TBWA
Three Bridge Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
2,984
+944
| +46% | +$274K | 0.23% | 49 |
|
|
2025
Q1 | $500K | Hold |
2,040
| – | – | 0.17% | 59 |
|
|
2024
Q4 | $489K | Buy |
2,040
+500
| +32% | +$120K | 0.17% | 60 |
|
|
2024
Q3 | $325K | Hold |
1,540
| – | – | 0.12% | 67 |
|
|
2024
Q2 | $311K | Sell |
1,540
-500
| -25% | -$101K | 0.12% | 67 |
|
|
2024
Q1 | $409K | Hold |
2,040
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $347K | Hold |
2,040
| – | – | 0.12% | 70 |
|
|
2023
Q3 | $296K | Hold |
2,040
| – | – | 0.12% | 71 |
|
|
2023
Q2 | $297K | Hold |
2,040
| – | – | 0.13% | 74 |
|
|
2023
Q1 | $266K | Buy |
+2,040
| New | +$266K | 0.12% | 75 |
|