OWA
ORBA Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
1,053
-6,488
| -86% | -$1.88M | 0.28% | 61 |
|
|
2025
Q1 | $1.85M | Hold |
7,541
| – | – | 0.93% | 32 |
|
|
2024
Q4 | $1.81M | Sell |
7,541
-25
| -0.3% | -$5.99K | 0.94% | 32 |
|
|
2024
Q3 | $1.6M | Sell |
7,566
-73
| -1% | -$15.4K | 0.81% | 33 |
|
|
2024
Q2 | $1.55M | Buy |
7,639
+247
| +3% | +$50K | 0.8% | 33 |
|
|
2024
Q1 | $1.48M | Sell |
7,392
-1,400
| -16% | -$280K | 0.82% | 32 |
|
|
2023
Q4 | $1.5M | Buy |
+8,792
| New | +$1.5M | 0.9% | 30 |
|