Canvas 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 | $3.78M | Buy |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.85M | Sell |
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|
2021
Q4 | $4.1M | Buy |
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|
2021
Q3 | $4.22M | Sell |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $3.92M | Buy |
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