IWA
Inspirion Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,537
+119
| +3% | +$34.5K | 0.17% | 55 |
|
|
2025
Q1 | $1.08M | Buy |
4,418
+1,504
| +52% | +$369K | 0.15% | 60 |
|
|
2024
Q4 | $709K | Hold |
2,914
| – | – | 0.1% | 77 |
|
|
2024
Q3 | $614K | Sell |
2,914
-175
| -6% | -$36.9K | 0.09% | 87 |
|
|
2024
Q2 | $625K | Hold |
3,089
| – | – | 0.1% | 79 |
|
|
2024
Q1 | $619K | Buy |
3,089
+100
| +3% | +$20K | 0.1% | 80 |
|
|
2023
Q4 | $514K | Sell |
2,989
-681
| -19% | -$117K | 0.09% | 86 |
|
|
2023
Q3 | $532K | Buy |
3,670
+15
| +0.4% | +$2.18K | 0.1% | 82 |
|
|
2023
Q2 | $532K | Buy |
3,655
+348
| +11% | +$50.6K | 0.1% | 82 |
|
|
2023
Q1 | $431K | Buy |
3,307
+252
| +8% | +$32.8K | 0.09% | 90 |
|
|
2022
Q4 | $410K | Sell |
3,055
-105
| -3% | -$14.1K | 0.09% | 88 |
|
|
2022
Q3 | $330K | Buy |
3,160
+185
| +6% | +$19.3K | 0.07% | 90 |
|
|
2022
Q2 | $327K | Buy |
+2,975
| New | +$327K | 0.07% | 97 |
|
|
2020
Q1 | – | Sell |
-1,643
| Closed | -$229K | – | 78 |
|
|
2019
Q4 | $229K | Buy |
+1,643
| New | +$229K | 0.08% | 72 |
|
|
2018
Q1 | – | Sell |
-2,223
| Closed | -$238K | – | 75 |
|
|
2017
Q4 | $238K | Hold |
2,223
| – | – | 0.12% | 61 |
|
|
2017
Q3 | $212K | Sell |
2,223
-72
| -3% | -$6.87K | 0.11% | 64 |
|
|
2017
Q2 | $210K | Sell |
2,295
-125
| -5% | -$11.4K | 0.11% | 65 |
|
|
2017
Q1 | $213K | Buy |
+2,420
| New | +$213K | 0.12% | 61 |
|