NWWA
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New Wave Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

New Wave Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-495
Closed -$119K – 409
2024
Q4 		$119K Sell
495
-564
-53% -$135K 0.05% 176
2024
Q3 		$223K Hold
1,059
– – 0.1% 133
2024
Q2 		$214K Buy
+1,059
New +$214K 0.12% 130