Pacific Capital 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
Q1 | – | Sell |
-713
| Closed | -$171K | – | 230 |
|
|
2024
Q4 | $171K | Sell |
713
-64
| -8% | -$15.3K | 0.03% | 87 |
|
|
2024
Q3 | $164K | Sell |
777
-169
| -18% | -$35.6K | 0.03% | 86 |
|
|
2024
Q2 | $191K | Buy |
946
+599
| +173% | +$121K | 0.03% | 73 |
|
|
2024
Q1 | $69.5K | Buy |
347
+54
| +18% | +$10.8K | 0.02% | 113 |
|
|
2023
Q4 | $49.8K | Buy |
+293
| New | +$49.8K | 0.01% | 133 |
|