Moss Adams 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 | $3.51M | Buy |
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|
2025
Q2 | $3.18M | Buy |
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|
2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $781K | Buy |
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|
2023
Q3 | $646K | Sell |
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|
2023
Q2 | $653K | Buy |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $525K | Buy |
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