Heartwood 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
2026 Q1	$2.15M	Buy	7,304 +6	+0.1%	+$1.82K	0.19%	60
2025 Q4	$2.35M	Buy	7,298 +3	+0%	+$929	0.22%	51
2025 Q3	$2.3M	Sell	7,295 -64	-0.9%	-$19K	0.21%	49
2025 Q2	$2.13M	Buy	7,359 +442	+6%	+$113K	0.22%	46
2025 Q1	$1.7M	Sell	6,917 -18	-0.3%	-$4.59K	0.19%	49
2024 Q4	$1.66M	Buy	6,935 +28	+0.4%	+$6.52K	0.19%	45
2024 Q3	$1.46M	Sell	6,907 -145	-2%	-$30.5K	0.16%	48
2024 Q2	$1.43M	Buy	7,052 +689	+11%	+$135K	0.17%	46
2024 Q1	$1.27M	Sell	6,363 -4,601	-42%	-$830K	0.16%	46
2023 Q4	$1.86M	Buy	10,964 +1,057	+11%	+$160K	0.25%	37
2023 Q3	$1.44M	Sell	9,907 -1,394	-12%	-$209K	0.21%	41
2023 Q2	$1.64M	Buy	11,301 +1,181	+12%	+$162K	0.23%	39
2023 Q1	$1.32M	Buy	10,120 +4,903	+94%	+$672K	0.2%	41
2022 Q4	$700K	Sell	5,217 -110	-2%	-$13.9K	0.11%	62
2022 Q3	$557K	Buy	5,327 +529	+11%	+$60.7K	0.1%	61
2022 Q2	$540K	Buy	4,798 +217	+5%	+$26.9K	0.09%	66
2022 Q1	$624K	Buy	4,581 +27	+0.6%	+$3.98K	0.09%	62
2021 Q4	$721K	Buy	4,554 +672	+17%	+$110K	0.11%	49
2021 Q3	$635K	Buy	3,882 +90	+2%	+$14.1K	0.1%	53
2021 Q2	$590K	Hold	3,792	–	–	0.09%	58
2021 Q1	$577K	Buy	3,792 +965	+34%	+$139K	0.09%	53
2020 Q4	$359K	Hold	2,827	–	–	0.06%	64
2020 Q3	$272K	Hold	2,827	–	–	0.05%	67
2020 Q2	$266K	Hold	2,827	–	–	0.05%	64
2020 Q1	$255K	Sell	2,827 -205	-7%	-$24.9K	0.06%	57
2019 Q4	$423K	Buy	+3,032	New	+$389K	0.08%	55