VWA
Valued Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
678
-75
| -10% | -$21.8K | 0.1% | 38 |
|
|
2025
Q1 | $185K | Hold |
753
| – | – | 0.11% | 38 |
|
|
2024
Q4 | $180K | Sell |
753
-120
| -14% | -$28.8K | 0.11% | 40 |
|
|
2024
Q3 | $184K | Sell |
873
-7
| -0.8% | -$1.48K | 0.12% | 35 |
|
|
2024
Q2 | $178K | Buy |
880
+117
| +15% | +$23.7K | 0.12% | 36 |
|
|
2024
Q1 | $153K | Buy |
763
+274
| +56% | +$54.9K | 0.11% | 36 |
|
|
2023
Q4 | $71K | Buy |
+489
| New | +$71K | 0.07% | 39 |
|