Phoenix 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 | $4.11M | Sell |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $3.97M | Sell |
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $3.15M | Buy |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $3.04M | Buy |
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|
2022
Q3 | $2.3M | Sell |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $3.29M | Buy |
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|
2021
Q2 | $3.07M | Sell |
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|
2021
Q1 | $3.11M | Sell |
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|
2020
Q4 | $2.73M | Buy |
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