Encompass 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 | $588K | Buy |
|
|||||
|
2025
Q1 | $494K | Buy |
|
|||||
|
2024
Q4 | $482K | Sell |
|
|||||
|
2024
Q3 | $425K | Buy |
|
|||||
|
2024
Q2 | $407K | Buy |
|
|||||
|
2024
Q1 | $403K | Sell |
|
|||||
|
2023
Q4 | $347K | Buy |
|
|||||
|
2023
Q3 | $288K | Sell |
|
|||||
|
2023
Q2 | $318K | Buy |
|
|||||
|
2023
Q1 | $284K | Sell |
|
|||||
|
2022
Q4 | $322K | Buy |
|
|||||
|
2022
Q3 | $250K | Buy |
|
|||||
|
2022
Q2 | $250K | Sell |
|
|||||
|
2022
Q1 | $351K | Buy |
|
|||||
|
2021
Q4 | $393K | Buy |
|
|||||
|
2021
Q3 | $406K | Buy |
|
|||||
|
2021
Q2 | $385K | Hold |
|
|||||
|
2021
Q1 | $385K | Sell |
|
|||||
|
2020
Q4 | $336K | Buy |
|