Guardian Wealth Advisors (North Carolina)’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 | $8.44M | Buy |
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|
2025
Q1 | $6.81M | Buy |
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|
2024
Q4 | $6.41M | Buy |
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|
2024
Q3 | $5.1M | Buy |
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|
2024
Q2 | $4.89M | Buy |
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|
2024
Q1 | $4.83M | Buy |
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|
2023
Q4 | $4.09M | Buy |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $3.42M | Buy |
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|
2023
Q1 | $2.96M | Buy |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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