CWA
Continuum Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
1,282
| – | – | 0.18% | 40 |
|
|
2025
Q1 | $314K | Sell |
1,282
-253
| -16% | -$62.1K | 0.16% | 42 |
|
|
2024
Q4 | $368K | Buy |
1,535
+243
| +19% | +$58.3K | 0.19% | 40 |
|
|
2024
Q3 | $272K | Hold |
1,292
| – | – | 0.15% | 48 |
|
|
2024
Q2 | $261K | Sell |
1,292
-244
| -16% | -$49.4K | 0.14% | 50 |
|
|
2024
Q1 | $308K | Hold |
1,536
| – | – | 0.17% | 48 |
|
|
2023
Q4 | $261K | Hold |
1,536
| – | – | 0.17% | 40 |
|
|
2023
Q3 | $223K | Hold |
1,536
| – | – | 0.16% | 44 |
|
|
2023
Q2 | $223K | Hold |
1,536
| – | – | 0.16% | 46 |
|
|
2023
Q1 | $200K | Hold |
1,536
| – | – | 0.16% | 41 |
|
|
2022
Q4 | $206K | Buy |
+1,536
| New | +$206K | 0.2% | 46 |
|