CLA (CliftonLarsonAllen) 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
Q3 | $5.1M | Sell |
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|
2025
Q2 | $5.61M | Buy |
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|
2025
Q1 | $3.53M | Buy |
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|
2024
Q4 | $2.85M | Buy |
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|
2024
Q3 | $2.49M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.1M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $559K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $779K | Sell |
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|
2014
Q1 | $911K | Buy |
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