Navis 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 | $1.34M | Sell |
4,606
-46
| -1% | -$13.3K | 1.12% | 17 |
|
|
2025
Q1 | $1.14M | Buy |
4,652
+2,256
| +94% | +$553K | 1.12% | 16 |
|
|
2024
Q4 | $574K | Sell |
2,396
-98
| -4% | -$23.5K | 0.63% | 39 |
|
|
2024
Q3 | $526K | Buy |
2,494
+2
| +0.1% | +$422 | 0.57% | 43 |
|
|
2024
Q2 | $504K | Buy |
2,492
+149
| +6% | +$30.1K | 0.58% | 42 |
|
|
2024
Q1 | $469K | Sell |
2,343
-6
| -0.3% | -$1.2K | 0.56% | 41 |
|
|
2023
Q4 | $400K | Buy |
2,349
+22
| +0.9% | +$3.74K | 0.52% | 44 |
|
|
2023
Q3 | $337K | Buy |
2,327
+2
| +0.1% | +$290 | 0.49% | 51 |
|
|
2023
Q2 | $338K | Buy |
2,325
+19
| +0.8% | +$2.76K | 0.31% | 51 |
|
|
2023
Q1 | $300K | Buy |
2,306
+3
| +0.1% | +$391 | 0.33% | 57 |
|
|
2022
Q4 | $309K | Buy |
+2,303
| New | +$309K | 0.44% | 51 |
|
|
2022
Q3 | – | Sell |
-3,944
| Closed | -$444K | – | 88 |
|
|
2022
Q2 | $444K | Buy |
3,944
+19
| +0.5% | +$2.14K | 0.48% | 49 |
|
|
2022
Q1 | $535K | Buy |
3,925
+815
| +26% | +$111K | 0.47% | 52 |
|
|
2021
Q4 | $492K | Buy |
3,110
+14
| +0.5% | +$2.22K | 0.41% | 52 |
|
|
2021
Q3 | $507K | Sell |
3,096
-1,987
| -39% | -$325K | 0.35% | 49 |
|
|
2021
Q2 | $791K | Buy |
5,083
+13
| +0.3% | +$2.02K | 0.66% | 35 |
|
|
2021
Q1 | $772K | Buy |
5,070
+15
| +0.3% | +$2.28K | 0.6% | 32 |
|
|
2020
Q4 | $642K | Buy |
+5,055
| New | +$642K | 0.58% | 39 |
|