GWANC
Guardian Wealth Advisors (North Carolina)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Buy |
29,112
+1,356
| +5% | +$393K | 0.59% | 35 |
|
|
2025
Q1 | $6.81M | Buy |
27,756
+1,013
| +4% | +$248K | 0.54% | 35 |
|
|
2024
Q4 | $6.41M | Buy |
26,743
+2,552
| +11% | +$612K | 0.51% | 37 |
|
|
2024
Q3 | $5.1M | Buy |
24,191
+9
| +0% | +$1.9K | 0.54% | 33 |
|
|
2024
Q2 | $4.89M | Buy |
24,182
+78
| +0.3% | +$15.8K | 0.57% | 32 |
|
|
2024
Q1 | $4.83M | Buy |
24,104
+80
| +0.3% | +$16K | 0.59% | 30 |
|
|
2023
Q4 | $4.09M | Buy |
24,024
+316
| +1% | +$53.8K | 0.62% | 30 |
|
|
2023
Q3 | $3.44M | Buy |
23,708
+167
| +0.7% | +$24.2K | 0.58% | 30 |
|
|
2023
Q2 | $3.42M | Buy |
23,541
+816
| +4% | +$119K | 0.59% | 24 |
|
|
2023
Q1 | $2.96M | Buy |
22,725
+1,588
| +8% | +$207K | 0.52% | 22 |
|
|
2022
Q4 | $2.83M | Buy |
21,137
+54
| +0.3% | +$7.24K | 0.54% | 19 |
|
|
2022
Q3 | $2.2M | Buy |
21,083
+1,482
| +8% | +$155K | 0.41% | 27 |
|
|
2022
Q2 | $2.21M | Buy |
19,601
+9,569
| +95% | +$1.08M | 0.4% | 26 |
|
|
2022
Q1 | $1.37M | Buy |
10,032
+638
| +7% | +$87K | 0.59% | 35 |
|
|
2021
Q4 | $1.49M | Buy |
+9,394
| New | +$1.49M | 0.64% | 36 |
|