JWA
JFS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
7,897
+35
| +0.4% | +$10.1K | 0.15% | 92 |
|
|
2025
Q1 | $1.93M | Buy |
7,862
+423
| +6% | +$104K | 0.13% | 97 |
|
|
2024
Q4 | $1.78M | Sell |
7,439
-542
| -7% | -$130K | 0.12% | 98 |
|
|
2024
Q3 | $1.68M | Buy |
7,981
+2,762
| +53% | +$582K | 0.11% | 107 |
|
|
2024
Q2 | $1.06M | Sell |
5,219
-77
| -1% | -$15.6K | 0.08% | 109 |
|
|
2024
Q1 | $1.06M | Sell |
5,296
-303
| -5% | -$60.7K | 0.08% | 111 |
|
|
2023
Q4 | $952K | Sell |
5,599
-972
| -15% | -$165K | 0.08% | 108 |
|
|
2023
Q3 | $953K | Buy |
6,571
+2
| +0% | +$290 | 0.09% | 110 |
|
|
2023
Q2 | $955K | Sell |
6,569
-687
| -9% | -$99.9K | 0.09% | 114 |
|
|
2023
Q1 | $946K | Sell |
7,256
-1,288
| -15% | -$168K | 0.09% | 114 |
|
|
2022
Q4 | $1.15M | Sell |
8,544
-495
| -5% | -$66.4K | 0.11% | 102 |
|
|
2022
Q3 | $945K | Sell |
9,039
-1,066
| -11% | -$111K | 0.1% | 106 |
|
|
2022
Q2 | $1.14M | Sell |
10,105
-2,057
| -17% | -$232K | 0.12% | 97 |
|
|
2022
Q1 | $1.66M | Buy |
12,162
+1,426
| +13% | +$194K | 0.16% | 91 |
|
|
2021
Q4 | $1.7M | Buy |
10,736
+3,180
| +42% | +$504K | 0.16% | 93 |
|
|
2021
Q3 | $1.24M | Sell |
7,556
-363
| -5% | -$59.4K | 0.13% | 104 |
|
|
2021
Q2 | $1.23M | Buy |
7,919
+1,195
| +18% | +$186K | 0.18% | 79 |
|
|
2021
Q1 | $1.02M | Sell |
6,724
-529
| -7% | -$80.6K | 0.21% | 75 |
|
|
2020
Q4 | $922K | Buy |
7,253
+249
| +4% | +$31.7K | 0.19% | 78 |
|
|
2020
Q3 | $674K | Buy |
7,004
+350
| +5% | +$33.7K | 0.16% | 80 |
|
|
2020
Q2 | $626K | Buy |
6,654
+1,125
| +20% | +$106K | 0.16% | 83 |
|
|
2020
Q1 | $498K | Buy |
5,529
+51
| +0.9% | +$4.59K | 0.15% | 83 |
|
|
2019
Q4 | $764K | Sell |
5,478
-294
| -5% | -$41K | 0.19% | 80 |
|
|
2019
Q3 | $679K | Buy |
5,772
+52
| +0.9% | +$6.12K | 0.17% | 83 |
|
|
2019
Q2 | $639K | Hold |
5,720
| – | – | 0.16% | 84 |
|
|
2019
Q1 | $579K | Hold |
5,720
| – | – | 0.15% | 85 |
|
|
2018
Q4 | $558K | Sell |
5,720
-466
| -8% | -$45.5K | 0.15% | 88 |
|
|
2018
Q3 | $698K | Sell |
6,186
-34
| -0.5% | -$3.84K | 0.18% | 82 |
|
|
2018
Q2 | $648K | Sell |
6,220
-205
| -3% | -$21.4K | 0.17% | 81 |
|
|
2018
Q1 | $707K | Sell |
6,425
-3,670
| -36% | -$404K | 0.19% | 75 |
|
|
2017
Q4 | $1.08M | Buy |
10,095
+2,838
| +39% | +$304K | 0.26% | 64 |
|
|
2017
Q3 | $693K | Buy |
7,257
+2,369
| +48% | +$226K | 0.18% | 73 |
|
|
2017
Q2 | $447K | Sell |
4,888
-3,080
| -39% | -$282K | 0.12% | 79 |
|
|
2017
Q1 | $688K | Hold |
7,968
| – | – | 0.19% | 78 |
|
|
2016
Q4 | $688K | Sell |
7,968
-1,060
| -12% | -$91.5K | 0.19% | 78 |
|
|
2016
Q3 | $601K | Sell |
9,028
-7,951
| -47% | -$529K | 0.17% | 78 |
|
|
2016
Q2 | $1.06M | Buy |
16,979
+7,982
| +89% | +$496K | 0.29% | 68 |
|
|
2016
Q1 | $533K | Buy |
8,997
+1,317
| +17% | +$78K | 0.16% | 83 |
|
|
2015
Q4 | $508K | Buy |
7,680
+887
| +13% | +$58.7K | 0.15% | 87 |
|
|
2015
Q3 | $414K | Buy |
+6,793
| New | +$414K | 0.18% | 70 |
|
|
2014
Q2 | – | Sell |
-13,177
| Closed | -$800K | – | 484 |
|
|
2014
Q1 | $800K | Sell |
13,177
-3,271
| -20% | -$199K | 0.44% | 42 |
|
|
2013
Q4 | $962K | Buy |
16,448
+273
| +2% | +$16K | 0.42% | 42 |
|
|
2013
Q3 | $836K | Buy |
16,175
+3,158
| +24% | +$163K | 0.39% | 46 |
|
|
2013
Q2 | $687K | Buy |
+13,017
| New | +$687K | 0.34% | 51 |
|