Clarity Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
33,684
+186
| +0.6% | +$53.9K | 2.41% | 12 |
|
|
2025
Q1 | $8.22M | Buy |
33,498
+287
| +0.9% | +$70.4K | 2.28% | 12 |
|
|
2024
Q4 | $7.96M | Buy |
33,211
+578
| +2% | +$139K | 2.17% | 13 |
|
|
2024
Q3 | $6.88M | Buy |
32,633
+928
| +3% | +$196K | 2% | 16 |
|
|
2024
Q2 | $6.41M | Sell |
31,705
-1,385
| -4% | -$280K | 2.07% | 14 |
|
|
2024
Q1 | $6.63M | Buy |
33,090
+342
| +1% | +$68.5K | 2.24% | 13 |
|
|
2023
Q4 | $5.57M | Buy |
32,748
+2,490
| +8% | +$424K | 2.11% | 14 |
|
|
2023
Q3 | $4.39M | Buy |
30,258
+2,371
| +9% | +$344K | 1.99% | 15 |
|
|
2023
Q2 | $4.06M | Buy |
27,887
+1,409
| +5% | +$205K | 1.82% | 15 |
|
|
2023
Q1 | $3.45M | Buy |
26,478
+1,149
| +5% | +$150K | 1.76% | 18 |
|
|
2022
Q4 | $3.4M | Buy |
25,329
+259
| +1% | +$34.7K | 1.96% | 18 |
|
|
2022
Q3 | $2.62M | Buy |
25,070
+2,403
| +11% | +$251K | 1.58% | 20 |
|
|
2022
Q2 | $2.55M | Buy |
22,667
+1,670
| +8% | +$188K | 1.46% | 19 |
|
|
2022
Q1 | $2.86M | Buy |
20,997
+1,944
| +10% | +$265K | 1.36% | 21 |
|
|
2021
Q4 | $3.02M | Buy |
19,053
+1,908
| +11% | +$302K | 1.4% | 21 |
|
|
2021
Q3 | $2.81M | Buy |
17,145
+1,780
| +12% | +$291K | 1.38% | 21 |
|
|
2021
Q2 | $2.39M | Buy |
15,365
+1,370
| +10% | +$213K | 1.24% | 26 |
|
|
2021
Q1 | $2.13M | Sell |
13,995
-698
| -5% | -$106K | 1.21% | 26 |
|
|
2020
Q4 | $1.87M | Buy |
14,693
+863
| +6% | +$110K | 1.13% | 28 |
|
|
2020
Q3 | $1.33M | Buy |
13,830
+304
| +2% | +$29.3K | 0.95% | 29 |
|
|
2020
Q2 | $1.27M | Buy |
13,526
+10,768
| +390% | +$1.01M | 1% | 30 |
|
|
2020
Q1 | $248K | Buy |
2,758
+20
| +0.7% | +$1.8K | 0.26% | 50 |
|
|
2019
Q4 | $381K | Buy |
+2,738
| New | +$381K | 0.32% | 46 |
|