Atria Wealth Solutions’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 | $19.6M | Sell |
67,471
-82,054
| -55% | -$23.9M | 0.44% | 38 |
|
|
2025
Q1 | $36.7M | Sell |
149,525
-19,642
| -12% | -$4.82M | 0.44% | 39 |
|
|
2024
Q4 | $40.6M | Sell |
169,167
-5,508
| -3% | -$1.32M | 0.44% | 38 |
|
|
2024
Q3 | $36.8M | Sell |
174,675
-6,898
| -4% | -$1.45M | 0.4% | 45 |
|
|
2024
Q2 | $36.7M | Sell |
181,573
-8,676
| -5% | -$1.75M | 0.41% | 41 |
|
|
2024
Q1 | $38.1M | Buy |
190,249
+12,468
| +7% | +$2.5M | 0.43% | 34 |
|
|
2023
Q4 | $30.2M | Sell |
177,781
-1,985
| -1% | -$338K | 0.38% | 45 |
|
|
2023
Q3 | $26.1M | Sell |
179,766
-9,704
| -5% | -$1.41M | 0.37% | 53 |
|
|
2023
Q2 | $27.6M | Sell |
189,470
-5,786
| -3% | -$842K | 0.38% | 45 |
|
|
2023
Q1 | $25.4M | Buy |
195,256
+736
| +0.4% | +$95.9K | 0.38% | 50 |
|
|
2022
Q4 | $26.1M | Buy |
194,520
+8,668
| +5% | +$1.16M | 0.42% | 43 |
|
|
2022
Q3 | $19.4M | Sell |
185,852
-746
| -0.4% | -$78K | 0.34% | 62 |
|
|
2022
Q2 | $21M | Buy |
186,598
+41,765
| +29% | +$4.7M | 0.39% | 50 |
|
|
2022
Q1 | $19.7M | Buy |
+144,833
| New | +$19.7M | 0.33% | 62 |
|