WA
Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $379K | Hold |
2,612
| – | – | 0.17% | 42 |
|
|
2023
Q2 | $387K | Hold |
2,612
| – | – | 0.17% | 42 |
|
|
2023
Q1 | $336K | Buy |
2,612
+182
| +7% | +$23.4K | 0.16% | 46 |
|
|
2022
Q4 | $326K | Hold |
2,430
| – | – | 0.17% | 44 |
|
|
2022
Q3 | $254K | Hold |
2,430
| – | – | 0.13% | 50 |
|
|
2022
Q2 | $274K | Hold |
2,430
| – | – | 0.13% | 49 |
|
|
2022
Q1 | $331K | Sell |
2,430
-116
| -5% | -$15.8K | 0.12% | 50 |
|
|
2021
Q4 | $403K | Buy |
2,546
+1
| +0% | +$158 | 0.14% | 47 |
|
|
2021
Q3 | $425K | Buy |
2,545
+34
| +1% | +$5.68K | 0.17% | 45 |
|
|
2021
Q2 | $381K | Sell |
2,511
-64
| -2% | -$9.71K | 0.14% | 46 |
|
|
2021
Q1 | $384K | Buy |
2,575
+1
| +0% | +$149 | 0.15% | 47 |
|
|
2020
Q4 | $327K | Sell |
2,574
-319
| -11% | -$40.5K | 0.14% | 48 |
|
|
2020
Q3 | $294K | Buy |
2,893
+1
| +0% | +$102 | 0.14% | 48 |
|
|
2020
Q2 | $275K | Buy |
2,892
+27
| +0.9% | +$2.57K | 0.15% | 49 |
|
|
2020
Q1 | $250K | Sell |
2,865
-7,000
| -71% | -$611K | 0.17% | 48 |
|
|
2019
Q4 | $1.34M | Buy |
+9,865
| New | +$1.34M | 0.76% | 23 |
|