Bordeaux 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
Q2 | $2.51M | Sell |
|
|||||
|
2025
Q1 | $2.16M | Sell |
|
|||||
|
2024
Q4 | $2.24M | Buy |
|
|||||
|
2024
Q3 | $1.92M | Buy |
|
|||||
|
2024
Q2 | $1.56M | Buy |
|
|||||
|
2024
Q1 | $1.48M | Sell |
|
|||||
|
2023
Q4 | $1.3M | Buy |
|
|||||
|
2023
Q3 | $955K | Sell |
|
|||||
|
2023
Q2 | $963K | Buy |
|
|||||
|
2023
Q1 | $845K | Buy |
|
|||||
|
2022
Q4 | $843K | Buy |
|
|||||
|
2022
Q3 | $648K | Buy |
|
|||||
|
2022
Q2 | $693K | Sell |
|
|||||
|
2022
Q1 | $876K | Buy |
|
|||||
|
2021
Q4 | $891K | Buy |
|
|||||
|
2021
Q3 | $675K | Buy |
|
|||||
|
2021
Q2 | $571K | Buy |
|
|||||
|
2021
Q1 | $490K | Sell |
|
|||||
|
2020
Q4 | $411K | Buy |
|