Pacific Capital Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$261K	Buy
2025 Q1	–	Sell
2024 Q4	$171K	Sell
2024 Q3	$164K	Sell
2024 Q2	$191K	Buy
2024 Q1	$69.5K	Buy
2023 Q4	$49.8K	Buy