Blue Zone 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
Q3 | $461K | Buy |
|
|||||
|
2025
Q2 | $279K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $266K | Sell |
|
|||||
|
2022
Q3 | $3.25M | Sell |
|
|||||
|
2022
Q2 | $3.51M | Hold |
|
|||||
|
2022
Q1 | $4.24M | Sell |
|
|||||
|
2021
Q4 | $5.33M | Buy |
|
|||||
|
2021
Q3 | $5.46M | Sell |
|
|||||
|
2021
Q2 | $5.23M | Sell |
|
|||||
|
2021
Q1 | $5.12M | Sell |
|
|||||
|
2020
Q4 | $4.34M | Buy |
|
|||||
|
2020
Q3 | $3.25M | Sell |
|
|||||
|
2020
Q2 | $3.75M | Buy |
|
|||||
|
2020
Q1 | $367K | Buy |
|
|||||
|
2019
Q4 | $539K | Buy |
|