Paces Ferry 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
$3.22M Sell
2025
Q1
$2.89M Buy
2024
Q4
$2.75M Sell
2024
Q3
$2.42M Sell
2024
Q2
$2.34M Buy
2024
Q1
$2.31M Sell
2023
Q4
$1.98M Sell
2023
Q3
$1.7M Buy
2023
Q2
$1.7M Sell
2023
Q1
$1.54M Buy
2022
Q4
$1.55M Buy
2022
Q3
$1.2M Buy
2022
Q2
$1.29M Buy
2022
Q1
$1.54M Buy
2021
Q4
$1.76M Sell
2021
Q3
$1.84M Buy
2021
Q2
$1.75M Sell
2021
Q1
$1.81M Buy
2020
Q4
$1.5M Sell
2020
Q3
$1.15M Buy