WAG
Wiser Advisor Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
6,192
-1,192
| -16% | -$346K | 3.12% | 12 |
|
|
2025
Q1 | $1.81M | Buy |
7,384
+262
| +4% | +$64.3K | 2.67% | 13 |
|
|
2024
Q4 | $1.71M | Buy |
7,122
+289
| +4% | +$69.3K | 2.48% | 14 |
|
|
2024
Q3 | $1.44M | Sell |
6,833
-96
| -1% | -$20.2K | 2.15% | 15 |
|
|
2024
Q2 | $1.4M | Buy |
6,929
+115
| +2% | +$23.3K | 2.2% | 15 |
|
|
2024
Q1 | $1.37M | Sell |
6,814
-238
| -3% | -$47.8K | 2.15% | 17 |
|
|
2023
Q4 | $1.2M | Buy |
+7,052
| New | +$1.2M | 1.99% | 17 |
|