RWA
Redhawk Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
10,557
+13
| +0.1% | +$3.77K | 0.38% | 63 |
|
|
2025
Q1 | $2.59M | Buy |
10,544
+819
| +8% | +$201K | 0.35% | 57 |
|
|
2024
Q4 | $2.33M | Sell |
9,725
-121
| -1% | -$29K | 0.32% | 68 |
|
|
2024
Q3 | $2.08M | Sell |
9,846
-1,384
| -12% | -$292K | 0.3% | 79 |
|
|
2024
Q2 | $2.27M | Sell |
11,230
-888
| -7% | -$180K | 0.35% | 67 |
|
|
2024
Q1 | $2.43M | Sell |
12,118
-232
| -2% | -$46.5K | 0.4% | 54 |
|
|
2023
Q4 | $2.1M | Buy |
12,350
+1,327
| +12% | +$226K | 0.41% | 56 |
|
|
2023
Q3 | $1.6M | Sell |
11,023
-391
| -3% | -$56.7K | 0.53% | 45 |
|
|
2023
Q2 | $1.66M | Buy |
11,414
+2,376
| +26% | +$346K | 0.51% | 43 |
|
|
2023
Q1 | $1.18M | Sell |
9,038
-581
| -6% | -$75.7K | 0.4% | 63 |
|
|
2022
Q4 | $1.29M | Buy |
9,619
+520
| +6% | +$69.7K | 0.5% | 50 |
|
|
2022
Q3 | $951K | Buy |
+9,099
| New | +$951K | 0.4% | 75 |
|
|
2022
Q1 | – | Sell |
-2,513
| Closed | -$398K | – | 233 |
|
|
2021
Q4 | $398K | Buy |
2,513
+270
| +12% | +$42.8K | 0.1% | 139 |
|
|
2021
Q3 | $367K | Sell |
2,243
-2,847
| -56% | -$466K | 0.1% | 143 |
|
|
2021
Q2 | $792K | Buy |
5,090
+878
| +21% | +$137K | 0.18% | 113 |
|
|
2021
Q1 | $641K | Buy |
4,212
+1,810
| +75% | +$275K | 0.16% | 116 |
|
|
2020
Q4 | $305K | Sell |
2,402
-14
| -0.6% | -$1.78K | 0.08% | 176 |
|
|
2020
Q3 | $233K | Buy |
2,416
+109
| +5% | +$10.5K | 0.07% | 187 |
|
|
2020
Q2 | $217K | Sell |
2,307
-1,889
| -45% | -$178K | 0.08% | 169 |
|
|
2020
Q1 | $378K | Buy |
4,196
+581
| +16% | +$52.3K | 0.17% | 96 |
|
|
2019
Q4 | $504K | Buy |
3,615
+1,076
| +42% | +$150K | 0.19% | 90 |
|
|
2019
Q3 | $299K | Buy |
2,539
+2,039
| +408% | +$240K | 0.13% | 104 |
|
|
2019
Q2 | $56K | Buy |
+500
| New | +$56K | 0.02% | 241 |
|