Guerra Pan Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
18,186
+315
| +2% | +$91.3K | 3.48% | 5 |
|
|
2025
Q1 | $4.38M | Sell |
17,871
-5
| -0% | -$1.23K | 3.44% | 6 |
|
|
2024
Q4 | $4.29M | Buy |
17,876
+30
| +0.2% | +$7.19K | 3.1% | 6 |
|
|
2024
Q3 | $3.76M | Buy |
17,846
+78
| +0.4% | +$16.4K | 3.01% | 7 |
|
|
2024
Q2 | $3.59M | Buy |
17,768
+988
| +6% | +$200K | 3.01% | 9 |
|
|
2024
Q1 | $3.36M | Sell |
16,780
-1,835
| -10% | -$368K | 3.11% | 6 |
|
|
2023
Q4 | $3.17M | Buy |
18,615
+372
| +2% | +$63.3K | 3.02% | 7 |
|
|
2023
Q3 | $2.65M | Sell |
18,243
-115
| -0.6% | -$16.7K | 3.05% | 7 |
|
|
2023
Q2 | $2.67M | Buy |
18,358
+140
| +0.8% | +$20.4K | 2.96% | 7 |
|
|
2023
Q1 | $2.37M | Sell |
18,218
-130
| -0.7% | -$16.9K | 2.98% | 6 |
|
|
2022
Q4 | $2.46M | Sell |
18,348
-75
| -0.4% | -$10.1K | 3.36% | 5 |
|
|
2022
Q3 | $1.95M | Sell |
18,423
-100
| -0.5% | -$10.6K | 2.85% | 7 |
|
|
2022
Q2 | $2.14M | Hold |
18,523
| – | – | 2.65% | 8 |
|
|
2022
Q1 | $2.25M | Hold |
18,523
| – | – | 2.71% | 7 |
|
|
2021
Q4 | $2.93M | Buy |
+18,523
| New | +$2.93M | 2.91% | 5 |
|