IWA
Invera Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.5M | Sell |
18,338
-6,047
| -25% | -$1.48M | 5.29% | 5 |
|
|
2024
Q4 | $6.48M | Sell |
24,385
-1,535
| -6% | -$408K | 6.42% | 2 |
|
|
2024
Q3 | $6.14M | Sell |
25,920
-1,077
| -4% | -$255K | 6.1% | 2 |
|
|
2024
Q2 | $5.6M | Buy |
26,997
+400
| +2% | +$83K | 5.74% | 3 |
|
|
2024
Q1 | $4.82M | Sell |
26,597
-1,235
| -4% | -$224K | 4.09% | 3 |
|
|
2023
Q4 | $4.73M | Buy |
+27,832
| New | +$4.73M | 2.96% | 5 |
|