CWA
Cascade Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
1,524
+56
| +4% | +$16.2K | 0.25% | 39 |
|
|
2025
Q1 | $342K | Hold |
1,468
| – | – | 0.24% | 37 |
|
|
2024
Q4 | $352K | Hold |
1,468
| – | – | 0.24% | 37 |
|
|
2024
Q3 | $310K | Hold |
1,468
| – | – | 0.22% | 42 |
|
|
2024
Q2 | $306K | Hold |
1,468
| – | – | 0.23% | 42 |
|
|
2024
Q1 | $268K | Buy |
+1,468
| New | +$268K | 0.23% | 44 |
|