CA
Claris Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
1,129
-1,311
| -54% | -$380K | 0.11% | 56 |
|
|
2025
Q1 | $599K | Hold |
2,440
| – | – | 0.22% | 40 |
|
|
2024
Q4 | $585K | Buy |
2,440
+1,400
| +135% | +$336K | 0.22% | 38 |
|
|
2024
Q3 | $219K | Buy |
+1,040
| New | +$219K | 0.1% | 58 |
|
|
2023
Q1 | – | Sell |
-2,254
| Closed | -$302K | – | 47 |
|
|
2022
Q4 | $302K | Sell |
2,254
-58
| -3% | -$7.78K | 0.29% | 37 |
|
|
2022
Q3 | $242K | Sell |
2,312
-214
| -8% | -$22.4K | 0.28% | 33 |
|
|
2022
Q2 | $285K | Buy |
2,526
+73
| +3% | +$8.24K | 0.31% | 31 |
|
|
2022
Q1 | $334K | Buy |
2,453
+142
| +6% | +$19.3K | 0.36% | 31 |
|
|
2021
Q4 | $366K | Buy |
+2,311
| New | +$366K | 0.39% | 27 |
|