Atria Wealth Solutions’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 | $19.6M | Sell |
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|
2025
Q1 | $36.7M | Sell |
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|
2024
Q4 | $40.6M | Sell |
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|
2024
Q3 | $36.8M | Sell |
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|
2024
Q2 | $36.7M | Sell |
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|
2024
Q1 | $38.1M | Buy |
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|
2023
Q4 | $30.2M | Sell |
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|
2023
Q3 | $26.1M | Sell |
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|
2023
Q2 | $27.6M | Sell |
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|
2023
Q1 | $25.4M | Buy |
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|
2022
Q4 | $26.1M | Buy |
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|
2022
Q3 | $19.4M | Sell |
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|
2022
Q2 | $21M | Buy |
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|
2022
Q1 | $19.7M | Buy |
|