CWA
Core Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
1,749
-23
| -1% | -$6.67K | 0.15% | 46 |
|
|
2025
Q1 | $435K | Buy |
1,772
+23
| +1% | +$5.64K | 0.14% | 46 |
|
|
2024
Q4 | $419K | Buy |
1,749
+21
| +1% | +$5.03K | 0.14% | 45 |
|
|
2024
Q3 | $364K | Sell |
1,728
-119
| -6% | -$25.1K | 0.12% | 48 |
|
|
2024
Q2 | $374K | Buy |
1,847
+108
| +6% | +$21.8K | 0.13% | 46 |
|
|
2024
Q1 | $348K | Buy |
1,739
+25
| +1% | +$5.01K | 0.12% | 48 |
|
|
2023
Q4 | $292K | Buy |
1,714
+722
| +73% | +$123K | 0.11% | 44 |
|
|
2023
Q3 | $144K | Hold |
992
| – | – | 0.06% | 53 |
|
|
2023
Q2 | $144K | Buy |
992
+81
| +9% | +$11.8K | 0.06% | 52 |
|
|
2023
Q1 | $119K | Sell |
911
-59
| -6% | -$7.69K | 0.05% | 60 |
|
|
2022
Q4 | $130K | Hold |
970
| – | – | 0.06% | 52 |
|
|
2022
Q3 | $101K | Buy |
970
+6
| +0.6% | +$625 | 0.06% | 50 |
|
|
2022
Q2 | $109K | Hold |
964
| – | – | 0.07% | 47 |
|
|
2022
Q1 | $131K | Sell |
964
-29
| -3% | -$3.94K | 0.07% | 47 |
|
|
2021
Q4 | $157K | Sell |
993
-104
| -9% | -$16.4K | 0.09% | 43 |
|
|
2021
Q3 | $180K | Sell |
1,097
-87
| -7% | -$14.3K | 0.12% | 42 |
|
|
2021
Q2 | $184K | Sell |
1,184
-4,130
| -78% | -$642K | 0.12% | 38 |
|
|
2021
Q1 | $809K | Buy |
5,314
+109
| +2% | +$16.6K | 0.71% | 14 |
|
|
2020
Q4 | $661K | Sell |
5,205
-456
| -8% | -$57.9K | 0.59% | 16 |
|
|
2020
Q3 | $545K | Buy |
5,661
+89
| +2% | +$8.57K | 0.51% | 21 |
|
|
2020
Q2 | $524K | Buy |
5,572
+2,820
| +102% | +$265K | 0.46% | 25 |
|
|
2020
Q1 | $248K | Buy |
2,752
+1,508
| +121% | +$136K | 0.19% | 29 |
|
|
2019
Q4 | $173K | Buy |
+1,244
| New | +$173K | 0.1% | 34 |
|