OWA
One Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
8,043
-8
| -0.1% | -$2.32K | 0.32% | 59 |
|
|
2025
Q1 | $1.97M | Sell |
8,051
-128
| -2% | -$31.4K | 0.29% | 63 |
|
|
2024
Q4 | $1.96M | Buy |
8,179
+15
| +0.2% | +$3.6K | 0.29% | 56 |
|
|
2024
Q3 | $1.72M | Buy |
8,164
+7
| +0.1% | +$1.48K | 0.26% | 55 |
|
|
2024
Q2 | $1.68M | Buy |
8,157
+922
| +13% | +$190K | 0.36% | 41 |
|
|
2024
Q1 | $1.45M | Buy |
7,235
+1,281
| +22% | +$257K | 0.25% | 63 |
|
|
2023
Q4 | $1.01M | Buy |
5,954
+379
| +7% | +$64.5K | 0.2% | 69 |
|
|
2023
Q3 | $809K | Sell |
5,575
-87
| -2% | -$12.6K | 0.18% | 74 |
|
|
2023
Q2 | $824K | Sell |
5,662
-153
| -3% | -$22.3K | 0.17% | 76 |
|
|
2023
Q1 | $758K | Sell |
5,815
-333
| -5% | -$43.4K | 0.18% | 72 |
|
|
2022
Q4 | $824K | Sell |
6,148
-1,458
| -19% | -$196K | 0.19% | 78 |
|
|
2022
Q3 | $795K | Buy |
7,606
+5,214
| +218% | +$545K | 0.26% | 53 |
|
|
2022
Q2 | $269K | Sell |
2,392
-38
| -2% | -$4.27K | 0.07% | 146 |
|
|
2022
Q1 | $331K | Buy |
2,430
+223
| +10% | +$30.4K | 0.08% | 132 |
|
|
2021
Q4 | $349K | Sell |
2,207
-16
| -0.7% | -$2.53K | 0.09% | 119 |
|
|
2021
Q3 | $364K | Sell |
2,223
-213
| -9% | -$34.9K | 0.11% | 121 |
|
|
2021
Q2 | $379K | Buy |
2,436
+311
| +15% | +$48.4K | 0.12% | 96 |
|
|
2021
Q1 | $324K | Buy |
2,125
+248
| +13% | +$37.8K | 0.12% | 97 |
|
|
2020
Q4 | $238K | Buy |
+1,877
| New | +$238K | 0.13% | 104 |
|
|
2020
Q1 | – | Sell |
-1,959
| Closed | -$273K | – | 122 |
|
|
2019
Q4 | $273K | Buy |
+1,959
| New | +$273K | 0.2% | 77 |
|
|
2019
Q2 | – | Sell |
-790
| Closed | -$80K | – | 309 |
|
|
2019
Q1 | $80K | Buy |
+790
| New | +$80K | 0.07% | 196 |
|
|
2018
Q4 | – | Sell |
-6,519
| Closed | -$736K | – | 294 |
|
|
2018
Q3 | $736K | Sell |
6,519
-174
| -3% | -$19.6K | 0.56% | 20 |
|
|
2018
Q2 | $697K | Buy |
+6,693
| New | +$697K | 0.56% | 21 |
|
|
2018
Q1 | – | Sell |
-6,362
| Closed | -$680K | – | 554 |
|
|
2017
Q4 | $680K | Buy |
+6,362
| New | +$680K | 0.55% | 20 |
|