CWA
Clarus Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
1,366
-119
| -8% | -$33.7K | 0.18% | 64 |
|
|
2025
Q1 | $348K | Buy |
1,485
+498
| +50% | +$117K | 0.19% | 67 |
|
|
2024
Q4 | $241K | Sell |
987
-454
| -32% | -$111K | 0.12% | 108 |
|
|
2024
Q3 | $304K | Buy |
1,441
+23
| +2% | +$4.85K | 0.15% | 98 |
|
|
2024
Q2 | $295K | Sell |
1,418
-60
| -4% | -$12.5K | 0.16% | 96 |
|
|
2024
Q1 | $289K | Sell |
1,478
-124
| -8% | -$24.2K | 0.16% | 100 |
|
|
2023
Q4 | $268K | Buy |
+1,602
| New | +$268K | 0.16% | 97 |
|
|
2023
Q2 | $260K | Sell |
1,802
-43
| -2% | -$6.21K | 0.16% | 104 |
|
|
2023
Q1 | $235K | Sell |
1,845
-101
| -5% | -$12.9K | 0.15% | 108 |
|
|
2022
Q4 | $270K | Buy |
1,946
+8
| +0.4% | +$1.11K | 0.18% | 104 |
|
|
2022
Q3 | $203K | Buy |
+1,938
| New | +$203K | 0.14% | 106 |
|
|
2022
Q1 | – | Sell |
-1,250
| Closed | -$211K | – | 122 |
|
|
2021
Q4 | $211K | Buy |
+1,250
| New | +$211K | 0.12% | 95 |
|
|
2021
Q2 | – | Sell |
-1,466
| Closed | -$229K | – | 118 |
|
|
2021
Q1 | $229K | Sell |
1,466
-155
| -10% | -$24.2K | 0.14% | 115 |
|
|
2020
Q4 | $224K | Buy |
+1,621
| New | +$224K | 0.15% | 119 |
|
|
2019
Q3 | – | Sell |
-2,153
| Closed | -$241K | – | 369 |
|
|
2019
Q2 | $241K | Buy |
2,153
+2,104
| +4,294% | +$236K | 0.17% | 89 |
|
|
2019
Q1 | $5K | Sell |
49
-100
| -67% | -$10.2K | ﹤0.01% | 576 |
|
|
2018
Q4 | $15K | Hold |
149
| – | – | 0.02% | 447 |
|
|
2018
Q3 | $17K | Sell |
149
-9
| -6% | -$1.03K | 0.01% | 464 |
|
|
2018
Q2 | $17K | Buy |
+158
| New | +$17K | 0.01% | 446 |
|