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