Atlas Capital 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 | $1.98M | Sell |
6,818
-36
| -0.5% | -$10.4K | 0.24% | 84 |
|
|
2025
Q1 | $1.68M | Sell |
6,854
-800
| -10% | -$196K | 0.21% | 93 |
|
|
2024
Q4 | $1.83M | Buy |
7,654
+299
| +4% | +$71.7K | 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% | +$49.1K | 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% | +$125K | 0.16% | 107 |
|
|
2023
Q1 | $813K | Buy |
6,242
+185
| +3% | +$24.1K | 0.13% | 121 |
|
|
2022
Q4 | $812K | Hold |
6,057
| – | – | 0.14% | 126 |
|
|
2022
Q3 | $633K | Sell |
6,057
-825
| -12% | -$86.2K | 0.12% | 147 |
|
|
2022
Q2 | $775K | Sell |
6,882
-235
| -3% | -$26.5K | 0.13% | 132 |
|
|
2022
Q1 | $970K | Sell |
7,117
-200
| -3% | -$27.3K | 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% | +$17.6K | 0.19% | 106 |
|
|
2021
Q1 | $1.1M | Buy |
7,204
+488
| +7% | +$74.3K | 0.21% | 101 |
|
|
2020
Q4 | $853K | Buy |
+6,716
| New | +$853K | 0.18% | 114 |
|
|
2020
Q3 | – | Sell |
-2,040
| Closed | -$192K | – | 451 |
|
|
2020
Q2 | $192K | Sell |
2,040
-4,094
| -67% | -$385K | 0.05% | 318 |
|
|
2020
Q1 | $552K | Buy |
6,134
+1,119
| +22% | +$101K | 0.16% | 142 |
|
|
2019
Q4 | $699K | Sell |
5,015
-51
| -1% | -$7.11K | 0.17% | 151 |
|
|
2019
Q3 | $596K | Sell |
5,066
-444
| -8% | -$52.3K | 0.18% | 161 |
|
|
2019
Q2 | $616K | Buy |
5,510
+403
| +8% | +$45.1K | 0.2% | 140 |
|
|
2019
Q1 | $517K | Sell |
5,107
-1,242
| -20% | -$126K | 0.19% | 147 |
|
|
2018
Q4 | $620K | Sell |
6,349
-944
| -13% | -$92.2K | 0.25% | 109 |
|
|
2018
Q3 | $839K | Hold |
7,293
| – | – | 0.28% | 96 |
|
|
2018
Q2 | $806K | Sell |
7,293
-873
| -11% | -$96.5K | 0.29% | 101 |
|
|
2018
Q1 | $898K | Buy |
+8,166
| New | +$898K | 0.28% | 109 |
|