IWA
IVC Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
3,327
+53
| +2% | +$15.4K | 0.47% | 44 |
|
|
2025
Q1 | $803K | Sell |
3,274
-252
| -7% | -$61.8K | 0.43% | 52 |
|
|
2024
Q4 | $845K | Sell |
3,526
-487
| -12% | -$117K | 0.47% | 48 |
|
|
2024
Q3 | $846K | Buy |
4,013
+78
| +2% | +$16.4K | 0.46% | 49 |
|
|
2024
Q2 | $796K | Sell |
3,935
-15
| -0.4% | -$3.03K | 0.45% | 54 |
|
|
2024
Q1 | $791K | Sell |
3,950
-7
| -0.2% | -$1.4K | 0.46% | 56 |
|
|
2023
Q4 | $673K | Buy |
3,957
+23
| +0.6% | +$3.91K | 0.42% | 59 |
|
|
2023
Q3 | $571K | Buy |
3,934
+5
| +0.1% | +$725 | 0.38% | 67 |
|
|
2023
Q2 | $571K | Buy |
3,929
+121
| +3% | +$17.6K | 0.36% | 71 |
|
|
2023
Q1 | $496K | Buy |
3,808
+70
| +2% | +$9.12K | 0.35% | 70 |
|
|
2022
Q4 | $501K | Buy |
3,738
+97
| +3% | +$13K | 0.37% | 69 |
|
|
2022
Q3 | $381K | Sell |
3,641
-11
| -0.3% | -$1.15K | 0.31% | 76 |
|
|
2022
Q2 | $411K | Buy |
3,652
+193
| +6% | +$21.7K | 0.32% | 77 |
|
|
2022
Q1 | $472K | Buy |
3,459
+568
| +20% | +$77.5K | 0.31% | 76 |
|
|
2021
Q4 | $458K | Buy |
2,891
+19
| +0.7% | +$3.01K | 0.3% | 88 |
|
|
2021
Q3 | $470K | Buy |
2,872
+1
| +0% | +$164 | 0.32% | 78 |
|
|
2021
Q2 | $447K | Buy |
2,871
+13
| +0.5% | +$2.02K | 0.31% | 81 |
|
|
2021
Q1 | $435K | Buy |
2,858
+54
| +2% | +$8.22K | 0.34% | 80 |
|
|
2020
Q4 | $356K | Buy |
+2,804
| New | +$356K | 0.34% | 78 |
|