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	67,471 -82,054	-55%	-$20.9M	0.44%	38
2025 Q1	$36.7M	Sell	149,525 -19,642	-12%	-$5.01M	0.44%	39
2024 Q4	$40.6M	Sell	169,167 -5,508	-3%	-$1.28M	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%	-$1.7M	0.41%	41
2024 Q1	$38.1M	Buy	190,249 +12,468	+7%	+$2.25M	0.43%	34
2023 Q4	$30.2M	Sell	177,781 -1,985	-1%	-$301K	0.38%	45
2023 Q3	$26.1M	Sell	179,766 -9,704	-5%	-$1.45M	0.37%	53
2023 Q2	$27.6M	Sell	189,470 -5,786	-3%	-$796K	0.38%	45
2023 Q1	$25.4M	Buy	195,256 +736	+0.4%	+$101K	0.38%	50
2022 Q4	$26.1M	Buy	194,520 +8,668	+5%	+$1.1M	0.42%	43
2022 Q3	$19.4M	Sell	185,852 -746	-0.4%	-$85.6K	0.34%	62
2022 Q2	$21M	Buy	186,598 +41,765	+29%	+$5.17M	0.42%	55
2022 Q1	$19.7M	Buy	+144,833	New	+$21.4M	0.33%	62