Cerro Pacific 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 | $4.53M | Sell |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.23M | Hold |
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|
2024
Q2 | $3.23M | Buy |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $961K | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.41M | Buy |
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|
2020
Q4 | $1.67M | Buy |
|