
2023
Q3 | $1.41M | Sell |
9,871
-427
| -4% | -$61K | 0.58% | 33 |
|
|
2023
Q2 | $1.63M | Sell |
10,298
-707
| -6% | -$112K | 0.6% | 32 |
|
|
2023
Q1 | $1.51M | Sell |
11,005
-5,179
| -32% | -$710K | 0.63% | 29 |
|
|
2022
Q4 | $2.21M | Sell |
16,184
-567
| -3% | -$77.4K | 0.92% | 24 |
|
|
2022
Q3 | $2.08M | Sell |
16,751
-2,340
| -12% | -$290K | 0.89% | 27 |
|
|
2022
Q2 | $2.15M | Sell |
19,091
-4,114
| -18% | -$463K | 0.87% | 30 |
|
|
2022
Q1 | $2.86M | Sell |
23,205
-2,659
| -10% | -$327K | 1.04% | 23 |
|
|
2021
Q4 | $4.1M | Buy |
25,864
+101
| +0.4% | +$16K | 1.47% | 13 |
|
|
2021
Q3 | $4.22M | Sell |
25,763
-1,326
| -5% | -$217K | 1.72% | 16 |
|
|
2021
Q2 | $4.21M | Buy |
27,089
+1,988
| +8% | +$309K | 1.89% | 14 |
|
|
2021
Q1 | $3.92M | Buy |
+25,101
| New | +$3.92M | 2.28% | 10 |
|