FVWA
Foster Victor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
8,301
+175
| +2% | +$49.6K | 0.16% | 106 |
|
|
2025
Q1 | $1.92M | Sell |
8,126
-203
| -2% | -$48K | 0.15% | 101 |
|
|
2024
Q4 | $2.16M | Buy |
8,329
+81
| +1% | +$21K | 0.17% | 99 |
|
|
2024
Q3 | $1.76M | Buy |
8,248
+14
| +0.2% | +$2.99K | 0.14% | 99 |
|
|
2024
Q2 | $1.76M | Buy |
8,234
+599
| +8% | +$128K | 0.15% | 101 |
|
|
2024
Q1 | $1.49M | Buy |
7,635
+74
| +1% | +$14.5K | 0.14% | 94 |
|
|
2023
Q4 | $1.3M | Buy |
7,561
+203
| +3% | +$34.9K | 0.13% | 93 |
|
|
2023
Q3 | $1.07M | Sell |
7,358
-632
| -8% | -$91.7K | 0.12% | 91 |
|
|
2023
Q2 | $1.16M | Buy |
7,990
+373
| +5% | +$54K | 0.13% | 93 |
|
|
2023
Q1 | $978K | Buy |
7,617
+711
| +10% | +$91.3K | 0.12% | 93 |
|
|
2022
Q4 | $953K | Sell |
6,906
-14
| -0.2% | -$1.93K | 0.12% | 90 |
|
|
2022
Q3 | $748K | Buy |
6,920
+674
| +11% | +$72.9K | 0.11% | 90 |
|
|
2022
Q2 | $699K | Buy |
6,246
+800
| +15% | +$89.5K | 0.1% | 93 |
|
|
2022
Q1 | $716K | Buy |
5,446
+247
| +5% | +$32.5K | 0.1% | 93 |
|
|
2021
Q4 | $876K | Buy |
5,199
+176
| +4% | +$29.7K | 0.12% | 95 |
|
|
2021
Q3 | $822K | Sell |
5,023
-214
| -4% | -$35K | 0.13% | 93 |
|
|
2021
Q2 | $814K | Sell |
5,237
-1
| -0% | -$155 | 0.14% | 93 |
|
|
2021
Q1 | $807K | Buy |
5,238
+260
| +5% | +$40.1K | 0.15% | 91 |
|
|
2020
Q4 | $633K | Buy |
4,978
+549
| +12% | +$69.8K | 0.14% | 94 |
|
|
2020
Q3 | $426K | Sell |
4,429
-1,002
| -18% | -$96.4K | 0.12% | 99 |
|
|
2020
Q2 | $511K | Buy |
5,431
+171
| +3% | +$16.1K | 0.17% | 73 |
|
|
2020
Q1 | $468K | Sell |
5,260
-685
| -12% | -$60.9K | 0.21% | 69 |
|
|
2019
Q4 | $814K | Buy |
5,945
+746
| +14% | +$102K | 0.35% | 62 |
|
|
2019
Q3 | $595K | Buy |
5,199
+1,299
| +33% | +$149K | 0.33% | 59 |
|
|
2019
Q2 | $440K | Buy |
3,900
+6
| +0.2% | +$677 | 0.32% | 61 |
|
|
2019
Q1 | $394K | Buy |
3,894
+7
| +0.2% | +$708 | 0.31% | 60 |
|
|
2018
Q4 | $379K | Buy |
+3,887
| New | +$379K | 0.36% | 52 |
|