RWA
Rooted Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
2,941
+535
| +22% | +$153K | 0.29% | 48 |
|
|
2025
Q1 | $506K | Buy |
2,406
+31
| +1% | +$6.52K | 0.22% | 56 |
|
|
2024
Q4 | $577K | Buy |
2,375
+216
| +10% | +$52.5K | 0.23% | 53 |
|
|
2024
Q3 | $455K | Buy |
2,159
+1,187
| +122% | +$250K | 0.2% | 57 |
|
|
2024
Q2 | $204K | Sell |
972
-208
| -18% | -$43.7K | 0.09% | 85 |
|
|
2024
Q1 | $235K | Buy |
+1,180
| New | +$235K | 0.12% | 74 |
|
|
2023
Q4 | – | Sell |
-2,048
| Closed | -$313K | – | 79 |
|
|
2023
Q3 | $313K | Sell |
2,048
-130
| -6% | -$19.9K | 0.19% | 58 |
|
|
2023
Q2 | $315K | Buy |
2,178
+464
| +27% | +$67.1K | 0.21% | 56 |
|
|
2023
Q1 | $238K | Buy |
+1,714
| New | +$238K | 0.18% | 73 |
|