C1AG
Client 1st Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Buy |
2,573
+101
| +4% | +$29.3K | 0.27% | 47 |
|
|
2025
Q1 | $606K | Hold |
2,472
| – | – | 0.24% | 57 |
|
|
2024
Q4 | $593K | Buy |
2,472
+190
| +8% | +$45.5K | 0.23% | 54 |
|
|
2024
Q3 | $481K | Buy |
2,282
+632
| +38% | +$133K | 0.19% | 65 |
|
|
2024
Q2 | $334K | Hold |
1,650
| – | – | 0.14% | 78 |
|
|
2024
Q1 | $330K | Hold |
1,650
| – | – | 0.15% | 78 |
|
|
2023
Q4 | $281K | Hold |
1,650
| – | – | 0.14% | 80 |
|
|
2023
Q3 | $239K | Sell |
1,650
-15
| -0.9% | -$2.18K | 0.13% | 89 |
|
|
2023
Q2 | $242K | Buy |
+1,665
| New | +$242K | 0.13% | 89 |
|