Arkadios 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 | $37.1M | Buy |
127,986
+11,918
| +10% | +$3.46M | 1.09% | 10 |
|
|
2025
Q1 | $28.5M | Buy |
116,068
+30,459
| +36% | +$7.47M | 1.08% | 10 |
|
|
2024
Q4 | $20.5M | Buy |
85,609
+4,928
| +6% | +$1.18M | 1.12% | 11 |
|
|
2024
Q3 | $17M | Buy |
80,681
+16,697
| +26% | +$3.52M | 0.96% | 16 |
|
|
2024
Q2 | $12.9M | Buy |
63,984
+11,308
| +21% | +$2.29M | 0.87% | 19 |
|
|
2024
Q1 | $10.6M | Buy |
52,676
+384
| +0.7% | +$76.9K | 0.82% | 23 |
|
|
2023
Q4 | $8.89M | Buy |
52,292
+2,456
| +5% | +$418K | 0.75% | 22 |
|
|
2023
Q3 | $7.23M | Buy |
49,836
+5,538
| +13% | +$803K | 0.69% | 26 |
|
|
2023
Q2 | $6.44M | Buy |
44,298
+1,008
| +2% | +$147K | 0.75% | 30 |
|
|
2023
Q1 | $5.64M | Buy |
43,290
+524
| +1% | +$68.3K | 0.67% | 30 |
|
|
2022
Q4 | $5.73M | Buy |
42,766
+3,968
| +10% | +$532K | 0.76% | 29 |
|
|
2022
Q3 | $4.05M | Buy |
38,798
+9,732
| +33% | +$1.02M | 0.61% | 34 |
|
|
2022
Q2 | $3.27M | Buy |
29,066
+2,094
| +8% | +$236K | 0.49% | 49 |
|
|
2022
Q1 | $3.68M | Buy |
26,972
+1,794
| +7% | +$245K | 0.48% | 45 |
|
|
2021
Q4 | $3.99M | Buy |
25,178
+2,044
| +9% | +$324K | 0.53% | 39 |
|
|
2021
Q3 | $3.79M | Sell |
23,134
-5,838
| -20% | -$955K | 0.55% | 37 |
|
|
2021
Q2 | $4.51M | Buy |
28,972
+6,043
| +26% | +$940K | 0.55% | 34 |
|
|
2021
Q1 | $3.49M | Buy |
22,929
+5,322
| +30% | +$810K | 0.57% | 39 |
|
|
2020
Q4 | $2.24M | Buy |
17,607
+6,774
| +63% | +$861K | 0.47% | 54 |
|
|
2020
Q3 | $1.1M | Buy |
10,833
+3,052
| +39% | +$310K | 0.55% | 42 |
|
|
2020
Q2 | $764K | Buy |
7,781
+1,452
| +23% | +$143K | 0.42% | 51 |
|
|
2020
Q1 | $570K | Buy |
6,329
+808
| +15% | +$72.7K | 0.36% | 67 |
|
|
2019
Q4 | $761K | Buy |
+5,521
| New | +$761K | 0.46% | 49 |
|