NFA
Northwest Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
1,496
-4,080
| -73% | -$1.18M | 0.61% | 49 |
|
|
2025
Q1 | $1.37M | Sell |
5,576
-158
| -3% | -$38.8K | 1.13% | 23 |
|
|
2024
Q4 | $1.37M | Buy |
5,734
+481
| +9% | +$115K | 1.13% | 19 |
|
|
2024
Q3 | $1.11M | Buy |
5,253
+459
| +10% | +$96.8K | 0.88% | 21 |
|
|
2024
Q2 | $970K | Sell |
4,794
-58
| -1% | -$11.7K | 0.99% | 22 |
|
|
2024
Q1 | $972K | Sell |
4,852
-434
| -8% | -$86.9K | 1.07% | 22 |
|
|
2023
Q4 | $899K | Buy |
+5,286
| New | +$899K | 0.76% | 23 |
|