SWA
Strata Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
1,561
+223
| +17% | +$64.7K | 0.12% | 51 |
|
|
2025
Q1 | $328K | Buy |
1,338
+10
| +0.8% | +$2.45K | 0.1% | 59 |
|
|
2024
Q4 | $318K | Buy |
1,328
+48
| +4% | +$11.5K | 0.1% | 62 |
|
|
2024
Q3 | $270K | Buy |
1,280
+77
| +6% | +$16.2K | 0.09% | 64 |
|
|
2024
Q2 | $243K | Buy |
1,203
+120
| +11% | +$24.3K | 0.08% | 67 |
|
|
2024
Q1 | $217K | Sell |
1,083
-96
| -8% | -$19.2K | 0.08% | 71 |
|
|
2023
Q4 | $200K | Buy |
+1,179
| New | +$200K | 0.08% | 67 |
|
|
2023
Q1 | $215K | Sell |
1,648
-65
| -4% | -$8.47K | 0.11% | 51 |
|
|
2022
Q4 | $230K | Buy |
+1,713
| New | +$230K | 0.13% | 45 |
|