Atlas Capital 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
2026 Q1	$3.65M	Buy	12,400 +199	+2%	+$60.4K	0.42%	59
2025 Q4	$3.93M	Buy	+12,201	New	+$3.78M	0.44%	54
2025 Q2	$1.98M	Sell	6,818 -36	-0.5%	-$9.19K	0.24%	84
2025 Q1	$1.68M	Sell	6,854 -800	-10%	-$204K	0.21%	93
2024 Q4	$1.83M	Buy	7,654 +299	+4%	+$69.6K	0.23%	83
2024 Q3	$1.55M	Buy	7,355 +8	+0.1%	+$1.69K	0.24%	83
2024 Q2	$1.49M	Hold	7,347	–	–	0.19%	95
2024 Q1	$1.47M	Buy	7,347 +245	+3%	+$44.2K	0.23%	80
2023 Q4	$1.21M	Hold	7,102	–	–	0.17%	98
2023 Q3	$1.03M	Hold	7,102	–	–	0.17%	102
2023 Q2	$1.03M	Buy	7,102 +860	+14%	+$118K	0.16%	107
2023 Q1	$813K	Buy	6,242 +185	+3%	+$25.3K	0.13%	121
2022 Q4	$812K	Hold	6,057	–	–	0.14%	126
2022 Q3	$633K	Sell	6,057 -825	-12%	-$94.7K	0.12%	147
2022 Q2	$775K	Sell	6,882 -235	-3%	-$29.1K	0.13%	132
2022 Q1	$970K	Sell	7,117 -200	-3%	-$29.5K	0.15%	123
2021 Q4	$1.16M	Hold	7,317	–	–	0.17%	102
2021 Q3	$1.2M	Hold	7,317	–	–	0.19%	100
2021 Q2	$1.14M	Buy	7,317 +113	+2%	+$17.7K	0.19%	106
2021 Q1	$1.1M	Buy	7,204 +488	+7%	+$70.2K	0.21%	101
2020 Q4	$853K	Buy	+6,716	New	+$751K	0.18%	114
2020 Q3	–	Sell	-2,040	Closed	-$192K	–	451
2020 Q2	$192K	Sell	2,040 -4,094	-67%	-$388K	0.05%	318
2020 Q1	$552K	Buy	6,134 +1,119	+22%	+$136K	0.16%	142
2019 Q4	$699K	Sell	5,015 -51	-1%	-$6.54K	0.17%	151
2019 Q3	$596K	Sell	5,066 -444	-8%	-$50.2K	0.18%	161
2019 Q2	$616K	Buy	5,510 +403	+8%	+$44.4K	0.2%	140
2019 Q1	$517K	Sell	5,107 -1,242	-20%	-$128K	0.19%	147
2018 Q4	$620K	Sell	6,349 -944	-13%	-$101K	0.25%	109
2018 Q3	$839K	Hold	7,293	–	–	0.28%	96
2018 Q2	$806K	Sell	7,293 -873	-11%	-$95.8K	0.29%	101
2018 Q1	$898K	Buy	+8,166	New	+$925K	0.28%	109