LRWA
Long Run Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
19,110
-2,675
| -12% | -$776K | 1.16% | 23 |
|
|
2025
Q1 | $5.34M | Buy |
21,785
+1,316
| +6% | +$323K | 1.21% | 22 |
|
|
2024
Q4 | $4.91M | Sell |
20,469
-2,981
| -13% | -$715K | 1.18% | 22 |
|
|
2024
Q3 | $4.94M | Sell |
23,450
-1,003
| -4% | -$211K | 1.16% | 23 |
|
|
2024
Q2 | $4.95M | Sell |
24,453
-3,435
| -12% | -$695K | 1.25% | 21 |
|
|
2024
Q1 | $5.59M | Sell |
27,888
-97
| -0.3% | -$19.4K | 1.47% | 19 |
|
|
2023
Q4 | $4.76M | Buy |
27,985
+1,500
| +6% | +$255K | 1.37% | 21 |
|
|
2023
Q3 | $3.84M | Buy |
26,485
+105
| +0.4% | +$15.2K | 1.25% | 24 |
|
|
2023
Q2 | $3.84M | Sell |
26,380
-2,731
| -9% | -$397K | 1.22% | 23 |
|
|
2023
Q1 | $3.79M | Sell |
29,111
-1,010
| -3% | -$132K | 1.29% | 23 |
|
|
2022
Q4 | $4.04M | Buy |
30,121
+257
| +0.9% | +$34.5K | 1.45% | 21 |
|
|
2022
Q3 | $3.12M | Buy |
29,864
+7,431
| +33% | +$777K | 1.24% | 25 |
|
|
2022
Q2 | $2.53M | Buy |
22,433
+1,102
| +5% | +$124K | 0.98% | 31 |
|
|
2022
Q1 | $2.91M | Buy |
21,331
+2,334
| +12% | +$318K | 1.02% | 30 |
|
|
2021
Q4 | $3.02M | Buy |
+18,997
| New | +$3.02M | 1.05% | 27 |
|