LWA
Ledgewood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
1,760
| – | – | 0.32% | 40 |
|
|
2025
Q1 | $432K | Hold |
1,760
| – | – | 0.28% | 43 |
|
|
2024
Q4 | $422K | Hold |
1,760
| – | – | 0.27% | 46 |
|
|
2024
Q3 | $371K | Buy |
1,760
+46
| +3% | +$9.7K | 0.25% | 52 |
|
|
2024
Q2 | $347K | Hold |
1,714
| – | – | 0.3% | 42 |
|
|
2024
Q1 | $343K | Hold |
1,714
| – | – | 0.32% | 46 |
|
|
2023
Q4 | $292K | Buy |
+1,714
| New | +$292K | 0.27% | 48 |
|