WAOI
Wealth Advisors of Iowa’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
3,200
+101
| +3% | +$29.3K | 0.35% | 34 |
|
|
2025
Q1 | $760K | Hold |
3,099
| – | – | 0.33% | 37 |
|
|
2024
Q4 | $743K | Buy |
3,099
+231
| +8% | +$55.4K | 0.37% | 30 |
|
|
2024
Q3 | $605K | Sell |
2,868
-29
| -1% | -$6.12K | 0.31% | 33 |
|
|
2024
Q2 | $586K | Sell |
2,897
-39
| -1% | -$7.89K | 0.33% | 20 |
|
|
2024
Q1 | $588K | Buy |
2,936
+92
| +3% | +$18.4K | 0.36% | 28 |
|
|
2023
Q4 | $484K | Buy |
2,844
+153
| +6% | +$26K | 0.32% | 30 |
|
|
2023
Q3 | $390K | Sell |
2,691
-19
| -0.7% | -$2.76K | 0.27% | 34 |
|
|
2023
Q2 | $394K | Sell |
2,710
-177
| -6% | -$25.7K | 0.29% | 34 |
|
|
2023
Q1 | $376K | Sell |
2,887
-198
| -6% | -$25.8K | 0.29% | 32 |
|
|
2022
Q4 | $414K | Buy |
3,085
+2
| +0.1% | +$268 | 0.34% | 34 |
|
|
2022
Q3 | $322K | Sell |
3,083
-5,130
| -62% | -$536K | 0.3% | 33 |
|
|
2022
Q2 | $975K | Buy |
8,213
+6,046
| +279% | +$718K | 0.17% | 45 |
|
|
2022
Q1 | $295K | Buy |
+2,167
| New | +$295K | 0.15% | 46 |
|
|
2021
Q4 | – | Sell |
-2,164
| Closed | -$354K | – | 61 |
|
|
2021
Q3 | $354K | Sell |
2,164
-257
| -11% | -$42K | 0.19% | 37 |
|
|
2021
Q2 | $377K | Buy |
2,421
+101
| +4% | +$15.7K | 0.2% | 34 |
|
|
2021
Q1 | $353K | Buy |
2,320
+1
| +0% | +$152 | 0.2% | 36 |
|
|
2020
Q4 | $295K | Buy |
+2,319
| New | +$295K | 0.18% | 34 |
|
|
2020
Q2 | – | Sell |
-2,026
| Closed | -$182K | – | 30 |
|
|
2020
Q1 | $182K | Buy |
+2,026
| New | +$182K | 0.14% | 24 |
|