PWA
Provenance Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
1,944
-1,600
| -45% | -$464K | 0.08% | 60 |
|
|
2025
Q1 | $869K | Sell |
3,544
-4,775
| -57% | -$1.17M | 0.13% | 43 |
|
|
2024
Q4 | $1.99M | Buy |
8,319
+6,346
| +322% | +$1.52M | 0.26% | 28 |
|
|
2024
Q3 | $416K | Buy |
1,973
+94
| +5% | +$19.8K | 0.05% | 106 |
|
|
2024
Q2 | $380K | Sell |
1,879
-20
| -1% | -$4.05K | 0.05% | 97 |
|
|
2024
Q1 | $380K | Buy |
1,899
+307
| +19% | +$61.5K | 0.05% | 101 |
|
|
2023
Q4 | $271K | Buy |
1,592
+138
| +9% | +$23.5K | 0.04% | 114 |
|
|
2023
Q3 | $211K | Buy |
+1,454
| New | +$211K | 0.03% | 111 |
|