Amplius 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
Q3 | $2.07M | Sell |
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|
2025
Q2 | $2.8M | Sell |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $713K | Buy |
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|
2022
Q1 | $847K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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