LWA
Lowe Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.3K | Hold |
201
| – | – | 0.02% | 130 |
|
|
2025
Q1 | $49.3K | Hold |
201
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $48.2K | Buy |
201
+51
| +34% | +$12.2K | 0.02% | 135 |
|
|
2024
Q3 | $31.6K | Hold |
150
| – | – | 0.01% | 149 |
|
|
2024
Q2 | $30.3K | Hold |
150
| – | – | 0.01% | 149 |
|
|
2024
Q1 | $30K | Hold |
150
| – | – | 0.01% | 139 |
|
|
2023
Q4 | $25.5K | Hold |
150
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $21.8K | Sell |
150
-20
| -12% | -$2.9K | 0.01% | 146 |
|
|
2023
Q2 | $24.7K | Hold |
170
| – | – | 0.01% | 145 |
|
|
2023
Q1 | $22.2K | Buy |
170
+20
| +13% | +$2.61K | 0.01% | 144 |
|
|
2022
Q4 | $20.1K | Sell |
150
-50
| -25% | -$6.71K | 0.01% | 153 |
|
|
2022
Q3 | $21K | Hold |
200
| – | – | 0.01% | 145 |
|
|
2022
Q2 | $23K | Buy |
200
+100
| +100% | +$11.5K | 0.01% | 132 |
|
|
2022
Q1 | $14K | Sell |
100
-65
| -39% | -$9.1K | 0.01% | 177 |
|
|
2021
Q4 | $26K | Buy |
165
+115
| +230% | +$18.1K | 0.01% | 134 |
|
|
2021
Q3 | $8K | Sell |
50
-50
| -50% | -$8K | ﹤0.01% | 202 |
|
|
2021
Q2 | $16K | Buy |
+100
| New | +$16K | 0.01% | 154 |
|
|
2020
Q1 | – | Sell |
-236
| Closed | -$33K | – | 328 |
|
|
2019
Q4 | $33K | Buy |
236
+27
| +13% | +$3.78K | 0.02% | 86 |
|
|
2019
Q3 | $25K | Hold |
209
| – | – | 0.01% | 103 |
|
|
2019
Q2 | $23K | Hold |
209
| – | – | 0.01% | 111 |
|
|
2019
Q1 | $21K | Buy |
209
+127
| +155% | +$12.8K | 0.01% | 107 |
|
|
2018
Q4 | $8K | Sell |
82
-74
| -47% | -$7.22K | 0.01% | 150 |
|
|
2018
Q3 | $18K | Buy |
156
+8
| +5% | +$923 | 0.01% | 118 |
|
|
2018
Q2 | $15K | Sell |
148
-165
| -53% | -$16.7K | 0.01% | 118 |
|
|
2018
Q1 | $34K | Buy |
313
+231
| +282% | +$25.1K | 0.02% | 82 |
|
|
2017
Q4 | $9K | Sell |
82
-250
| -75% | -$27.4K | 0.01% | 165 |
|
|
2017
Q3 | $32K | Buy |
+332
| New | +$32K | 0.02% | 83 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$3K | – | 238 |
|
|
2015
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 182 |
|
|
2015
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 184 |
|