Miller 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
Q3 | $136K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $96.5K | Hold |
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|
2024
Q2 | $87K | Hold |
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|
2024
Q1 | $86.1K | Sell |
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|
2023
Q4 | $75.7K | Sell |
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|
2023
Q3 | $66.7K | Hold |
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|
2023
Q2 | $66.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $97K | Buy |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $71K | Buy |
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