OWA
Outlook Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
3,331
+52
| +2% | +$15.1K | 0.25% | 79 |
|
|
2025
Q1 | $805K | Sell |
3,279
-106
| -3% | -$26K | 0.22% | 88 |
|
|
2024
Q4 | $812K | Buy |
3,385
+134
| +4% | +$32.1K | 0.23% | 88 |
|
|
2024
Q3 | $685K | Buy |
3,251
+43
| +1% | +$9.07K | 0.2% | 105 |
|
|
2024
Q2 | $649K | Buy |
3,208
+2,030
| +172% | +$411K | 0.2% | 103 |
|
|
2024
Q1 | $236K | Buy |
+1,178
| New | +$236K | 0.07% | 241 |
|
|
2022
Q2 | – | Sell |
-1,776
| Closed | -$242K | – | 198 |
|
|
2022
Q1 | $242K | Sell |
1,776
-4,420
| -71% | -$602K | 0.08% | 179 |
|
|
2021
Q4 | $981K | Buy |
6,196
+60
| +1% | +$9.5K | 0.29% | 76 |
|
|
2021
Q3 | $1M | Buy |
6,136
+580
| +10% | +$94.9K | 0.33% | 73 |
|
|
2021
Q2 | $864K | Buy |
5,556
+790
| +17% | +$123K | 0.28% | 90 |
|
|
2021
Q1 | $725K | Buy |
4,766
+2
| +0% | +$304 | 0.25% | 91 |
|
|
2020
Q4 | $605K | Buy |
4,764
+77
| +2% | +$9.78K | 0.22% | 109 |
|
|
2020
Q3 | $451K | Buy |
4,687
+360
| +8% | +$34.6K | 0.18% | 120 |
|
|
2020
Q2 | $407K | Buy |
4,327
+224
| +5% | +$21.1K | 0.17% | 122 |
|
|
2020
Q1 | $369K | Buy |
4,103
+890
| +28% | +$80K | 0.21% | 101 |
|
|
2019
Q4 | $448K | Sell |
3,213
-23
| -0.7% | -$3.21K | 0.25% | 73 |
|
|
2019
Q3 | $381K | Buy |
3,236
+6
| +0.2% | +$706 | 0.23% | 106 |
|
|
2019
Q2 | $361K | Buy |
3,230
+123
| +4% | +$13.7K | 0.24% | 105 |
|
|
2019
Q1 | $315K | Buy |
3,107
+2,512
| +422% | +$255K | 0.26% | 104 |
|
|
2018
Q4 | $581K | Buy |
+595
| New | +$581K | 0.26% | 94 |
|