JWCA
J.W. Cole Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
120,483
+26,531
| +28% | +$7.69M | 0.74% | 17 |
|
|
2025
Q1 | $23M | Buy |
93,952
+36,212
| +63% | +$8.88M | 0.72% | 15 |
|
|
2024
Q4 | $13.8M | Buy |
57,740
+2,180
| +4% | +$523K | 0.56% | 27 |
|
|
2024
Q3 | $11.7M | Buy |
55,560
+5,213
| +10% | +$1.1M | 0.49% | 30 |
|
|
2024
Q2 | $10.2M | Buy |
50,347
+10,709
| +27% | +$2.17M | 0.48% | 34 |
|
|
2024
Q1 | $7.93M | Buy |
39,638
+740
| +2% | +$148K | 0.4% | 44 |
|
|
2023
Q4 | $6.62M | Buy |
38,898
+3,917
| +11% | +$666K | 0.39% | 50 |
|
|
2023
Q3 | $5.07M | Buy |
34,981
+671
| +2% | +$97.3K | 0.37% | 58 |
|
|
2023
Q2 | $4.99M | Sell |
34,310
-1,238
| -3% | -$180K | 0.36% | 58 |
|
|
2023
Q1 | $4.63M | Buy |
35,548
+2,250
| +7% | +$293K | 0.33% | 68 |
|
|
2022
Q4 | $4.47M | Buy |
33,298
+1,484
| +5% | +$199K | 0.34% | 71 |
|
|
2022
Q3 | $3.33M | Buy |
31,814
+873
| +3% | +$91.2K | 0.28% | 85 |
|
|
2022
Q2 | $3.48M | Sell |
30,941
-822
| -3% | -$92.6K | 0.28% | 84 |
|
|
2022
Q1 | $4.33M | Buy |
31,763
+55
| +0.2% | +$7.5K | 0.29% | 74 |
|
|
2021
Q4 | $5.02M | Buy |
31,708
+175
| +0.6% | +$27.7K | 0.33% | 65 |
|
|
2021
Q3 | $5.03M | Sell |
31,533
-3,351
| -10% | -$534K | 0.36% | 47 |
|
|
2021
Q2 | $5.43M | Buy |
34,884
+1,323
| +4% | +$206K | 0.43% | 51 |
|
|
2021
Q1 | $5.11M | Sell |
33,561
-430
| -1% | -$65.5K | 0.49% | 38 |
|
|
2020
Q4 | $4.32M | Sell |
33,991
-51,504
| -60% | -$6.54M | 0.45% | 44 |
|
|
2020
Q3 | $8.23M | Buy |
85,495
+51,560
| +152% | +$4.96M | 0.63% | 26 |
|
|
2020
Q2 | $3.19M | Buy |
33,935
+26,665
| +367% | +$2.51M | 0.48% | 55 |
|
|
2020
Q1 | $655K | Sell |
7,270
-24,935
| -77% | -$2.25M | 1.27% | 15 |
|
|
2019
Q4 | $4.49M | Buy |
+32,205
| New | +$4.49M | 0.57% | 38 |
|