CM 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
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $640K | Hold |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $505K | Hold |
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|
2022
Q3 | $393M | Buy |
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|
2022
Q2 | $254K | Buy |
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