Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $167K | Buy |
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|
2021
Q1 | $83K | Buy |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $45K | Buy |
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