PIWA
Prevail Innovative Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
1,453
+187
| +15% | +$54.2K | 0.09% | 171 |
|
|
2025
Q1 | $311K | Buy |
1,266
+216
| +21% | +$53K | 0.08% | 155 |
|
|
2024
Q4 | $252K | Sell |
1,050
-100
| -9% | -$24K | 0.07% | 144 |
|
|
2024
Q3 | $242K | Buy |
+1,150
| New | +$242K | 0.07% | 148 |
|
|
2024
Q1 | – | Sell |
-18,222
| Closed | -$3.1M | – | 173 |
|
|
2023
Q4 | $3.1M | Buy |
18,222
+2,067
| +13% | +$352K | 1.48% | 14 |
|
|
2023
Q3 | $2.34M | Buy |
+16,155
| New | +$2.34M | 1.22% | 30 |
|