USWIA
UP Strategic Wealth Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
5,634
+726
| +15% | +$210K | 1.27% | 13 |
|
|
2025
Q1 | $1.2M | Sell |
4,908
-95
| -2% | -$23.3K | 1.07% | 16 |
|
|
2024
Q4 | $1.2M | Buy |
5,003
+859
| +21% | +$206K | 1.2% | 13 |
|
|
2024
Q3 | $874K | Buy |
4,144
+599
| +17% | +$126K | 0.98% | 21 |
|
|
2024
Q2 | $717K | Buy |
3,545
+175
| +5% | +$35.4K | 1.09% | 21 |
|
|
2024
Q1 | $675K | Hold |
3,370
| – | – | 1.1% | 21 |
|
|
2023
Q4 | $573K | Buy |
+3,370
| New | +$573K | 1.05% | 21 |
|