Core Wealth Advisors (Florida)’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 | $746K | Buy |
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|
2025
Q2 | $507K | Sell |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $119K | Sell |
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|
2022
Q4 | $130K | Hold |
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|
2022
Q3 | $101K | Buy |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $157K | Sell |
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|
2021
Q3 | $180K | Sell |
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|
2021
Q2 | $184K | Sell |
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|
2021
Q1 | $809K | Buy |
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|
2020
Q4 | $661K | Sell |
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|
2020
Q3 | $545K | Buy |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $173K | Buy |
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