HNWA
Henrickson Nauta 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 | Buy |
3,607
+102
| +3% | +$29.6K | 0.36% | 25 |
|
|
2025
Q1 | $796K | Buy |
3,505
+69
| +2% | +$15.7K | 0.33% | 28 |
|
|
2024
Q4 | $824K | Hold |
3,436
| – | – | 0.33% | 29 |
|
|
2024
Q3 | $725K | Buy |
3,436
+45
| +1% | +$9.49K | 0.29% | 35 |
|
|
2024
Q2 | $686K | Hold |
3,391
| – | – | 0.29% | 35 |
|
|
2024
Q1 | $663K | Buy |
3,391
+261
| +8% | +$51K | 0.29% | 34 |
|
|
2023
Q4 | $532K | Buy |
3,130
+400
| +15% | +$68.1K | 0.26% | 40 |
|
|
2023
Q3 | $396K | Buy |
2,730
+130
| +5% | +$18.9K | 0.24% | 34 |
|
|
2023
Q2 | $378K | Sell |
2,600
-6
| -0.2% | -$873 | 0.26% | 36 |
|
|
2023
Q1 | $340K | Buy |
2,606
+425
| +19% | +$55.4K | 0.24% | 34 |
|
|
2022
Q4 | $293K | Hold |
2,181
| – | – | 0.23% | 38 |
|
|
2022
Q3 | $228K | Hold |
2,181
| – | – | 0.22% | 39 |
|
|
2022
Q2 | $246K | Hold |
2,181
| – | – | 0.23% | 36 |
|
|
2022
Q1 | $297K | Hold |
2,181
| – | – | 0.25% | 30 |
|
|
2021
Q4 | $316K | Buy |
+2,181
| New | +$316K | 0.26% | 27 |
|