Clarity 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 | $10.6M | Sell |
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|
2025
Q2 | $9.77M | Buy |
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|
2025
Q1 | $8.22M | Buy |
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|
2024
Q4 | $7.96M | Buy |
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|
2024
Q3 | $6.88M | Buy |
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|
2024
Q2 | $6.41M | Sell |
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|
2024
Q1 | $6.63M | Buy |
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|
2023
Q4 | $5.57M | Buy |
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|
2023
Q3 | $4.39M | Buy |
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|
2023
Q2 | $4.06M | Buy |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $3.4M | Buy |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.39M | Buy |
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|
2021
Q1 | $2.13M | Sell |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $381K | Buy |
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