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
2026 Q1	$6.11M	Buy	20,776 +2,106	+11%	+$639K	0.09%	83
2025 Q4	$6.02M	Buy	18,670 +2,507	+16%	+$776K	0.09%	80
2025 Q3	$5.1M	Sell	16,163 -3,177	-16%	-$945K	0.08%	86
2025 Q2	$5.61M	Buy	19,340 +4,941	+34%	+$1.26M	0.09%	82
2025 Q1	$3.53M	Buy	14,399 +2,526	+21%	+$644K	0.07%	96
2024 Q4	$2.85M	Buy	11,873 +80	+0.7%	+$18.6K	0.06%	93
2024 Q3	$2.49M	Buy	+11,793	New	+$2.48M	0.06%	104
2021 Q4	–	Sell	-6,798	Closed	-$1.11M	–	233
2021 Q3	$1.11M	Sell	6,798 -297	-4%	-$46.6K	0.04%	138
2021 Q2	$1.1M	Buy	+7,095	New	+$1.11M	0.05%	143
2015 Q3	–	Sell	-8,245	Closed	-$559K	–	138
2015 Q2	$559K	Buy	+8,245	New	+$538K	0.11%	100
2014 Q3	–	Sell	-13,526	Closed	-$779K	–	76
2014 Q2	$779K	Sell	13,526 -1,475	-10%	-$82.9K	0.15%	64
2014 Q1	$911K	Buy	+15,001	New	+$867K	0.2%	61