FNWA
Financial Network Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Hold |
591
| – | – | 0.21% | 96 |
|
|
2025
Q1 | $145K | Buy |
591
+291
| +97% | +$71.4K | 0.19% | 102 |
|
|
2024
Q4 | $71.9K | Sell |
300
-525
| -64% | -$126K | 0.13% | 132 |
|
|
2024
Q3 | $174K | Sell |
825
-284
| -26% | -$59.9K | 0.14% | 127 |
|
|
2024
Q2 | $224K | Buy |
1,109
+25
| +2% | +$5.05K | 0.17% | 125 |
|
|
2024
Q1 | $217K | Buy |
+1,084
| New | +$217K | 0.22% | 114 |
|