Delos 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 | $102K | Buy |
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|
2025
Q2 | $18.6K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $15.3K | Buy |
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|
2024
Q3 | $6.33K | Sell |
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|
2024
Q2 | $33.4K | Hold |
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|
2024
Q1 | $33K | Sell |
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|
2023
Q4 | $36.2K | Hold |
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|
2023
Q3 | $31.2K | Hold |
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|
2023
Q2 | $31K | Hold |
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|
2023
Q1 | $27.8K | Sell |
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|
2022
Q4 | $67.7K | Hold |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q3 | $0 | Buy |
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