Palo Alto 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
Q3 | $1.35M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $397K | Hold |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $296K | Buy |
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