NIWA
New Insight Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Hold |
2,790
| – | – | 0.33% | 45 |
|
|
2025
Q1 | $684K | Buy |
2,790
+215
| +8% | +$52.7K | 0.31% | 44 |
|
|
2024
Q4 | $617K | Sell |
2,575
-26
| -1% | -$6.23K | 0.31% | 44 |
|
|
2024
Q3 | $548K | Sell |
2,601
-453
| -15% | -$95.5K | 0.29% | 42 |
|
|
2024
Q2 | $618K | Sell |
3,054
-300
| -9% | -$60.7K | 0.36% | 40 |
|
|
2024
Q1 | $672K | Hold |
3,354
| – | – | 0.42% | 41 |
|
|
2023
Q4 | $571K | Buy |
+3,354
| New | +$571K | 0.38% | 41 |
|