TA
TruWealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Buy |
116,534
+4,017
| +4% | +$1.16M | 1.86% | 16 |
|
|
2025
Q1 | $27.6M | Sell |
112,517
-14,391
| -11% | -$3.53M | 1.67% | 17 |
|
|
2024
Q4 | $30.4M | Sell |
126,908
-2,745
| -2% | -$658K | 1.83% | 17 |
|
|
2024
Q3 | $27.3M | Buy |
129,653
+115
| +0.1% | +$24.2K | 1.67% | 20 |
|
|
2024
Q2 | $26.2M | Buy |
129,538
+1,625
| +1% | +$329K | 1.74% | 19 |
|
|
2024
Q1 | $25.6M | Buy |
127,913
+351
| +0.3% | +$70.3K | 1.79% | 20 |
|
|
2023
Q4 | $21.7M | Buy |
127,562
+2,004
| +2% | +$341K | 1.66% | 20 |
|
|
2023
Q3 | $18.2M | Buy |
125,558
+1,921
| +2% | +$279K | 1.57% | 21 |
|
|
2023
Q2 | $18M | Buy |
123,637
+3,407
| +3% | +$496K | 1.54% | 22 |
|
|
2023
Q1 | $15.7M | Buy |
120,230
+3,176
| +3% | +$414K | 1.44% | 24 |
|
|
2022
Q4 | $15.7M | Buy |
117,054
+3,189
| +3% | +$428K | 1.53% | 18 |
|
|
2022
Q3 | $11.9M | Buy |
113,865
+6,994
| +7% | +$731K | 1.26% | 18 |
|
|
2022
Q2 | $12M | Buy |
106,871
+8,332
| +8% | +$938K | 1.29% | 23 |
|
|
2022
Q1 | $13.4M | Buy |
98,539
+2,387
| +2% | +$325K | 1.4% | 20 |
|
|
2021
Q4 | $15.2M | Buy |
96,152
+4,181
| +5% | +$662K | 1.54% | 20 |
|
|
2021
Q3 | $15.1M | Buy |
91,971
+1,905
| +2% | +$312K | 1.68% | 15 |
|
|
2021
Q2 | $14M | Buy |
90,066
+4,212
| +5% | +$655K | 1.64% | 16 |
|
|
2021
Q1 | $13.1M | Buy |
85,854
+13,071
| +18% | +$1.99M | 1.77% | 14 |
|
|
2020
Q4 | $9.25M | Buy |
+72,783
| New | +$9.25M | 1.38% | 19 |
|