Motive 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 | $1.07M | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $781K | Sell |
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|
2024
Q4 | $799K | Buy |
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|
2024
Q3 | $621K | Hold |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $235K | Buy |
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