Arbor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
3,138
-15
| -0.5% | -$4.35K | 0.74% | 22 |
|
|
2025
Q1 | $773K | Sell |
3,153
-8
| -0.3% | -$1.96K | 0.69% | 23 |
|
|
2024
Q4 | $758K | Buy |
3,161
+48
| +2% | +$11.5K | 0.68% | 24 |
|
|
2024
Q3 | $656K | Hold |
3,113
| – | – | 0.59% | 26 |
|
|
2024
Q2 | $630K | Hold |
3,113
| – | – | 0.62% | 27 |
|
|
2024
Q1 | $624K | Hold |
3,113
| – | – | 0.59% | 27 |
|
|
2023
Q4 | $530K | Buy |
+3,113
| New | +$530K | 0.54% | 30 |
|