Arista Wealth Management’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
$11.4M Buy
2025
Q1
$288K Hold
2024
Q4
$282K Hold
2024
Q3
$248K Hold
2024
Q2
$238K Buy