Navis 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
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $791K | Buy |
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|
2021
Q1 | $772K | Buy |
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|
2020
Q4 | $642K | Buy |
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