Motive 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 | $1.02M | Buy |
3,511
+328
| +10% | +$95.1K | 0.46% | 33 |
|
|
2025
Q1 | $781K | Sell |
3,183
-152
| -5% | -$37.3K | 0.42% | 32 |
|
|
2024
Q4 | $799K | Buy |
3,335
+266
| +9% | +$63.8K | 0.43% | 35 |
|
|
2024
Q3 | $621K | Hold |
3,069
| – | – | 0.37% | 38 |
|
|
2024
Q2 | $621K | Sell |
3,069
-13
| -0.4% | -$2.63K | 0.37% | 38 |
|
|
2024
Q1 | $617K | Buy |
3,082
+1,231
| +67% | +$247K | 0.37% | 36 |
|
|
2023
Q4 | $315K | Sell |
1,851
-639
| -26% | -$109K | 0.36% | 34 |
|
|
2023
Q3 | $361K | Sell |
2,490
-141
| -5% | -$20.4K | 0.4% | 33 |
|
|
2023
Q2 | $383K | Buy |
2,631
+11
| +0.4% | +$1.6K | 0.4% | 31 |
|
|
2023
Q1 | $341K | Sell |
2,620
-183
| -7% | -$23.8K | 0.37% | 35 |
|
|
2022
Q4 | $376K | Sell |
2,803
-465
| -14% | -$62.4K | 0.29% | 38 |
|
|
2022
Q3 | $342K | Buy |
3,268
+1,129
| +53% | +$118K | 0.28% | 41 |
|
|
2022
Q2 | $241K | Sell |
2,139
-2
| -0.1% | -$225 | 0.19% | 69 |
|
|
2022
Q1 | $292K | Buy |
2,141
+266
| +14% | +$36.3K | 0.2% | 69 |
|
|
2021
Q4 | $297K | Buy |
1,875
+95
| +5% | +$15K | 0.18% | 73 |
|
|
2021
Q3 | $291K | Buy |
1,780
+267
| +18% | +$43.7K | 0.2% | 71 |
|
|
2021
Q2 | $235K | Buy |
+1,513
| New | +$235K | 0.17% | 71 |
|