HNWAG
High Net Worth Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
10,176
-555
| -5% | -$161K | 0.78% | 35 |
|
|
2025
Q1 | $2.63M | Sell |
10,731
-24
| -0.2% | -$5.89K | 0.74% | 37 |
|
|
2024
Q4 | $2.58M | Sell |
10,755
-1,787
| -14% | -$428K | 0.72% | 36 |
|
|
2024
Q3 | $2.64M | Sell |
12,542
-541
| -4% | -$114K | 0.72% | 35 |
|
|
2024
Q2 | $2.65M | Buy |
13,083
+492
| +4% | +$99.5K | 0.8% | 31 |
|
|
2024
Q1 | $2.52M | Sell |
12,591
-183
| -1% | -$36.7K | 0.79% | 29 |
|
|
2023
Q4 | $2.17M | Sell |
12,774
-928
| -7% | -$158K | 0.81% | 31 |
|
|
2023
Q3 | $1.99M | Sell |
13,702
-1,372
| -9% | -$199K | 0.8% | 31 |
|
|
2023
Q2 | $2.19M | Buy |
15,074
+287
| +2% | +$41.7K | 0.85% | 30 |
|
|
2023
Q1 | $1.93M | Sell |
14,787
-764
| -5% | -$99.6K | 0.79% | 32 |
|
|
2022
Q4 | $2.09M | Sell |
15,551
-667
| -4% | -$89.4K | 0.81% | 25 |
|
|
2022
Q3 | $1.7M | Buy |
16,218
+2,740
| +20% | +$286K | 0.72% | 31 |
|
|
2022
Q2 | $1.52M | Sell |
13,478
-3,370
| -20% | -$380K | 0.63% | 43 |
|
|
2022
Q1 | $2.3M | Sell |
16,848
-996
| -6% | -$136K | 0.83% | 29 |
|
|
2021
Q4 | $2.83M | Buy |
+17,844
| New | +$2.83M | 0.99% | 19 |
|