KWA
Kingswood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Buy |
29,999
+324
| +1% | +$93.9K | 0.69% | 20 |
|
|
2025
Q1 | $7.28M | Sell |
29,675
-2,399
| -7% | -$588K | 0.66% | 20 |
|
|
2024
Q4 | $7.69M | Sell |
32,074
-27,286
| -46% | -$6.54M | 0.58% | 26 |
|
|
2024
Q3 | $12.5M | Buy |
59,360
+13,959
| +31% | +$2.94M | 0.89% | 16 |
|
|
2024
Q2 | $9.18M | Buy |
45,401
+10,875
| +31% | +$2.2M | 0.83% | 14 |
|
|
2024
Q1 | $6.92M | Sell |
34,526
-7,291
| -17% | -$1.46M | 0.8% | 17 |
|
|
2023
Q4 | $7.11M | Buy |
41,817
+29,812
| +248% | +$5.07M | 0.81% | 14 |
|
|
2023
Q3 | $4.93M | Sell |
12,005
-4,251
| -26% | -$1.75M | 0.84% | 20 |
|
|
2023
Q2 | $2.36M | Buy |
+16,256
| New | +$2.36M | 0.75% | 30 |
|