WAG
Windsor Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
5,938
-1,362
| -19% | -$395K | 2.44% | 7 |
|
|
2025
Q1 | $1.79M | Sell |
7,300
-32
| -0.4% | -$7.85K | 2.31% | 7 |
|
|
2024
Q4 | $1.76M | Sell |
7,332
-895
| -11% | -$215K | 2.04% | 7 |
|
|
2024
Q3 | $1.73M | Buy |
+8,227
| New | +$1.73M | 1.96% | 10 |
|
|
2023
Q1 | – | Sell |
-2,702
| Closed | -$362K | – | 74 |
|
|
2022
Q4 | $362K | Buy |
+2,702
| New | +$362K | 0.96% | 27 |
|