GFWA
Grey Fox Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,607
-12
| -0.3% | -$3.48K | 0.25% | 58 |
|
|
2025
Q1 | $888K | Buy |
3,619
+99
| +3% | +$24.3K | 0.24% | 63 |
|
|
2024
Q4 | $844K | Buy |
3,520
+2
| +0.1% | +$479 | 0.23% | 65 |
|
|
2024
Q3 | $742K | Buy |
3,518
+70
| +2% | +$14.8K | 0.21% | 68 |
|
|
2024
Q2 | $697K | Sell |
3,448
-131
| -4% | -$26.5K | 0.25% | 61 |
|
|
2024
Q1 | $717K | Sell |
3,579
-142
| -4% | -$28.4K | 0.27% | 56 |
|
|
2023
Q4 | $633K | Sell |
3,721
-27
| -0.7% | -$4.59K | 0.28% | 55 |
|
|
2023
Q3 | $544K | Buy |
3,748
+55
| +1% | +$7.98K | 0.27% | 58 |
|
|
2023
Q2 | $537K | Sell |
3,693
-2,234
| -38% | -$325K | 0.28% | 58 |
|
|
2023
Q1 | $772K | Buy |
5,927
+193
| +3% | +$25.2K | 0.46% | 41 |
|
|
2022
Q4 | $769K | Buy |
+5,734
| New | +$769K | 0.51% | 39 |
|