BlueSky 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 | $1.08M | Sell |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $924K | Hold |
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|
2024
Q4 | $903K | Hold |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $877K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $203K | Buy |
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