Blue Zone Wealth Advisors’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 | $279K | Buy |
+963
| New | +$279K | 0.07% | 91 |
|
|
2023
Q1 | – | Sell |
-1,981
| Closed | -$266K | – | 86 |
|
|
2022
Q4 | $266K | Sell |
1,981
-29,087
| -94% | -$3.9M | 0.14% | 72 |
|
|
2022
Q3 | $3.25M | Sell |
31,068
-66
| -0.2% | -$6.9K | 1.68% | 17 |
|
|
2022
Q2 | $3.51M | Hold |
31,134
| – | – | 1.59% | 18 |
|
|
2022
Q1 | $4.24M | Sell |
31,134
-2,543
| -8% | -$347K | 1.58% | 22 |
|
|
2021
Q4 | $5.33M | Buy |
33,677
+315
| +0.9% | +$49.9K | 1.76% | 13 |
|
|
2021
Q3 | $5.46M | Sell |
33,362
-237
| -0.7% | -$38.8K | 1.89% | 11 |
|
|
2021
Q2 | $5.23M | Sell |
33,599
-14
| -0% | -$2.18K | 1.96% | 13 |
|
|
2021
Q1 | $5.12M | Sell |
33,613
-578
| -2% | -$88K | 2.18% | 9 |
|
|
2020
Q4 | $4.35M | Buy |
34,191
+470
| +1% | +$59.7K | 2.1% | 10 |
|
|
2020
Q3 | $3.25M | Sell |
33,721
-6,112
| -15% | -$588K | 1.83% | 16 |
|
|
2020
Q2 | $3.75M | Buy |
39,833
+35,760
| +878% | +$3.36M | 2.09% | 13 |
|
|
2020
Q1 | $367K | Buy |
4,073
+207
| +5% | +$18.7K | 0.34% | 36 |
|
|
2019
Q4 | $539K | Buy |
+3,866
| New | +$539K | 0.35% | 30 |
|