FMWA
Forvis Mazars Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
66,287
+313
| +0.5% | +$90.7K | 0.41% | 36 |
|
|
2025
Q1 | $16.2M | Buy |
65,974
+3,145
| +5% | +$771K | 0.39% | 41 |
|
|
2024
Q4 | $15.1M | Sell |
62,829
-1,380
| -2% | -$331K | 0.35% | 46 |
|
|
2024
Q3 | $13.5M | Sell |
64,209
-3,496
| -5% | -$737K | 0.31% | 47 |
|
|
2024
Q2 | $13.7M | Sell |
67,705
-2
| -0% | -$405 | 0.34% | 46 |
|
|
2024
Q1 | $13.6M | Buy |
67,707
+5,111
| +8% | +$1.02M | 0.34% | 46 |
|
|
2023
Q4 | $10.6M | Sell |
62,596
-1,817
| -3% | -$309K | 0.3% | 47 |
|
|
2023
Q3 | $9.34M | Sell |
64,413
-19,345
| -23% | -$2.81M | 0.28% | 60 |
|
|
2023
Q2 | $12.2M | Buy |
83,758
+19,819
| +31% | +$2.88M | 0.36% | 48 |
|
|
2023
Q1 | $8.33M | Buy |
63,939
+630
| +1% | +$82.1K | 0.27% | 60 |
|
|
2022
Q4 | $8.49M | Buy |
63,309
+1,389
| +2% | +$186K | 0.3% | 61 |
|
|
2022
Q3 | $6.47M | Buy |
61,920
+2,949
| +5% | +$308K | 0.26% | 60 |
|
|
2022
Q2 | $6.64M | Buy |
58,971
+8,329
| +16% | +$938K | 0.27% | 60 |
|
|
2022
Q1 | $6.9M | Buy |
50,642
+4,522
| +10% | +$616K | 0.29% | 41 |
|
|
2021
Q4 | $7.3M | Buy |
46,120
+939
| +2% | +$149K | 0.31% | 39 |
|
|
2021
Q3 | $7.4M | Buy |
45,181
+5,163
| +13% | +$845K | 0.34% | 35 |
|
|
2021
Q2 | $6.22M | Sell |
40,018
-2,325
| -5% | -$362K | 0.29% | 39 |
|
|
2021
Q1 | $6.45M | Sell |
42,343
-14,834
| -26% | -$2.26M | 0.32% | 37 |
|
|
2020
Q4 | $7.27M | Buy |
57,177
+1,760
| +3% | +$224K | 0.36% | 35 |
|
|
2020
Q3 | $5.34M | Sell |
55,417
-177
| -0.3% | -$17K | 0.31% | 42 |
|
|
2020
Q2 | $5.23M | Buy |
55,594
+6,451
| +13% | +$607K | 0.34% | 38 |
|
|
2020
Q1 | $4.42M | Buy |
49,143
+382
| +0.8% | +$34.4K | 0.36% | 36 |
|
|
2019
Q4 | $6.8M | Buy |
48,761
+1,280
| +3% | +$178K | 0.49% | 24 |
|
|
2019
Q3 | $5.59M | Buy |
47,481
+1,168
| +3% | +$137K | 0.45% | 26 |
|
|
2019
Q2 | $5.18M | Sell |
46,313
-8,553
| -16% | -$956K | 0.42% | 27 |
|
|
2019
Q1 | $5.55M | Buy |
54,866
+9,813
| +22% | +$993K | 0.46% | 27 |
|
|
2018
Q4 | $4.4M | Buy |
45,053
+1,500
| +3% | +$146K | 0.45% | 28 |
|
|
2018
Q3 | $4.91M | Sell |
43,553
-569
| -1% | -$64.2K | 0.43% | 29 |
|
|
2018
Q2 | $4.6M | Buy |
44,122
+2,404
| +6% | +$250K | 0.45% | 29 |
|
|
2018
Q1 | $4.59M | Sell |
41,718
-4,355
| -9% | -$479K | 0.46% | 27 |
|
|
2017
Q4 | $4.93M | Buy |
46,073
+1,825
| +4% | +$195K | 0.49% | 25 |
|
|
2017
Q3 | $4.23M | Sell |
44,248
-381
| -0.9% | -$36.4K | 0.47% | 26 |
|
|
2017
Q2 | $4.08M | Buy |
44,629
+1,625
| +4% | +$149K | 0.46% | 27 |
|
|
2017
Q1 | $3.78M | Sell |
43,004
-1,092
| -2% | -$95.9K | 0.46% | 25 |
|
|
2016
Q4 | $3.81M | Buy |
44,096
+696
| +2% | +$60.1K | 0.5% | 25 |
|
|
2016
Q3 | $2.89M | Buy |
43,400
+276
| +0.6% | +$18.4K | 0.4% | 36 |
|
|
2016
Q2 | $2.68M | Buy |
43,124
+498
| +1% | +$30.9K | 0.4% | 38 |
|
|
2016
Q1 | $2.52M | Buy |
42,626
+5,580
| +15% | +$330K | 0.4% | 37 |
|
|
2015
Q4 | $2.45M | Buy |
37,046
+1,832
| +5% | +$121K | 0.37% | 36 |
|
|
2015
Q3 | $2.15M | Sell |
35,214
-3,811
| -10% | -$232K | 0.38% | 34 |
|
|
2015
Q2 | $2.64M | Sell |
39,025
-419
| -1% | -$28.4K | 0.4% | 39 |
|
|
2015
Q1 | $2.39M | Sell |
39,444
-652
| -2% | -$39.5K | 0.35% | 40 |
|
|
2014
Q4 | $2.51M | Buy |
40,096
+2,985
| +8% | +$187K | 0.41% | 38 |
|
|
2014
Q3 | $2.24M | Buy |
37,111
+950
| +3% | +$57.2K | 0.39% | 40 |
|
|
2014
Q2 | $2.08M | Sell |
36,161
-4,394
| -11% | -$253K | 0.36% | 45 |
|
|
2014
Q1 | $2.46M | Buy |
40,555
+918
| +2% | +$55.6K | 0.43% | 41 |
|
|
2013
Q4 | $2.32M | Sell |
39,637
-325
| -0.8% | -$19K | 0.43% | 43 |
|
|
2013
Q3 | $2.07M | Sell |
39,962
-104
| -0.3% | -$5.38K | 0.42% | 43 |
|
|
2013
Q2 | $2.12M | Buy |
+40,066
| New | +$2.12M | 1.67% | 20 |
|