PWA
Phoenix Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
14,169
-974
| -6% | -$282K | 1.72% | 16 |
|
|
2025
Q1 | $3.71M | Sell |
15,143
-1,819
| -11% | -$446K | 1.62% | 15 |
|
|
2024
Q4 | $4.07M | Sell |
16,962
-449
| -3% | -$108K | 1.76% | 16 |
|
|
2024
Q3 | $3.67M | Sell |
17,411
-1,982
| -10% | -$418K | 1.7% | 13 |
|
|
2024
Q2 | $3.92M | Sell |
19,393
-443
| -2% | -$89.6K | 1.97% | 10 |
|
|
2024
Q1 | $3.97M | Sell |
19,836
-1,638
| -8% | -$328K | 2.42% | 8 |
|
|
2023
Q4 | $3.7M | Sell |
21,474
-221
| -1% | -$38K | 2.57% | 7 |
|
|
2023
Q3 | $3.15M | Buy |
21,695
+382
| +2% | +$55.4K | 1.85% | 11 |
|
|
2023
Q2 | $3.1M | Sell |
21,313
-198
| -0.9% | -$28.8K | 1.8% | 12 |
|
|
2023
Q1 | $2.8M | Sell |
21,511
-1,127
| -5% | -$147K | 1.74% | 15 |
|
|
2022
Q4 | $3.04M | Buy |
22,638
+610
| +3% | +$81.8K | 1.83% | 13 |
|
|
2022
Q3 | $2.3M | Sell |
22,028
-66
| -0.3% | -$6.9K | 2.3% | 17 |
|
|
2022
Q2 | $2.49M | Buy |
22,094
+499
| +2% | +$56.2K | 2.45% | 14 |
|
|
2022
Q1 | $2.84M | Buy |
21,595
+261
| +1% | +$34.3K | 2.94% | 13 |
|
|
2021
Q4 | $3.38M | Buy |
21,334
+1,208
| +6% | +$191K | 2.55% | 7 |
|
|
2021
Q3 | $3.29M | Buy |
20,126
+91
| +0.5% | +$14.9K | 2.46% | 4 |
|
|
2021
Q2 | $3.07M | Sell |
20,035
-186
| -0.9% | -$28.5K | 2.22% | 5 |
|
|
2021
Q1 | $3.11M | Sell |
20,221
-1,237
| -6% | -$190K | 2.42% | 5 |
|
|
2020
Q4 | $2.73M | Buy |
+21,458
| New | +$2.73M | 2.07% | 9 |
|