IWA
Intercontinental Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.83M | Buy |
19,439
+674
| +4% | +$98K | 0.68% | 24 |
|
|
2023
Q1 | $2.45M | Buy |
18,765
+9
| +0% | +$1.17K | 0.62% | 26 |
|
|
2022
Q4 | $2.52M | Sell |
18,756
-833
| -4% | -$112K | 0.75% | 20 |
|
|
2022
Q3 | $2.05M | Buy |
19,589
+287
| +1% | +$30K | 0.64% | 29 |
|
|
2022
Q2 | $2.17M | Sell |
19,302
-1,245
| -6% | -$140K | 0.59% | 23 |
|
|
2022
Q1 | $2.8M | Buy |
20,547
+2,414
| +13% | +$329K | 0.64% | 18 |
|
|
2021
Q4 | $2.87M | Buy |
18,133
+506
| +3% | +$80.1K | 0.61% | 20 |
|
|
2021
Q3 | $2.89M | Sell |
17,627
-1,181
| -6% | -$193K | 0.67% | 17 |
|
|
2021
Q2 | $2.93M | Buy |
18,808
+596
| +3% | +$92.7K | 0.58% | 20 |
|
|
2021
Q1 | $2.77M | Sell |
18,212
-2,517
| -12% | -$383K | 0.6% | 18 |
|
|
2020
Q4 | $2.63M | Sell |
20,729
-3,007
| -13% | -$382K | 0.63% | 21 |
|
|
2020
Q3 | $2.29M | Buy |
23,736
+3,028
| +15% | +$291K | 0.67% | 18 |
|
|
2020
Q2 | $1.95M | Buy |
20,708
+4,054
| +24% | +$381K | 0.63% | 19 |
|
|
2020
Q1 | $1.5M | Buy |
16,654
+12,419
| +293% | +$1.12M | 0.79% | 20 |
|
|
2019
Q4 | $583K | Sell |
4,235
-2,168
| -34% | -$298K | 0.49% | 40 |
|
|
2019
Q3 | $754K | Buy |
6,403
+656
| +11% | +$77.2K | 0.46% | 44 |
|
|
2019
Q2 | $643K | Buy |
5,747
+10
| +0.2% | +$1.12K | 0.33% | 47 |
|
|
2019
Q1 | $581K | Hold |
5,737
| – | – | 0.29% | 49 |
|
|
2018
Q4 | $560K | Buy |
5,737
+1,012
| +21% | +$98.8K | 0.31% | 49 |
|
|
2018
Q3 | $533K | Buy |
4,725
+1,641
| +53% | +$185K | 0.27% | 57 |
|
|
2018
Q2 | $321K | Buy |
3,084
+3
| +0.1% | +$312 | 0.18% | 87 |
|
|
2018
Q1 | $339K | Buy |
3,081
+61
| +2% | +$6.71K | 0.2% | 81 |
|
|
2017
Q4 | $323K | Buy |
3,020
+40
| +1% | +$4.28K | 0.18% | 85 |
|
|
2017
Q3 | $285K | Sell |
2,980
-7
| -0.2% | -$669 | 0.17% | 91 |
|
|
2017
Q2 | $273K | Sell |
2,987
-993
| -25% | -$90.8K | 0.18% | 90 |
|
|
2017
Q1 | $350K | Sell |
3,980
-15
| -0.4% | -$1.32K | 0.21% | 88 |
|
|
2016
Q4 | $345K | Buy |
3,995
+165
| +4% | +$14.2K | 0.22% | 90 |
|
|
2016
Q3 | $255K | Sell |
3,830
-23
| -0.6% | -$1.53K | 0.18% | 102 |
|
|
2016
Q2 | $239K | Sell |
3,853
-13
| -0.3% | -$806 | 0.18% | 108 |
|
|
2016
Q1 | $229K | Sell |
3,866
-70
| -2% | -$4.15K | 0.17% | 110 |
|
|
2015
Q4 | $260K | Buy |
+3,936
| New | +$260K | 0.18% | 105 |
|