SAW
Signal Advisors Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Buy |
30,994
+3,136
| +11% | +$909K | 0.7% | 40 |
|
|
2025
Q1 | $6.83M | Buy |
27,858
+3,237
| +13% | +$794K | 0.67% | 35 |
|
|
2024
Q4 | $5.9M | Buy |
24,621
+2,515
| +11% | +$603K | 0.67% | 41 |
|
|
2024
Q3 | $4.66M | Buy |
22,106
+20,083
| +993% | +$4.23M | 0.67% | 35 |
|
|
2024
Q2 | $409K | Sell |
2,023
-7,191
| -78% | -$1.45M | 0.89% | 34 |
|
|
2024
Q1 | $1.85M | Buy |
9,214
+7,090
| +334% | +$1.42M | 0.46% | 60 |
|
|
2023
Q4 | $361K | Buy |
+2,124
| New | +$361K | 0.13% | 153 |
|