LWA
Lineweaver Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Buy |
26,688
+1,497
| +6% | +$434K | 1.22% | 21 |
|
|
2025
Q1 | $6.18M | Buy |
25,191
+1,302
| +5% | +$319K | 1.05% | 22 |
|
|
2024
Q4 | $5.73M | Buy |
23,889
+340
| +1% | +$81.5K | 1.06% | 24 |
|
|
2024
Q3 | $4.97M | Buy |
23,549
+858
| +4% | +$181K | 0.95% | 23 |
|
|
2024
Q2 | $4.59M | Sell |
22,691
-91
| -0.4% | -$18.4K | 0.95% | 23 |
|
|
2024
Q1 | $4.57M | Buy |
22,782
+784
| +4% | +$157K | 1.08% | 19 |
|
|
2023
Q4 | $3.74M | Buy |
21,998
+2,870
| +15% | +$488K | 0.97% | 21 |
|
|
2023
Q3 | $2.77M | Buy |
19,128
+2,075
| +12% | +$301K | 0.81% | 24 |
|
|
2023
Q2 | $2.48M | Buy |
17,053
+278
| +2% | +$40.4K | 0.71% | 27 |
|
|
2023
Q1 | $2.19M | Buy |
16,775
+196
| +1% | +$25.6K | 0.67% | 32 |
|
|
2022
Q4 | $2.22M | Sell |
16,579
-821
| -5% | -$110K | 0.67% | 31 |
|
|
2022
Q3 | $1.82M | Buy |
17,400
+1,919
| +12% | +$201K | 0.59% | 37 |
|
|
2022
Q2 | $1.74M | Buy |
15,481
+806
| +5% | +$90.7K | 0.58% | 35 |
|
|
2022
Q1 | $2M | Buy |
14,675
+3,498
| +31% | +$477K | 0.57% | 34 |
|
|
2021
Q4 | $1.77M | Buy |
11,177
+313
| +3% | +$49.5K | 0.51% | 37 |
|
|
2021
Q3 | $1.78M | Buy |
10,864
+770
| +8% | +$126K | 0.54% | 33 |
|
|
2021
Q2 | $1.57M | Buy |
10,094
+737
| +8% | +$115K | 0.51% | 35 |
|
|
2021
Q1 | $1.42M | Buy |
9,357
+1,171
| +14% | +$178K | 0.51% | 34 |
|
|
2020
Q4 | $1.04M | Buy |
8,186
+185
| +2% | +$23.5K | 0.41% | 33 |
|
|
2020
Q3 | $770K | Buy |
8,001
+897
| +13% | +$86.3K | 0.34% | 37 |
|
|
2020
Q2 | $668K | Buy |
7,104
+935
| +15% | +$87.9K | 0.34% | 35 |
|
|
2020
Q1 | $544K | Buy |
6,169
+1,441
| +30% | +$127K | 0.34% | 34 |
|
|
2019
Q4 | $659K | Buy |
+4,728
| New | +$659K | 0.37% | 30 |
|