WWA
WCG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Sell |
31,601
-269
| -0.8% | -$78K | 0.59% | 45 |
|
|
2025
Q1 | $7.82M | Sell |
31,870
-2,160
| -6% | -$530K | 0.59% | 50 |
|
|
2024
Q4 | $8.16M | Buy |
34,030
+267
| +0.8% | +$64K | 0.54% | 55 |
|
|
2024
Q3 | $7.12M | Buy |
33,763
+218
| +0.6% | +$46K | 0.48% | 68 |
|
|
2024
Q2 | $6.79M | Buy |
33,545
+517
| +2% | +$105K | 0.5% | 62 |
|
|
2024
Q1 | $6.62M | Sell |
33,028
-8,885
| -21% | -$1.78M | 0.55% | 55 |
|
|
2023
Q4 | $7.13M | Sell |
41,913
-3,753
| -8% | -$638K | 0.52% | 52 |
|
|
2023
Q3 | $6.77M | Buy |
45,666
+22,523
| +97% | +$3.34M | 0.5% | 57 |
|
|
2023
Q2 | $3.35M | Sell |
23,143
-95
| -0.4% | -$13.7K | 0.39% | 59 |
|
|
2023
Q1 | $3.03M | Buy |
23,238
+1,622
| +8% | +$211K | 0.39% | 59 |
|
|
2022
Q4 | $2.9M | Buy |
21,616
+4,267
| +25% | +$572K | 0.4% | 56 |
|
|
2022
Q3 | $2.17M | Sell |
17,349
-2,002
| -10% | -$251K | 0.29% | 71 |
|
|
2022
Q2 | $2.18M | Buy |
+19,351
| New | +$2.18M | 0.3% | 69 |
|