Octavia 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 | $4.34M | Sell |
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|
2025
Q1 | $5.1M | Sell |
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|
2024
Q4 | $5.59M | Buy |
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|
2024
Q3 | $4.32M | Sell |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $4.91M | Buy |
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|
2023
Q4 | $4.16M | Sell |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $3.48M | Buy |
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|
2023
Q1 | $2.98M | Buy |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $2.88M | Sell |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.73M | Buy |
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|
2020
Q4 | $1.8M | Buy |
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