Palo Alto 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 | $1.19M | Buy |
4,110
+68
| +2% | +$19.7K | 0.45% | 21 |
|
|
2025
Q1 | $1.06M | Buy |
4,042
+494
| +14% | +$130K | 0.41% | 20 |
|
|
2024
Q4 | $851K | Buy |
3,548
+1,731
| +95% | +$415K | 0.3% | 21 |
|
|
2024
Q3 | $407K | Sell |
1,817
-178
| -9% | -$39.9K | 0.17% | 35 |
|
|
2024
Q2 | $403K | Buy |
1,995
+12
| +0.6% | +$2.43K | 0.28% | 29 |
|
|
2024
Q1 | $397K | Hold |
1,983
| – | – | 0.28% | 30 |
|
|
2023
Q4 | $337K | Buy |
1,983
+19
| +1% | +$3.23K | 0.26% | 34 |
|
|
2023
Q3 | $285K | Hold |
1,964
| – | – | 0.24% | 35 |
|
|
2023
Q2 | $286K | Sell |
1,964
-102
| -5% | -$14.8K | 0.23% | 35 |
|
|
2023
Q1 | $269K | Sell |
2,066
-143
| -6% | -$18.6K | 0.22% | 37 |
|
|
2022
Q4 | $296K | Buy |
+2,209
| New | +$296K | 0.25% | 36 |
|