Capital Advisors Wealth Management’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 | $3.63M | Sell |
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|
2025
Q2 | $3.42M | Sell |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $998K | Buy |
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|
2023
Q4 | $806K | Buy |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $358K | Buy |
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