FTWA
Fifth Third Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
124,399
+16,620
| +15% | +$4.82M | 1.51% | 11 |
|
|
2025
Q1 | $26.4M | Buy |
107,779
+9,871
| +10% | +$2.42M | 1.37% | 12 |
|
|
2024
Q4 | $23.5M | Buy |
97,908
+7,620
| +8% | +$1.83M | 1.27% | 12 |
|
|
2024
Q3 | $19M | Buy |
90,288
+15,334
| +20% | +$3.23M | 1.17% | 12 |
|
|
2024
Q2 | $15.2M | Buy |
74,954
+31,397
| +72% | +$6.35M | 1.15% | 12 |
|
|
2024
Q1 | $8.72M | Buy |
43,557
+9,273
| +27% | +$1.86M | 1.36% | 13 |
|
|
2023
Q4 | $5.83M | Buy |
34,284
+1,887
| +6% | +$321K | 1.89% | 11 |
|
|
2023
Q3 | $4.7M | Buy |
32,397
+7,406
| +30% | +$1.07M | 1.9% | 11 |
|
|
2023
Q2 | $3.63M | Buy |
24,991
+14,447
| +137% | +$2.1M | 2.34% | 8 |
|
|
2023
Q1 | $1.37M | Buy |
+10,544
| New | +$1.37M | 2.54% | 8 |
|