SWA
SOA Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Sell |
43,706
-725
| -2% | -$109K | 1.23% | 19 |
|
|
2025
Q1 | $5.25M | Buy |
44,431
+23,094
| +108% | +$2.73M | 1.1% | 20 |
|
|
2024
Q4 | $5.11M | Buy |
21,337
+255
| +1% | +$61.1K | 0.94% | 24 |
|
|
2024
Q3 | $4.45M | Buy |
21,082
+311
| +1% | +$65.6K | 0.85% | 27 |
|
|
2024
Q2 | $4.2M | Sell |
20,771
-409
| -2% | -$82.7K | 0.85% | 27 |
|
|
2024
Q1 | $4.24M | Sell |
21,180
-235
| -1% | -$47.1K | 0.88% | 26 |
|
|
2023
Q4 | $3.64M | Buy |
21,415
+209
| +1% | +$35.6K | 0.81% | 29 |
|
|
2023
Q3 | $3.08M | Sell |
21,206
-625
| -3% | -$90.6K | 0.76% | 29 |
|
|
2023
Q2 | $3.18M | Buy |
21,831
+7
| +0% | +$1.02K | 0.74% | 30 |
|
|
2023
Q1 | $2.84M | Sell |
21,824
-31
| -0.1% | -$4.04K | 0.7% | 33 |
|
|
2022
Q4 | $2.93M | Sell |
21,855
-18
| -0.1% | -$2.41K | 0.79% | 31 |
|
|
2022
Q3 | $2.29M | Buy |
21,873
+81
| +0.4% | +$8.46K | 0.69% | 36 |
|
|
2022
Q2 | $2.45M | Sell |
21,792
-1,072
| -5% | -$121K | 0.72% | 36 |
|
|
2022
Q1 | $3.12M | Sell |
22,864
-210
| -0.9% | -$28.6K | 0.76% | 37 |
|
|
2021
Q4 | $3.66M | Sell |
23,074
-123
| -0.5% | -$19.5K | 0.89% | 32 |
|
|
2021
Q3 | $3.8M | Buy |
23,197
+39
| +0.2% | +$6.38K | 0.97% | 28 |
|
|
2021
Q2 | $3.6M | Sell |
23,158
-383
| -2% | -$59.6K | 0.93% | 31 |
|
|
2021
Q1 | $3.58M | Sell |
23,541
-698
| -3% | -$106K | 1% | 30 |
|
|
2020
Q4 | $3.39M | Buy |
+24,239
| New | +$3.39M | 0.92% | 31 |
|