Alta Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $809K | Buy |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $979K | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $965K | Buy |
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