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
2026 Q1	$3.56M	Sell	12,110 -588	-5%	-$178K	0.93%	26
2025 Q4	$4.09M	Sell	12,698 -222	-2%	-$68.7K	1.1%	25
2025 Q3	$4.08M	Sell	12,920 -2,712	-17%	-$807K	1.12%	24
2025 Q2	$4.53M	Sell	15,632 -256	-2%	-$65.3K	1.26%	22
2025 Q1	$3.81M	Buy	15,888 +137	+0.9%	+$34.9K	1.24%	22
2024 Q4	$3.32M	Sell	15,751 -198	-1%	-$46.1K	1.1%	25
2024 Q3	$3.23M	Hold	15,949	–	–	1.22%	21
2024 Q2	$3.23M	Buy	+15,949	New	+$3.12M	1.23%	21
2023 Q1	$1.86M	Buy	14,270 +3,002	+27%	+$411K	1.03%	24
2022 Q4	$1.51M	Buy	11,268 +221	+2%	+$28K	0.8%	35
2022 Q3	$1.15M	Buy	11,047 +2,437	+28%	+$280K	0.7%	37
2022 Q2	$970K	Buy	8,610 +1,558	+22%	+$193K	0.61%	41
2022 Q1	$961K	Buy	7,052 +529	+8%	+$78.1K	0.59%	45
2021 Q4	$1.03M	Sell	6,523 -622	-9%	-$102K	0.65%	39
2021 Q3	$1.17M	Sell	7,145 -1,888	-21%	-$296K	0.84%	25
2021 Q2	$1.41M	Buy	+9,033	New	+$1.42M	1.04%	22
2020 Q4	$1.67M	Buy	+13,132	New	+$1.47M	1%	23