GWA
Geometric Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,291
+70
| +6% | +$20.3K | 0.06% | 60 |
|
|
2025
Q1 | $300K | Buy |
1,221
+19
| +2% | +$4.66K | 0.05% | 62 |
|
|
2024
Q4 | $288K | Buy |
1,202
+49
| +4% | +$11.7K | 0.05% | 62 |
|
|
2024
Q3 | $243K | Hold |
1,153
| – | – | 0.05% | 62 |
|
|
2024
Q2 | $233K | Hold |
1,153
| – | – | 0.05% | 54 |
|
|
2024
Q1 | $231K | Buy |
+1,153
| New | +$231K | 0.05% | 43 |
|