Guerra Pan 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 | $5.27M | Buy |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $3.76M | Buy |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $3.36M | Sell |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $2.67M | Buy |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.46M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.14M | Hold |
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|
2022
Q1 | $2.25M | Hold |
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|
2021
Q4 | $2.93M | Buy |
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