EWA
Etesian Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
12,529
-648
| -5% | -$188K | 1.35% | 19 |
|
|
2025
Q1 | $3.23M | Sell |
13,177
-200
| -1% | -$49.1K | 1.39% | 17 |
|
|
2024
Q4 | $3.21M | Sell |
13,377
-396
| -3% | -$94.9K | 1.42% | 18 |
|
|
2024
Q3 | $2.9M | Sell |
13,773
-132
| -0.9% | -$27.8K | 1.31% | 18 |
|
|
2024
Q2 | $2.81M | Sell |
13,905
-28
| -0.2% | -$5.66K | 1.58% | 18 |
|
|
2024
Q1 | $2.79M | Sell |
13,933
-1,350
| -9% | -$270K | 1.6% | 17 |
|
|
2023
Q4 | $2.6M | Sell |
15,283
-76
| -0.5% | -$12.9K | 1.56% | 17 |
|
|
2023
Q3 | $2.23M | Sell |
15,359
-159
| -1% | -$23.1K | 1.5% | 18 |
|
|
2023
Q2 | $2.26M | Buy |
15,518
+118
| +0.8% | +$17.2K | 1.47% | 18 |
|
|
2023
Q1 | $2.01M | Sell |
15,400
-159
| -1% | -$20.7K | 1.34% | 18 |
|
|
2022
Q4 | $2.09M | Buy |
+15,559
| New | +$2.09M | 1.52% | 16 |
|