SWA
Sax Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
20,729
+1,434
| +7% | +$416K | 0.36% | 46 |
|
|
2025
Q1 | $4.73M | Buy |
19,295
+3,046
| +19% | +$747K | 0.34% | 49 |
|
|
2024
Q4 | $3.89M | Buy |
16,249
+2,788
| +21% | +$668K | 0.3% | 48 |
|
|
2024
Q3 | $2.84M | Buy |
13,461
+2,369
| +21% | +$500K | 0.25% | 51 |
|
|
2024
Q2 | $2.24M | Buy |
11,092
+4,974
| +81% | +$1.01M | 0.21% | 58 |
|
|
2024
Q1 | $1.23M | Buy |
6,118
+1,732
| +39% | +$347K | 0.14% | 63 |
|
|
2023
Q4 | $746K | Sell |
4,386
-182
| -4% | -$31K | 0.12% | 87 |
|
|
2023
Q3 | $662K | Buy |
4,568
+298
| +7% | +$43.2K | 0.13% | 92 |
|
|
2023
Q2 | $621K | Hold |
4,270
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $556K | Sell |
4,270
-130
| -3% | -$16.9K | 0.12% | 100 |
|
|
2022
Q4 | $590K | Sell |
4,400
-19
| -0.4% | -$2.55K | 0.14% | 88 |
|
|
2022
Q3 | $462K | Sell |
4,419
-22
| -0.5% | -$2.3K | 0.12% | 103 |
|
|
2022
Q2 | $500K | Sell |
4,441
-44
| -1% | -$4.95K | 0.13% | 103 |
|
|
2022
Q1 | $611K | Sell |
4,485
-598
| -12% | -$81.5K | 0.15% | 92 |
|
|
2021
Q4 | $805K | Buy |
5,083
+144
| +3% | +$22.8K | 0.17% | 76 |
|
|
2021
Q3 | $808K | Sell |
4,939
-36
| -0.7% | -$5.89K | 0.19% | 72 |
|
|
2021
Q2 | $774K | Buy |
4,975
+60
| +1% | +$9.34K | 0.27% | 66 |
|
|
2021
Q1 | $748K | Buy |
4,915
+106
| +2% | +$16.1K | 0.27% | 66 |
|
|
2020
Q4 | $611K | Buy |
+4,809
| New | +$611K | 0.28% | 66 |
|