NWAG
Net Worth Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
9,720
-293
| -3% | -$84.9K | 0.62% | 27 |
|
|
2025
Q1 | $2.46M | Sell |
10,013
-167
| -2% | -$41K | 0.77% | 20 |
|
|
2024
Q4 | $2.44M | Sell |
10,180
-13
| -0.1% | -$3.12K | 0.74% | 23 |
|
|
2024
Q3 | $2.15M | Buy |
+10,193
| New | +$2.15M | 0.64% | 21 |
|