O3W
Omni 360 Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Buy |
2,813
+322
| +13% | +$93.3K | 0.4% | 53 |
|
|
2025
Q1 | $611K | Buy |
2,491
+131
| +6% | +$32.1K | 0.36% | 64 |
|
|
2024
Q4 | $566K | Sell |
2,360
-84
| -3% | -$20.1K | 0.35% | 64 |
|
|
2024
Q3 | $515K | Buy |
2,444
+419
| +21% | +$88.3K | 0.34% | 70 |
|
|
2024
Q2 | $410K | Buy |
2,025
+141
| +7% | +$28.5K | 0.3% | 75 |
|
|
2024
Q1 | $377K | Buy |
1,884
+329
| +21% | +$65.9K | 0.31% | 75 |
|
|
2023
Q4 | $265K | Buy |
+1,555
| New | +$265K | 0.25% | 83 |
|