Delos 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 | $18.6K | Buy |
+64
| New | +$18.6K | 0.01% | 140 |
|
|
2025
Q1 | – | Sell |
-64
| Closed | -$15.3K | – | 121 |
|
|
2024
Q4 | $15.3K | Buy |
64
+34
| +113% | +$8.15K | 0.01% | 101 |
|
|
2024
Q3 | $6.33K | Sell |
30
-135
| -82% | -$28.5K | 0.01% | 122 |
|
|
2024
Q2 | $33.4K | Hold |
165
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $33.1K | Sell |
165
-48
| -23% | -$9.62K | 0.04% | 75 |
|
|
2023
Q4 | $36.2K | Hold |
213
| – | – | 0.05% | 72 |
|
|
2023
Q3 | $31.2K | Hold |
213
| – | – | 0.04% | 81 |
|
|
2023
Q2 | $31K | Hold |
213
| – | – | 0.04% | 80 |
|
|
2023
Q1 | $27.8K | Sell |
213
-292
| -58% | -$38.1K | 0.04% | 81 |
|
|
2022
Q4 | $67.7K | Hold |
505
| – | – | 0.1% | 54 |
|
|
2022
Q3 | $53K | Buy |
505
+99
| +24% | +$10.4K | 0.06% | 58 |
|
|
2022
Q2 | $46K | Hold |
406
| – | – | 0.05% | 61 |
|
|
2022
Q1 | $55K | Hold |
406
| – | – | 0.05% | 72 |
|
|
2021
Q4 | $64K | Buy |
406
+403
| +13,433% | +$63.5K | 0.06% | 66 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 237 |
|