USCWA
U.S. Capital Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Sell |
85,321
-4,452
| -5% | -$1.29M | 0.72% | 25 |
|
|
2025
Q1 | $22M | Buy |
89,773
+24,965
| +39% | +$6.12M | 0.67% | 26 |
|
|
2024
Q4 | $15.5M | Sell |
64,808
-10,441
| -14% | -$2.5M | 0.48% | 44 |
|
|
2024
Q3 | $15.9M | Sell |
75,249
-6,032
| -7% | -$1.27M | 0.56% | 36 |
|
|
2024
Q2 | $16.4M | Sell |
81,281
-60,823
| -43% | -$12.3M | 0.62% | 31 |
|
|
2024
Q1 | $28.5M | Sell |
142,104
-39,653
| -22% | -$7.94M | 1.1% | 14 |
|
|
2023
Q4 | $30.9M | Buy |
181,757
+9,220
| +5% | +$1.57M | 1.23% | 10 |
|
|
2023
Q3 | $25M | Sell |
172,537
-6,656
| -4% | -$965K | 1.13% | 12 |
|
|
2023
Q2 | $26.1M | Buy |
179,193
+15,737
| +10% | +$2.29M | 1.24% | 10 |
|
|
2023
Q1 | $21.3M | Buy |
163,456
+1,138
| +0.7% | +$148K | 0.99% | 12 |
|
|
2022
Q4 | $21.8M | Buy |
162,318
+4,491
| +3% | +$602K | 1.01% | 11 |
|
|
2022
Q3 | $16.5M | Buy |
157,827
+9,306
| +6% | +$972K | 0.83% | 21 |
|
|
2022
Q2 | $16.7M | Buy |
148,521
+6,335
| +4% | +$713K | 0.73% | 24 |
|
|
2022
Q1 | $19.4M | Buy |
142,186
+9,439
| +7% | +$1.29M | 0.71% | 22 |
|
|
2021
Q4 | $21M | Sell |
132,747
-11,945
| -8% | -$1.89M | 0.83% | 17 |
|
|
2021
Q3 | $23.4M | Buy |
+144,692
| New | +$23.4M | 1.01% | 14 |
|