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Guerra Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.78M Buy
13,053
+2,176
+20% +$631K 1.79% 17
2025
Q1
$2.67M Buy
10,877
+2,872
+36% +$704K 1.49% 20
2024
Q4
$1.92M Buy
+8,005
New +$1.92M 1.06% 22