PWA
Providence Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
20,900
+138
| +0.7% | +$39.8K | 4.14% | 5 |
|
|
2025
Q1 | $5.04M | Sell |
20,762
-38
| -0.2% | -$9.23K | 3.82% | 4 |
|
|
2024
Q4 | $5.03M | Sell |
20,800
-629
| -3% | -$152K | 3.81% | 5 |
|
|
2024
Q3 | $4.79M | Buy |
21,429
+50
| +0.2% | +$11.2K | 3.54% | 5 |
|
|
2024
Q2 | $4.39M | Buy |
21,379
+155
| +0.7% | +$31.8K | 3.5% | 5 |
|
|
2024
Q1 | $4.22M | Buy |
21,224
+14,263
| +205% | +$2.83M | 3.6% | 5 |
|
|
2023
Q4 | $1.54M | Sell |
6,961
-14,133
| -67% | -$3.12M | 1.39% | 20 |
|
|
2023
Q3 | $3.02M | Buy |
21,094
+85
| +0.4% | +$12.2K | 3.37% | 6 |
|
|
2023
Q2 | $3.04M | Buy |
21,009
+5,273
| +34% | +$763K | 3.36% | 5 |
|
|
2023
Q1 | $2.22M | Sell |
15,736
-300
| -2% | -$42.4K | 1.64% | 18 |
|
|
2022
Q4 | $2.17M | Sell |
16,036
-98
| -0.6% | -$13.3K | 1.61% | 19 |
|
|
2022
Q3 | $2.11M | Sell |
16,134
-347
| -2% | -$45.4K | 1.58% | 20 |
|
|
2022
Q2 | $1.84M | Buy |
16,481
+704
| +4% | +$78.5K | 1.33% | 28 |
|
|
2022
Q1 | $2.14M | Buy |
15,777
+275
| +2% | +$37.2K | 1.37% | 20 |
|
|
2021
Q4 | $2.6M | Sell |
15,502
-50
| -0.3% | -$8.37K | 1.63% | 16 |
|
|
2021
Q3 | $2.58M | Sell |
15,552
-328
| -2% | -$54.3K | 1.79% | 15 |
|
|
2021
Q2 | $2.45M | Buy |
15,880
+76
| +0.5% | +$11.7K | 1.68% | 15 |
|
|
2021
Q1 | $2.41M | Buy |
15,804
+207
| +1% | +$31.5K | 1.77% | 15 |
|
|
2020
Q4 | $1.96M | Buy |
15,597
+915
| +6% | +$115K | 1.62% | 16 |
|
|
2020
Q3 | $1.41M | Sell |
14,682
-938
| -6% | -$90.3K | 1.4% | 23 |
|
|
2020
Q2 | $1.47M | Buy |
15,620
+1,186
| +8% | +$112K | 1.5% | 22 |
|
|
2020
Q1 | $1.24M | Buy |
14,434
+101
| +0.7% | +$8.67K | 1.5% | 22 |
|
|
2019
Q4 | $1.99M | Sell |
14,333
-31,807
| -69% | -$4.41M | 1.83% | 15 |
|
|
2019
Q3 | $5.43M | Sell |
46,140
-12,197
| -21% | -$1.44M | 4.85% | 2 |
|
|
2019
Q2 | $6.64M | Sell |
58,337
-669
| -1% | -$76.1K | 6.17% | 1 |
|
|
2019
Q1 | $6.05M | Sell |
59,006
-935
| -2% | -$95.9K | 5.69% | 1 |
|
|
2018
Q4 | $5.8M | Sell |
59,941
-3,018
| -5% | -$292K | 6.44% | 1 |
|
|
2018
Q3 | $7.1M | Sell |
62,959
-1,575
| -2% | -$178K | 6.48% | 1 |
|
|
2018
Q2 | $6.72M | Sell |
64,534
-584
| -0.9% | -$60.8K | 6.55% | 1 |
|
|
2018
Q1 | $7.02M | Buy |
+65,118
| New | +$7.02M | 10.4% | 1 |
|