GWA
Gratus Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
2,007
+138
| +7% | +$40K | 0.09% | 84 |
|
|
2025
Q1 | $458K | Sell |
1,869
-25
| -1% | -$6.13K | 0.08% | 95 |
|
|
2024
Q4 | $454K | Buy |
1,894
+2
| +0.1% | +$479 | 0.07% | 93 |
|
|
2024
Q3 | $399K | Buy |
1,892
+1
| +0.1% | +$211 | 0.07% | 99 |
|
|
2024
Q2 | $397K | Sell |
1,891
-10
| -0.5% | -$2.1K | 0.07% | 98 |
|
|
2024
Q1 | $344K | Buy |
1,901
+78
| +4% | +$14.1K | 0.06% | 103 |
|
|
2023
Q4 | $310K | Buy |
+1,823
| New | +$310K | 0.06% | 114 |
|