Moss Adams Wealth 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 | $3.18M | Buy |
10,973
+935
| +9% | +$271K | 0.29% | 30 |
|
|
2025
Q1 | $2.46M | Buy |
10,038
+1,630
| +19% | +$400K | 0.26% | 34 |
|
|
2024
Q4 | $2.02M | Buy |
8,408
+637
| +8% | +$153K | 0.21% | 37 |
|
|
2024
Q3 | $1.64M | Buy |
7,771
+487
| +7% | +$103K | 0.18% | 40 |
|
|
2024
Q2 | $1.47M | Buy |
7,284
+1,267
| +21% | +$256K | 0.2% | 40 |
|
|
2024
Q1 | $1.21M | Buy |
6,017
+1,427
| +31% | +$286K | 0.19% | 42 |
|
|
2023
Q4 | $781K | Buy |
4,590
+134
| +3% | +$22.8K | 0.16% | 39 |
|
|
2023
Q3 | $646K | Sell |
4,456
-35
| -0.8% | -$5.08K | 0.22% | 36 |
|
|
2023
Q2 | $653K | Buy |
4,491
+215
| +5% | +$31.3K | 0.21% | 39 |
|
|
2023
Q1 | $557K | Buy |
4,276
+358
| +9% | +$46.7K | 0.19% | 40 |
|
|
2022
Q4 | $525K | Buy |
+3,918
| New | +$525K | 0.26% | 53 |
|