PRWA
Platte River Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.68M | Buy |
22,192
+889
| +4% | +$187K | 1.26% | 21 |
|
|
2024
Q2 | $4.31M | Sell |
21,303
-619
| -3% | -$125K | 1.21% | 24 |
|
|
2024
Q1 | $4.39M | Buy |
21,922
+665
| +3% | +$133K | 1.25% | 25 |
|
|
2023
Q4 | $3.62M | Buy |
21,257
+1,252
| +6% | +$213K | 1.2% | 21 |
|
|
2023
Q3 | $2.9M | Buy |
20,005
+59
| +0.3% | +$8.56K | 1.06% | 26 |
|
|
2023
Q2 | $2.9M | Sell |
19,946
-571
| -3% | -$83K | 1.02% | 27 |
|
|
2023
Q1 | $2.67M | Buy |
20,517
+300
| +1% | +$39.1K | 1.03% | 29 |
|
|
2022
Q4 | $2.71M | Sell |
20,217
-1,277
| -6% | -$171K | 1.15% | 22 |
|
|
2022
Q3 | $2.25M | Buy |
21,494
+1,732
| +9% | +$181K | 1% | 26 |
|
|
2022
Q2 | $2.23M | Buy |
19,762
+5,801
| +42% | +$653K | 0.96% | 27 |
|
|
2022
Q1 | $1.9M | Sell |
13,961
-8,993
| -39% | -$1.23M | 0.69% | 30 |
|
|
2021
Q4 | $3.85M | Buy |
22,954
+284
| +1% | +$47.6K | 1.32% | 21 |
|
|
2021
Q3 | $3.71M | Buy |
22,670
+14,867
| +191% | +$2.43M | 1.37% | 22 |
|
|
2021
Q2 | $1.21M | Buy |
7,803
+182
| +2% | +$28.3K | 0.46% | 41 |
|
|
2021
Q1 | $1.18M | Buy |
7,621
+50
| +0.7% | +$7.76K | 0.49% | 41 |
|
|
2020
Q4 | $1.02M | Sell |
7,571
-1,613
| -18% | -$218K | 0.44% | 44 |
|
|
2020
Q3 | $884K | Sell |
9,184
-12,525
| -58% | -$1.21M | 0.46% | 49 |
|
|
2020
Q2 | $2.06M | Buy |
+21,709
| New | +$2.06M | 1.14% | 24 |
|
|
2019
Q4 | $2.21M | Buy |
+16,677
| New | +$2.21M | 1.16% | 24 |
|