GWSA
Global Wealth Strategies & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
1,277
+14
| +1% | +$4.06K | 0.11% | 41 |
|
|
2025
Q1 | $310K | Buy |
1,263
+127
| +11% | +$31.2K | 0.09% | 44 |
|
|
2024
Q4 | $272K | Buy |
1,136
+485
| +75% | +$116K | 0.09% | 43 |
|
|
2024
Q3 | $137K | Buy |
651
+136
| +26% | +$28.7K | 0.05% | 58 |
|
|
2024
Q2 | $104K | Hold |
515
| – | – | 0.04% | 55 |
|
|
2024
Q1 | $103K | Hold |
515
| – | – | 0.04% | 60 |
|
|
2023
Q4 | $87.6K | Hold |
515
| – | – | 0.04% | 61 |
|
|
2023
Q3 | $74.7K | Hold |
515
| – | – | 0.03% | 64 |
|
|
2023
Q2 | $74.9K | Sell |
515
-20
| -4% | -$2.91K | 0.04% | 65 |
|
|
2023
Q1 | $69.7K | Buy |
535
+9
| +2% | +$1.17K | 0.04% | 64 |
|
|
2022
Q4 | $70.5K | Buy |
+526
| New | +$70.5K | 0.04% | 66 |
|