CWA
Clearview Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
3,103
+1
| +0% | +$290 | 0.63% | 38 |
|
|
2025
Q1 | $761K | Sell |
3,102
-754
| -20% | -$185K | 0.57% | 37 |
|
|
2024
Q4 | $924K | Sell |
3,856
-32
| -0.8% | -$7.67K | 0.7% | 33 |
|
|
2024
Q3 | $820K | Sell |
3,888
-189
| -5% | -$39.9K | 0.63% | 33 |
|
|
2024
Q2 | $825K | Sell |
4,077
-180
| -4% | -$36.4K | 0.72% | 32 |
|
|
2024
Q1 | $853K | Sell |
4,257
-1,192
| -22% | -$239K | 0.87% | 27 |
|
|
2023
Q4 | $927K | Sell |
5,449
-6
| -0.1% | -$1.02K | 1.08% | 28 |
|
|
2023
Q3 | $791K | Sell |
5,455
-211
| -4% | -$30.6K | 0.98% | 33 |
|
|
2023
Q2 | $824K | Sell |
5,666
-197
| -3% | -$28.7K | 0.84% | 32 |
|
|
2023
Q1 | $764K | Sell |
5,863
-2,253
| -28% | -$294K | 0.77% | 33 |
|
|
2022
Q4 | $1.09M | Sell |
8,116
-19
| -0.2% | -$2.55K | 0.84% | 25 |
|
|
2022
Q3 | $850K | Buy |
8,135
+115
| +1% | +$12K | 0.67% | 25 |
|
|
2022
Q2 | $903K | Buy |
8,020
+99
| +1% | +$11.1K | 0.68% | 26 |
|
|
2022
Q1 | $1.08M | Sell |
7,921
-322
| -4% | -$43.9K | 0.71% | 25 |
|
|
2021
Q4 | $1.31M | Buy |
8,243
+406
| +5% | +$64.3K | 0.8% | 27 |
|
|
2021
Q3 | $1.28M | Buy |
7,837
+195
| +3% | +$31.9K | 0.81% | 28 |
|
|
2021
Q2 | $1.19M | Buy |
7,642
+360
| +5% | +$56K | 0.73% | 33 |
|
|
2021
Q1 | $1.11M | Buy |
7,282
+849
| +13% | +$129K | 0.72% | 33 |
|
|
2020
Q4 | $817K | Buy |
+6,433
| New | +$817K | 0.55% | 40 |
|