FWA
FSM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Buy |
15,462
+4,559
| +42% | +$1.33M | 0.73% | 30 |
|
|
2025
Q1 | $2.67M | Buy |
10,903
+625
| +6% | +$153K | 0.6% | 29 |
|
|
2024
Q4 | $2.61M | Buy |
10,278
+366
| +4% | +$93.1K | 0.64% | 32 |
|
|
2024
Q3 | $2.09M | Buy |
9,912
+523
| +6% | +$110K | 0.55% | 33 |
|
|
2024
Q2 | $1.9M | Buy |
9,389
+87
| +0.9% | +$17.6K | 0.64% | 31 |
|
|
2024
Q1 | $1.86M | Buy |
9,302
+174
| +2% | +$34.9K | 0.66% | 32 |
|
|
2023
Q4 | $1.55M | Sell |
9,128
-87
| -0.9% | -$14.8K | 0.66% | 33 |
|
|
2023
Q3 | $1.34M | Sell |
9,215
-479
| -5% | -$69.5K | 0.67% | 34 |
|
|
2023
Q2 | $1.43M | Buy |
9,694
+330
| +4% | +$48.7K | 0.72% | 34 |
|
|
2023
Q1 | $1.22M | Buy |
9,364
+715
| +8% | +$93.2K | 0.71% | 40 |
|
|
2022
Q4 | $1.16M | Sell |
8,649
-89
| -1% | -$11.9K | 0.82% | 33 |
|
|
2022
Q3 | $913K | Buy |
8,738
+536
| +7% | +$56K | 0.76% | 37 |
|
|
2022
Q2 | $938K | Buy |
+8,202
| New | +$938K | 0.93% | 36 |
|