CPWA
Cerro Pacific Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
15,632
-256
| -2% | -$74.2K | 1.26% | 22 |
|
|
2025
Q1 | $3.81M | Buy |
15,888
+137
| +0.9% | +$32.8K | 1.24% | 22 |
|
|
2024
Q4 | $3.32M | Sell |
15,751
-198
| -1% | -$41.8K | 1.1% | 25 |
|
|
2024
Q3 | $3.23M | Hold |
15,949
| – | – | 1.22% | 21 |
|
|
2024
Q2 | $3.23M | Buy |
+15,949
| New | +$3.23M | 1.23% | 21 |
|
|
2023
Q1 | $1.86M | Buy |
14,270
+3,002
| +27% | +$391K | 1.03% | 24 |
|
|
2022
Q4 | $1.51M | Buy |
11,268
+221
| +2% | +$29.6K | 0.8% | 35 |
|
|
2022
Q3 | $1.15M | Buy |
11,047
+2,437
| +28% | +$255K | 0.7% | 37 |
|
|
2022
Q2 | $970K | Buy |
8,610
+1,558
| +22% | +$176K | 0.61% | 41 |
|
|
2022
Q1 | $961K | Buy |
7,052
+529
| +8% | +$72.1K | 0.59% | 45 |
|
|
2021
Q4 | $1.03M | Sell |
6,523
-622
| -9% | -$98.5K | 0.65% | 39 |
|
|
2021
Q3 | $1.17M | Sell |
7,145
-1,888
| -21% | -$309K | 0.84% | 25 |
|
|
2021
Q2 | $1.41M | Buy |
+9,033
| New | +$1.41M | 1.04% | 22 |
|
|
2020
Q4 | $1.67M | Buy |
+13,132
| New | +$1.67M | 1% | 23 |
|