Forvis Mazars 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 | $19.2M | Buy |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $15.1M | Sell |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $13.7M | Sell |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.34M | Sell |
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|
2023
Q2 | $12.2M | Buy |
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|
2023
Q1 | $8.33M | Buy |
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|
2022
Q4 | $8.49M | Buy |
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|
2022
Q3 | $6.47M | Buy |
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|
2022
Q2 | $6.64M | Buy |
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|
2022
Q1 | $6.9M | Buy |
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|
2021
Q4 | $7.3M | Buy |
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|
2021
Q3 | $7.4M | Buy |
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|
2021
Q2 | $6.22M | Sell |
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|
2021
Q1 | $6.45M | Sell |
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|
2020
Q4 | $7.26M | Buy |
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|
2020
Q3 | $5.33M | Sell |
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|
2020
Q2 | $5.23M | Buy |
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|
2020
Q1 | $4.42M | Buy |
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|
2019
Q4 | $6.8M | Buy |
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|
2019
Q3 | $5.59M | Buy |
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|
2019
Q2 | $5.18M | Sell |
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|
2019
Q1 | $5.55M | Buy |
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|
2018
Q4 | $4.4M | Buy |
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|
2018
Q3 | $4.91M | Sell |
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|
2018
Q2 | $4.6M | Buy |
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|
2018
Q1 | $4.59M | Sell |
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|
2017
Q4 | $4.93M | Buy |
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|
2017
Q3 | $4.23M | Sell |
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|
2017
Q2 | $4.08M | Buy |
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|
2017
Q1 | $3.78M | Sell |
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|
2016
Q4 | $3.81M | Buy |
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|
2016
Q3 | $2.89M | Buy |
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|
2016
Q2 | $2.68M | Buy |
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|
2016
Q1 | $2.52M | Buy |
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|
2015
Q4 | $2.45M | Buy |
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|
2015
Q3 | $2.15M | Sell |
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|
2015
Q2 | $2.64M | Sell |
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|
2015
Q1 | $2.39M | Sell |
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|
2014
Q4 | $2.51M | Buy |
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|
2014
Q3 | $2.24M | Buy |
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|
2014
Q2 | $2.08M | Sell |
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|
2014
Q1 | $2.46M | Buy |
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|
2013
Q4 | $2.32M | Sell |
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|
2013
Q3 | $2.07M | Sell |
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|
2013
Q2 | $2.12M | Buy |
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