Atlas Wealth’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 | $7.99M | Sell |
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|
2025
Q1 | $6.79M | Sell |
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|
2024
Q4 | $6.86M | Sell |
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|
2024
Q3 | $6.09M | Sell |
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|
2024
Q2 | $12.1M | Buy |
|
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|
2024
Q1 | $5.87M | Sell |
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|
2023
Q4 | $4.27M | Hold |
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|
2023
Q3 | $4.27M | Sell |
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|
2023
Q2 | $4.57M | Sell |
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|
2023
Q1 | $3.88M | Sell |
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|
2022
Q4 | $4.08M | Buy |
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