MWA
Moser Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
16,582
+198
| +1% | +$57.4K | 2.31% | 11 |
|
|
2025
Q1 | $4.02M | Sell |
16,384
-200
| -1% | -$49.1K | 2.11% | 13 |
|
|
2024
Q4 | $3.98M | Sell |
16,584
-100
| -0.6% | -$24K | 2.07% | 12 |
|
|
2024
Q3 | $3.52M | Sell |
16,684
-250
| -1% | -$52.7K | 1.82% | 13 |
|
|
2024
Q2 | $3.43M | Sell |
16,934
-200
| -1% | -$40.5K | 1.86% | 13 |
|
|
2024
Q1 | $3.43M | Sell |
17,134
-225
| -1% | -$45.1K | 1.91% | 12 |
|
|
2023
Q4 | $2.95M | Sell |
17,359
-120
| -0.7% | -$20.4K | 1.88% | 13 |
|
|
2023
Q3 | $2.53M | Hold |
17,479
| – | – | 1.78% | 13 |
|
|
2023
Q2 | $2.54M | Buy |
+17,479
| New | +$2.54M | 1.71% | 14 |
|
|
2022
Q4 | $2.4M | Sell |
17,889
-60
| -0.3% | -$8.05K | 1.81% | 14 |
|
|
2022
Q3 | $1.88M | Buy |
17,949
+54
| +0.3% | +$5.64K | 1.47% | 18 |
|
|
2022
Q2 | $2.02M | Buy |
17,895
+207
| +1% | +$23.3K | 1.5% | 17 |
|
|
2022
Q1 | $2.41M | Buy |
17,688
+115
| +0.7% | +$15.7K | 1.51% | 15 |
|
|
2021
Q4 | $2.78M | Sell |
17,573
-350
| -2% | -$55.4K | 1.68% | 14 |
|
|
2021
Q3 | $2.93M | Buy |
17,923
+100
| +0.6% | +$16.4K | 1.88% | 14 |
|
|
2021
Q2 | $2.77M | Buy |
17,823
+175
| +1% | +$27.2K | 1.78% | 16 |
|
|
2021
Q1 | $2.69M | Hold |
17,648
| – | – | 1.89% | 15 |
|
|
2020
Q4 | $2.24M | Hold |
17,648
| – | – | 1.65% | 16 |
|
|
2020
Q3 | $1.7M | Buy |
17,648
+1,423
| +9% | +$137K | 1.35% | 18 |
|
|
2020
Q2 | $1.53M | Buy |
16,225
+15,075
| +1,311% | +$1.42M | 1.46% | 16 |
|
|
2020
Q1 | $104K | Buy |
1,150
+700
| +156% | +$63.3K | 0.12% | 56 |
|
|
2019
Q4 | $63K | Buy |
+450
| New | +$63K | 0.06% | 79 |
|