CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
19,340
+4,941
| +34% | +$1.43M | 0.09% | 82 |
|
|
2025
Q1 | $3.53M | Buy |
14,399
+2,526
| +21% | +$620K | 0.07% | 96 |
|
|
2024
Q4 | $2.85M | Buy |
11,873
+80
| +0.7% | +$19.2K | 0.06% | 93 |
|
|
2024
Q3 | $2.49M | Buy |
+11,793
| New | +$2.49M | 0.06% | 104 |
|
|
2021
Q4 | – | Sell |
-6,798
| Closed | -$1.11M | – | 233 |
|
|
2021
Q3 | $1.11M | Sell |
6,798
-297
| -4% | -$48.6K | 0.04% | 138 |
|
|
2021
Q2 | $1.1M | Buy |
+7,095
| New | +$1.1M | 0.05% | 143 |
|
|
2015
Q3 | – | Sell |
-8,245
| Closed | -$559K | – | 138 |
|
|
2015
Q2 | $559K | Buy |
+8,245
| New | +$559K | 0.11% | 100 |
|
|
2014
Q3 | – | Sell |
-13,526
| Closed | -$779K | – | 76 |
|
|
2014
Q2 | $779K | Sell |
13,526
-1,475
| -10% | -$84.9K | 0.15% | 64 |
|
|
2014
Q1 | $911K | Buy |
+15,001
| New | +$911K | 0.2% | 61 |
|